Hurlow Wealth Management Group’s Invesco QQQ Trust QQQ Stock Holding History

Hurlow Wealth Management Group’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	$598K	Hold	812	–	–	0.12%	57
2026 Q1	$469K	Hold	812	–	–	0.11%	62
2025 Q4	$499K	Hold	812	–	–	0.12%	57
2025 Q3	$488K	Sell	812 -200	-20%	-$115K	0.13%	59
2025 Q2	$558K	Sell	1,012 -217	-18%	-$108K	0.16%	57
2025 Q1	$576K	Sell	1,229 -749	-38%	-$381K	0.18%	52
2024 Q4	$1.01M	Sell	1,978 -211	-10%	-$107K	0.32%	38
2024 Q3	$1.07M	Sell	2,189 -183	-8%	-$86.6K	0.33%	39
2024 Q2	$1.14M	Sell	2,372 -107	-4%	-$48.1K	0.39%	36
2024 Q1	$1.1M	Buy	2,479 +20	+0.8%	+$8.57K	0.39%	38
2023 Q4	$1.01M	Sell	2,459 -2	-0.1%	-$759	0.38%	37
2023 Q3	$882K	Buy	2,461 +601	+32%	+$223K	0.38%	36
2023 Q2	$687K	Hold	1,860	–	–	0.29%	41
2023 Q1	$597K	Hold	1,860	–	–	0.28%	46
2022 Q4	$495K	Buy	+1,860	New	+$514K	0.26%	52
2022 Q2	–	Sell	-635	Closed	-$230K	–	96
2022 Q1	$230K	Hold	635	–	–	0.14%	85
2021 Q4	$200K	Hold	635	–	–	0.16%	88
2021 Q3	$227K	Hold	635	–	–	0.14%	87
2021 Q2	$225K	Hold	635	–	–	0.15%	85
2021 Q1	$203K	Buy	+635	New	+$203K	0.15%	95

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Hurlow Wealth Management Group's QQQ Position: Q2 2026 in Review

Hurlow Wealth Management Group held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 812 shares worth $598K. The position accounts for 0.12% of the portfolio, ranked #57.

Hurlow Wealth Management Group first reported a position in QQQ in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.14M in Q2 2024. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Hurlow Wealth Management Group held 812 shares of Invesco QQQ Trust worth $598K as of Q2 2026.
Hurlow Wealth Management Group left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.12% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #57 holding.
Hurlow Wealth Management Group first reported a position in Invesco QQQ Trust in Q1 2021 and has held it in 20 quarters since.
Hurlow Wealth Management Group's Invesco QQQ Trust position peaked at $1.14M in Q2 2024.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.