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

HRC 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 		$2.5M Buy
3,395
+415
+14% +$286K 1.02% 9
2026
Q1 		$1.72M Buy
2,980
+231
+8% +$140K 0.81% 10
2025
Q4 		$1.69M Sell
2,749
-89
-3% -$54.6K 0.81% 10
2025
Q3 		$1.7M Buy
2,838
+3
+0.1% +$1.72K 0.83% 10
2025
Q2 		$1.56M Buy
2,835
+129
+5% +$64.2K 0.83% 10
2025
Q1 		$1.27M Buy
2,706
+75
+3% +$38.1K 0.79% 10
2024
Q4 		$1.34M Buy
2,631
+104
+4% +$52.6K 0.8% 10
2024
Q3 		$1.23M Buy
2,527
+63
+3% +$29.8K 0.8% 9
2024
Q2 		$1.18M Buy
2,464
+247
+11% +$111K 0.81% 9
2024
Q1 		$984K Buy
2,217
+437
+25% +$187K 0.72% 12
2023
Q4 		$729K Buy
+1,780
New +$676K 0.63% 12

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
AG
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
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

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

HRC Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 14% in Q2 2026, buying an estimated $286K and bringing the position to 3,395 shares worth $2.5M. The position accounts for 1.02% of the portfolio, ranked #9.

HRC Wealth Management first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 2,098 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • HRC Wealth Management held 3,395 shares of Invesco QQQ Trust worth $2.5M as of Q2 2026.
  • HRC Wealth Management bought 415 Invesco QQQ Trust shares in Q2 2026, an estimated $286K.
  • Invesco QQQ Trust made up 1.02% of HRC Wealth Management's portfolio in Q2 2026, its #9 holding.
  • HRC Wealth Management first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.