Whitcomb & Hess’s Invesco QQQ Trust QQQ Stock Holding History

Whitcomb & Hess’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	$365K	Buy	496 +1	+0.2%	+$688	0.08%	46
2026 Q1	$286K	Hold	495	–	–	0.07%	48
2025 Q4	$310K	Hold	495	–	–	0.07%	47
2025 Q3	$297K	Buy	495 +45	+10%	+$25.8K	0.08%	48
2025 Q2	$248K	Hold	450	–	–	0.07%	50
2025 Q1	$211K	Hold	450	–	–	0.06%	53
2024 Q4	$230K	Hold	450	–	–	0.07%	49
2024 Q3	$220K	Hold	450	–	–	0.07%	48
2024 Q2	$216K	Sell	450 -350	-44%	-$157K	0.07%	48
2024 Q1	$355K	Buy	+800	New	+$343K	0.11%	41

Other funds holding QQQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Whitcomb & Hess's QQQ Position: Q2 2026 in Review

Whitcomb & Hess increased its Invesco QQQ Trust (QQQ) stake by 0.2% in Q2 2026, buying an estimated $688 and bringing the position to 496 shares worth $365K. The position accounts for 0.08% of the portfolio, ranked #46.

Whitcomb & Hess first reported a position in QQQ in Q1 2024 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Whitcomb & Hess held 496 shares of Invesco QQQ Trust worth $365K as of Q2 2026.
Whitcomb & Hess bought 1 Invesco QQQ Trust share in Q2 2026, an estimated $688.
Invesco QQQ Trust made up 0.08% of Whitcomb & Hess's portfolio in Q2 2026, its #46 holding.
Whitcomb & Hess first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 10 quarters since.
2,646 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.