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HHM Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

HHM Wealth Advisors’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.34M Sell
3,178
-1
-0% -$688 0.24% 41
2026
Q1 		$1.83M Buy
3,179
+421
+15% +$256K 0.21% 48
2025
Q4 		$1.69M Buy
+2,758
New +$1.69M 0.2% 47
2025
Q3 		– Sell
-2,648
Closed -$1.46M – 918
2025
Q2 		$1.46M Buy
2,648
+528
+25% +$263K 0.17% 55
2025
Q1 		$994K Buy
2,120
+40
+2% +$20.3K 0.13% 66
2024
Q4 		$1.06M Sell
2,080
-584
-22% -$295K 0.14% 66
2024
Q3 		$1.3M Sell
2,664
-639
-19% -$302K 0.18% 52
2024
Q2 		$1.58M Buy
3,303
+193
+6% +$86.8K 0.24% 44
2024
Q1 		$1.38M Hold
3,110
– – 0.23% 39
2023
Q4 		$1.27M Buy
3,110
+281
+10% +$107K 0.22% 40
2023
Q3 		$1.01M Sell
2,829
-125
-4% -$46.4K 0.2% 42
2023
Q2 		$1.09M Buy
2,954
+505
+21% +$170K 0.2% 39
2023
Q1 		$786K Buy
+2,449
New +$723K 0.16% 48
2022
Q3 		– Sell
-40
Closed -$11K – 775
2022
Q2 		$11K Buy
+40
New +$12.4K ﹤0.01% 525
2020
Q3 		– Sell
-22
Closed -$5K – 534
2020
Q2 		$5K Buy
+22
New +$4.93K ﹤0.01% 415

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HHM Wealth Advisors's QQQ Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.03% in Q2 2026, selling an estimated $688 and leaving 3,178 shares worth $2.34M. The position accounts for 0.24% of the portfolio, ranked #41.

HHM Wealth Advisors first reported a position in QQQ in Q2 2020 and has held it in 15 quarters since. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • HHM Wealth Advisors held 3,178 shares of Invesco QQQ Trust worth $2.34M as of Q2 2026.
  • HHM Wealth Advisors sold 1 Invesco QQQ Trust share in Q2 2026, an estimated $688.
  • Invesco QQQ Trust made up 0.24% of HHM Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • HHM Wealth Advisors first reported a position in Invesco QQQ Trust in Q2 2020 and has held it in 15 quarters since.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.