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 Q2	$390K	Hold	530	–	–	0.19%	48
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Hoge Financial Services's QQQ Position: Q2 2026 in Review

Hoge Financial Services held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 530 shares worth $390K. The position accounts for 0.19% of the portfolio, ranked #48.

Hoge Financial Services first reported a position in QQQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $419K in Q1 2025. 4,021 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Hoge Financial Services held 530 shares of Invesco QQQ Trust worth $390K as of Q2 2026.
Hoge Financial Services left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.19% of Hoge Financial Services's portfolio in Q2 2026, its #48 holding.
Hoge Financial Services first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 6 quarters since.
Hoge Financial Services's Invesco QQQ Trust position peaked at $419K in Q1 2025.
4,021 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.