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Hoxton Planning & Management’s Invesco QQQ Trust QQQ Stock Holding History

Hoxton Planning & 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
Q1 		– Sell
-3,802
Closed -$2.34M – 227
2025
Q4 		$2.34M Buy
+3,802
New +$2.33M 0.7% 32
2025
Q2 		– Sell
-2,402
Closed -$1.13M – 221
2025
Q1 		$1.13M Buy
2,402
+1,368
+132% +$695K 0.43% 47
2024
Q4 		$529K Buy
+1,034
New +$523K 0.2% 100

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hoxton Planning & Management's QQQ Position: Q1 2026 in Review

Hoxton Planning & Management sold out of Invesco QQQ Trust (QQQ) in Q1 2026, closing a stake of 3,802 shares — an estimated $2.34M sold.

Hoxton Planning & Management first reported a position in QQQ in Q4 2024 and held it in 3 quarters. The position peaked at $2.34M in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Hoxton Planning & Management reported no remaining Invesco QQQ Trust position as of Q1 2026 after selling out during the quarter.
  • Hoxton Planning & Management sold 3,802 Invesco QQQ Trust shares in Q1 2026, an estimated $2.34M.
  • Hoxton Planning & Management first reported a position in Invesco QQQ Trust in Q4 2024 and held it in 3 quarters.
  • Hoxton Planning & Management's Invesco QQQ Trust position peaked at $2.34M in Q4 2025.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Hoxton Planning & Management's 13F filing for Q1 2026, filed 20 Apr 2026.