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QQQ
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Position history for HB Wealth Management, LLC's holdings in Invesco QQQ Trust, Series 1 UNIT SER 1

HB Wealth Management, LLC holds 97,210 shares of QQQ (Invesco QQQ Trust, Series 1 UNIT SER 1), worth $56.1M as of 2026-Q1. The position was increased (+0.3% shares). QQQ represents 0.4% of HB Wealth Management, LLC's portfolio.

Current Value

$56.1M

Current Shares

97,210

Total Value Change

+$15.5M

Total Shares Change

+12,437

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
97,210
+0.3%
$56.1M0.4%$601.58
35
2025-Q4
Increased
96,868
+2.3%
$59.5M0.4%$619.43
36
2025-Q3
Increased
94,679
+19.8%
$56.8M0.4%$597.96
42
2025-Q2
Decreased
79,057
-9.1%
$43.6M0.3%$546.75
0
2025-Q1
Increased
87,005
+4.7%
$40.8M0.3%$467.27
36
2024-Q4
Decreased
83,105
-0.9%
$42.5M0.4%$513.01
0
2024-Q3
Decreased
83,825
-1.1%
$40.9M0.4%$483.51
0
2024-Q2
Increased
84,773
+13.2%
$40.6M0.5%$475.26
39

Other major holders of QQQ: MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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