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Hudson Valley Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Hudson Valley Investment Advisors’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 		$2M Sell
2,710
-10
-0.4% -$6.88K 0.24% 81
2026
Q1 		$1.57M Sell
2,720
-147
-5% -$89.3K 0.2% 85
2025
Q4 		$1.76M Buy
2,867
+127
+5% +$77.9K 0.19% 88
2025
Q3 		$1.65M Sell
2,740
-75
-3% -$42.9K 0.17% 91
2025
Q2 		$1.55M Sell
2,815
-30
-1% -$14.9K 0.17% 91
2025
Q1 		$1.33M Sell
2,845
-270
-9% -$137K 0.16% 86
2024
Q4 		$1.59M Buy
3,115
+130
+4% +$65.8K 0.18% 85
2024
Q3 		$1.46M Sell
2,985
-1,061
-26% -$502K 0.16% 88
2024
Q2 		$1.64M Buy
4,046
+121
+3% +$54.4K 0.21% 85
2024
Q1 		$1.74M Sell
3,925
-121
-3% -$51.9K 0.21% 81
2023
Q4 		$1.64M Buy
4,046
+75
+2% +$28.5K 0.22% 85
2023
Q3 		$1.42M Sell
3,971
-121
-3% -$44.9K 0.2% 88
2023
Q2 		$1.51M Sell
4,092
-41
-1% -$13.8K 0.2% 90
2023
Q1 		$1.33M Sell
4,133
-10
-0.2% -$2.95K 0.19% 103
2022
Q4 		$1.1M Sell
4,143
-64
-2% -$17.7K 0.17% 109
2022
Q3 		$1.12M Buy
+4,207
New +$1.27M 0.18% 105
2021
Q3 		– Sell
-4,677
Closed -$1.66M – 190
2021
Q2 		$1.66M Sell
4,677
-8,248
-64% -$2.77M 0.29% 73
2021
Q1 		$4.13M Buy
12,925
+5,738
+80% +$1.83M 0.74% 43
2020
Q4 		$2.25M Buy
+7,187
New +$2.11M 0.43% 60
2020
Q3 		– Sell
-6,194
Closed -$1.53M – 159
2020
Q2 		$1.53M Buy
6,194
+239
+4% +$53.6K 0.36% 70
2020
Q1 		$1.13M Buy
5,955
+1,220
+26% +$258K 0.31% 72
2019
Q4 		$1.01M Hold
4,735
– – 0.21% 92
2019
Q3 		$894K Sell
4,735
-260
-5% -$49.3K 0.21% 92
2019
Q2 		$933K Buy
+4,995
New +$919K 0.22% 90

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

Hudson Valley Investment Advisors's QQQ Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.37% in Q2 2026, selling an estimated $6.88K and leaving 2,710 shares worth $2M. The position accounts for 0.24% of the portfolio, ranked #81.

Hudson Valley Investment Advisors first reported a position in QQQ in Q2 2019 and has held it in 24 quarters since. The position peaked at $4.13M in Q1 2021. 2,113 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Hudson Valley Investment Advisors held 2,710 shares of Invesco QQQ Trust worth $2M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 10 Invesco QQQ Trust shares in Q2 2026, an estimated $6.88K.
  • Invesco QQQ Trust made up 0.24% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • Hudson Valley Investment Advisors first reported a position in Invesco QQQ Trust in Q2 2019 and has held it in 24 quarters since.
  • Hudson Valley Investment Advisors's Invesco QQQ Trust position peaked at $4.13M in Q1 2021.
  • 2,113 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.