HWM
QQQ icon

Hohimer Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Hohimer Wealth Management’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 		$582K Buy
791
+24
+3% +$16.5K 0.06% 218
2026
Q1 		$443K Sell
767
-97
-11% -$58.9K 0.05% 216
2025
Q4 		$531K Buy
864
+2
+0.2% +$1.23K 0.07% 189
2025
Q3 		$518K Buy
862
+1
+0.1% +$573 0.07% 193
2025
Q2 		$475K Hold
861
– – 0.08% 164
2025
Q1 		$404K Buy
861
+210
+32% +$107K 0.08% 175
2024
Q4 		$333K Buy
+651
New +$329K 0.06% 173

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

Hohimer Wealth Management's QQQ Position: Q2 2026 in Review

Hohimer Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 3.1% in Q2 2026, buying an estimated $16.5K and bringing the position to 791 shares worth $582K. The position accounts for 0.06% of the portfolio, ranked #218.

Hohimer Wealth Management first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Hohimer Wealth Management held 791 shares of Invesco QQQ Trust worth $582K as of Q2 2026.
  • Hohimer Wealth Management bought 24 Invesco QQQ Trust shares in Q2 2026, an estimated $16.5K.
  • Invesco QQQ Trust made up 0.06% of Hohimer Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Hohimer Wealth Management first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.