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

Horizon 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	$846K	Buy	1,149 +178	+18%	+$122K	0.32%	41
2026 Q1	$560K	Sell	971 -3	-0.3%	-$1.82K	0.25%	45
2025 Q4	$598K	Buy	974 +595	+157%	+$365K	0.27%	45
2025 Q3	$228K	Buy	379 +203	+115%	+$116K	0.11%	57
2025 Q2	$97.2K	Buy	176 +157	+826%	+$78.1K	0.05%	65
2025 Q1	$8.98K	Sell	19 -6	-24%	-$3.05K	0.01%	126
2024 Q4	$12.9K	Buy	25 +19	+317%	+$9.61K	0.01%	114
2024 Q3	$2.98K	Hold	6	–	–	﹤0.01%	158
2024 Q2	$2.92K	Buy	+6	New	+$2.7K	﹤0.01%	156

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

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

Horizon Financial Services increased its Invesco QQQ Trust (QQQ) stake by 18% in Q2 2026, buying an estimated $122K and bringing the position to 1,149 shares worth $846K. The position accounts for 0.32% of the portfolio, ranked #41.

Horizon Financial Services first reported a position in QQQ in Q2 2024 and has held it in 9 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Horizon Financial Services held 1,149 shares of Invesco QQQ Trust worth $846K as of Q2 2026.
Horizon Financial Services bought 178 Invesco QQQ Trust shares in Q2 2026, an estimated $122K.
Invesco QQQ Trust made up 0.32% of Horizon Financial Services's portfolio in Q2 2026, its #41 holding.
Horizon Financial Services first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 9 quarters since.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.