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

Hopwood 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	$484K	Sell	657 -208	-24%	-$143K	0.28%	43
2026 Q1	$499K	Hold	865	–	–	0.34%	41
2025 Q4	$531K	Hold	865	–	–	0.37%	41
2025 Q3	$519K	Buy	865 +150	+21%	+$85.9K	0.35%	41
2025 Q2	$394K	Sell	715 -25	-3%	-$12.4K	0.31%	42
2025 Q1	$347K	Hold	740	–	–	0.27%	51
2024 Q4	$378K	Buy	+740	New	+$374K	0.29%	46

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

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

Hopwood Financial Services reduced its Invesco QQQ Trust (QQQ) stake by 24% in Q2 2026, selling an estimated $143K and leaving 657 shares worth $484K. The position accounts for 0.28% of the portfolio, ranked #43.

Hopwood Financial Services first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $531K in Q4 2025. 2,101 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Hopwood Financial Services held 657 shares of Invesco QQQ Trust worth $484K as of Q2 2026.
Hopwood Financial Services sold 208 Invesco QQQ Trust shares in Q2 2026, an estimated $143K.
Invesco QQQ Trust made up 0.28% of Hopwood Financial Services's portfolio in Q2 2026, its #43 holding.
Hopwood Financial Services first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
Hopwood Financial Services's Invesco QQQ Trust position peaked at $531K in Q4 2025.
2,101 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.