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	$295K	Hold	400	–	–	0.01%	1007
2026 Q1	$231K	Sell	400 -3,400	-89%	-$2.07M	0.01%	929
2025 Q4	$2.33M	Sell	3,800 -69,500	-95%	-$42.6M	0.06%	193
2025 Q3	$44M	Sell	73,300 -70,400	-49%	-$40.3M	1.46%	10
2025 Q2	$79.3M	Buy	143,700 +140,000	+3,784%	+$69.6M	2.65%	4
2025 Q1	$1.74M	Sell	3,700 -31,300	-89%	-$15.9M	0.07%	178
2024 Q4	$853K	Sell	35,000 -16,000	-31%	-$8.09M	0.04%	230
2024 Q3	$751K	Buy	+51,000	New	+$24.1M	0.03%	234

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

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. 2,115 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.
2,115 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.