HUB Investment Partners’s Invesco QQQ Trust QQQ Stock Holding History

HUB Investment Partners’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	$147K	Hold	200	–	–	﹤0.01%	1246
2026 Q1	$115K	Sell	200 -5,700	-97%	-$3.46M	﹤0.01%	1051
2025 Q4	$3.62M	Buy	+5,900	New	+$3.62M	0.09%	162
2024 Q4	–	Sell	-1,500	Closed	-$21.6K	–	642
2024 Q3	$21.6K	Buy	+1,500	New	+$710K	﹤0.01%	538
2024 Q2	–	Sell	-100	Closed	-$44.4K	–	535
2024 Q1	$44.4K	Buy	+100	New	+$42.9K	﹤0.01%	472
2023 Q2	–	Sell	-100	Closed	-$32.1K	–	266
2023 Q1	$32.1K	Buy	+100	New	+$29.5K	0.01%	221
2022 Q2	–	Sell	-2,400	Closed	-$870K	–	187
2022 Q1	$870K	Buy	2,400 +1,200	+100%	+$426K	0.2%	93
2021 Q4	$40K	Sell	1,200 -3,200	-73%	-$1.24M	0.01%	204
2021 Q3	$1.57M	Buy	+4,400	New	+$1.62M	0.37%	78
2021 Q2	–	Sell	-6,300	Closed	-$260K	–	245
2021 Q1	$260K	Buy	+6,300	New	+$2.01M	0.08%	188

Other funds holding QQQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIIMS

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

HUB Investment Partners's QQQ Position: Q2 2026 in Review

HUB Investment Partners increased its Invesco QQQ Trust (QQQ) stake by 59% in Q2 2026, buying an estimated $13.4M and bringing the position to 52,697 shares worth $38.8M. The position accounts for 0.7% of the portfolio, ranked #26.

HUB Investment Partners first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. 2,803 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

HUB Investment Partners held 52,697 shares of Invesco QQQ Trust worth $38.8M as of Q2 2026.
HUB Investment Partners bought 19,466 Invesco QQQ Trust shares in Q2 2026, an estimated $13.4M.
Invesco QQQ Trust made up 0.7% of HUB Investment Partners's portfolio in Q2 2026, its #26 holding.
HUB Investment Partners first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
2,803 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.