HWA
QQQ icon

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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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. 4,006 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.
  • 4,006 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.