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Hoge Financial Services’s Invesco QQQ Trust QQQ Stock Holding History

Hoge Financial Services’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
Q1 		$306K Buy
530
+1
+0.2% +$608 0.16% 54
2025
Q4 		$325K Buy
529
+2
+0.4% +$1.23K 0.18% 49
2025
Q3 		$317K Hold
527
– – 0.18% 47
2025
Q2 		$291K Sell
527
-367
-41% -$183K 0.18% 48
2025
Q1 		$419K Buy
+894
New +$454K 0.29% 34

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hoge Financial Services's QQQ Position: Q1 2026 in Review

Hoge Financial Services increased its Invesco QQQ Trust (QQQ) stake by 0.19% in Q1 2026, buying an estimated $608 and bringing the position to 530 shares worth $306K. The position accounts for 0.16% of the portfolio, ranked #54.

Hoge Financial Services first reported a position in QQQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $419K in Q1 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Hoge Financial Services held 530 shares of Invesco QQQ Trust worth $306K as of Q1 2026.
  • Hoge Financial Services bought 1 Invesco QQQ Trust share in Q1 2026, an estimated $608.
  • Invesco QQQ Trust made up 0.16% of Hoge Financial Services's portfolio in Q1 2026, its #54 holding.
  • Hoge Financial Services first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 5 quarters since.
  • Hoge Financial Services's Invesco QQQ Trust position peaked at $419K in Q1 2025.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.