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

Howard 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
2023
Q1 		– Sell
-15,000
Closed -$102K – 149
2022
Q4 		$102K Buy
+15,000
New +$4.15M 0.03% 134

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

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

Howard Financial Services reduced its Invesco QQQ Trust (QQQ) stake by 4.8% in Q2 2026, selling an estimated $571K and leaving 16,641 shares worth $12.3M. The position accounts for 1.22% of the portfolio, ranked #22.

Howard Financial Services first reported a position in QQQ in Q1 2020 and has held it in 26 quarters since. 1,995 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Howard Financial Services held 16,641 shares of Invesco QQQ Trust worth $12.3M as of Q2 2026.
  • Howard Financial Services sold 830 Invesco QQQ Trust shares in Q2 2026, an estimated $571K.
  • Invesco QQQ Trust made up 1.22% of Howard Financial Services's portfolio in Q2 2026, its #22 holding.
  • Howard Financial Services first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 26 quarters since.
  • 1,995 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.