Hummer Financial Advisory Services’s Invesco QQQ Trust QQQ Stock Holding History

Hummer Financial Advisory Services’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	$3.22M	Hold	4,366	–	–	2.12%	7
2026 Q1	$2.52M	Buy	4,366 +19	+0.4%	+$11.5K	1.78%	11
2025 Q4	$2.67M	Buy	+4,347	New	+$2.67M	1.89%	9
2025 Q3	–	Sell	-4,366	Closed	-$2.41M	–	119
2025 Q2	$2.41M	Hold	4,366	–	–	1.81%	9
2025 Q1	$2.05M	Hold	4,366	–	–	1.67%	10
2024 Q4	$2.23M	Hold	4,366	–	–	1.76%	8
2024 Q3	$2.13M	Hold	4,366	–	–	1.68%	8
2024 Q2	$2.1M	Hold	4,366	–	–	1.81%	8
2024 Q1	$1.94M	Buy	4,366 +19	+0.4%	+$8.15K	1.6%	9
2023 Q4	$1.78M	Hold	4,347	–	–	1.63%	8
2023 Q3	$1.56M	Hold	4,347	–	–	1.59%	11
2023 Q2	$1.61M	Hold	4,347	–	–	1.57%	11
2023 Q1	$1.4M	Buy	4,347 +5	+0.1%	+$1.48K	1.49%	12
2022 Q4	$1.16M	Hold	4,342	–	–	1.27%	17
2022 Q3	$1.16M	Sell	4,342 -5	-0.1%	-$1.51K	1.37%	12
2022 Q2	$1.22M	Hold	4,347	–	–	1.38%	10
2022 Q1	$1.58M	Hold	4,347	–	–	1.42%	10
2021 Q4	$1.73M	Hold	4,347	–	–	1.46%	11
2021 Q3	$1.56M	Hold	4,347	–	–	1.44%	10
2021 Q2	$1.54M	Hold	4,347	–	–	1.42%	11
2021 Q1	$1.39M	Hold	4,347	–	–	1.35%	12
2020 Q4	$1.36M	Hold	4,347	–	–	1.43%	12
2020 Q3	$1.21M	Sell	4,347 -19	-0.4%	-$5.15K	1.42%	13
2020 Q2	$1.08M	Hold	4,366	–	–	1.38%	14
2020 Q1	$833K	Hold	4,366	–	–	1.26%	16
2019 Q4	$928K	Buy	+4,366	New	+$874K	1%	23

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

Hummer Financial Advisory Services's QQQ Position: Q2 2026 in Review

Hummer Financial Advisory Services held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 4,366 shares worth $3.22M. The position accounts for 2.12% of the portfolio, ranked #7.

Hummer Financial Advisory Services first reported a position in QQQ in Q4 2019 and has held it in 26 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Hummer Financial Advisory Services held 4,366 shares of Invesco QQQ Trust worth $3.22M as of Q2 2026.
Hummer Financial Advisory Services left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 2.12% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #7 holding.
Hummer Financial Advisory Services first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 26 quarters since.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.