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Hochman Cole Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$15.6M Buy
43,671
+1,229
+3% +$453K 6.12% 3
2021
Q2 		$15M Sell
42,442
-169
-0.4% -$56.8K 6.01% 4
2021
Q1 		$13.6M Buy
42,611
+395
+0.9% +$126K 5.71% 4
2020
Q4 		$13.2M Buy
42,216
+2,502
+6% +$735K 5.7% 4
2020
Q3 		$11M Buy
39,714
+3,711
+10% +$1.01M 5.43% 4
2020
Q2 		$8.91M Buy
36,003
+3,050
+9% +$684K 4.92% 4
2020
Q1 		$6.27M Buy
32,953
+10,571
+47% +$2.24M 4.31% 5
2019
Q4 		$4.76M Sell
22,382
-314
-1% -$62.9K 2.59% 9
2019
Q3 		$4.29M Sell
22,696
-1,763
-7% -$334K 2.68% 8
2019
Q2 		$4.57M Sell
24,459
-1,038
-4% -$191K 2.72% 8
2019
Q1 		$4.58M Buy
25,497
+1,635
+7% +$277K 2.73% 8
2018
Q4 		$3.68M Buy
23,862
+91
+0.4% +$15.2K 2.53% 9
2018
Q3 		$4.42M Sell
23,771
-152
-0.6% -$27.5K 2.75% 8
2018
Q2 		$4.11M Sell
23,923
-431
-2% -$72.3K 2.7% 9
2018
Q1 		$3.9M Buy
24,354
+49
+0.2% +$8.1K 2.72% 9
2017
Q4 		$3.79M Sell
24,305
-1,268
-5% -$194K 2.38% 11
2017
Q3 		$3.72M Sell
25,573
-366
-1% -$52.4K 2.44% 11
2017
Q2 		$3.57M Buy
25,939
+27
+0.1% +$3.71K 2.47% 11
2017
Q1 		$3.43M Sell
25,912
-1,150
-4% -$147K 2.49% 12
2016
Q4 		$3.21M Sell
27,062
-484
-2% -$57.1K 2.32% 14
2016
Q3 		$3.27M Buy
27,546
+766
+3% +$88.4K 2.44% 13
2016
Q2 		$2.88M Sell
26,780
-3
-0% -$324 2.36% 13
2016
Q1 		$2.92M Sell
26,783
-512
-2% -$53.2K 2.49% 12
2015
Q4 		$3.05M Buy
+27,295
New +$3.04M 2.59% 13

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hochman Cole Investment Advisors's QQQ Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 2.9% in Q3 2021, buying an estimated $453K and bringing the position to 43,671 shares worth $15.6M. The position accounts for 6.12% of the portfolio, ranked #3.

Hochman Cole Investment Advisors first reported a position in QQQ in Q4 2015 and has held it in 24 quarters since. 2,025 funds tracked by Wall St. Rank hold QQQ as of Q3 2021.

  • Hochman Cole Investment Advisors held 43,671 shares of Invesco QQQ Trust worth $15.6M as of Q3 2021.
  • Hochman Cole Investment Advisors bought 1,229 Invesco QQQ Trust shares in Q3 2021, an estimated $453K.
  • Invesco QQQ Trust made up 6.12% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #3 holding.
  • Hochman Cole Investment Advisors first reported a position in Invesco QQQ Trust in Q4 2015 and has held it in 24 quarters since.
  • 2,025 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.