Lake Hills Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Lake Hills Wealth Management’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
2025 Q1	–	Sell	-10,700	Closed	-$58.4K	–	64
2024 Q4	$58.4K	Buy	+10,700	New	+$5.41M	0.04%	62
2024 Q1	–	Sell	-11,000	Closed	-$25.7K	–	54
2023 Q4	$25.7K	Buy	+11,000	New	+$4.18M	0.03%	40
2022 Q4	–	Sell	-28,600	Closed	-$394K	–	50
2022 Q3	$394K	Buy	28,600 +500	+2%	+$151K	0.36%	26
2022 Q2	$443K	Buy	+28,100	New	+$8.72M	0.33%	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

Lake Hills Wealth Management's QQQ Position: Q2 2026 in Review

Lake Hills Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 17% in Q2 2026, buying an estimated $295K and bringing the position to 2,925 shares worth $2.15M. The position accounts for 0.98% of the portfolio, ranked #27.

Lake Hills Wealth Management first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.8M in Q4 2021. 2,103 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Lake Hills Wealth Management held 2,925 shares of Invesco QQQ Trust worth $2.15M as of Q2 2026.
Lake Hills Wealth Management bought 429 Invesco QQQ Trust shares in Q2 2026, an estimated $295K.
Invesco QQQ Trust made up 0.98% of Lake Hills Wealth Management's portfolio in Q2 2026, its #27 holding.
Lake Hills Wealth Management first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
Lake Hills Wealth Management's Invesco QQQ Trust position peaked at $17.8M in Q4 2021.
2,103 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.