Whitcomb & Hess
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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
Q3 		$365K Sell
494
-2
-0.4% -$1.43K 0.08% 44
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Whitcomb & Hess's QQQ Position: Q3 2026 in Review

Whitcomb & Hess reduced its Invesco QQQ Trust (QQQ) stake by 0.4% in Q3 2026, selling an estimated $1.43K and leaving 494 shares worth $365K. The position accounts for 0.08% of the portfolio, ranked #44.

Whitcomb & Hess first reported a position in QQQ in Q1 2024 and has held it in 11 quarters since. 2,416 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Whitcomb & Hess held 494 shares of Invesco QQQ Trust worth $365K as of Q3 2026.
  • Whitcomb & Hess sold 2 Invesco QQQ Trust shares in Q3 2026, an estimated $1.43K.
  • Invesco QQQ Trust made up 0.08% of Whitcomb & Hess's portfolio in Q3 2026, its #44 holding.
  • Whitcomb & Hess first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 11 quarters since.
  • 2,416 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.