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Abich Financial Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Abich Financial 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
Q3 		$20.5M Buy
+34,178
New +$19.6M 7.3% 4
2024
Q3 		$3.67M Sell
7,519
-15,583
-67% -$7.37M 8.25% 3
2024
Q2 		$11.1M Sell
23,102
-13,685
-37% -$6.15M 7.53% 2
2024
Q1 		$16.3M Buy
36,787
+10,862
+42% +$4.66M 12.62% 3
2023
Q4 		$10.6M Buy
+25,925
New +$9.84M 10.14% 2

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Abich Financial Wealth Management's QQQ Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Invesco QQQ Trust (QQQ) in Q3 2025: 34,178 shares worth $20.5M. The stake represents 7.3% of the portfolio and ranks #4 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in QQQ as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in QQQ in Q4 2023 and has held it in 5 quarters since. 3,563 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Abich Financial Wealth Management held 34,178 shares of Invesco QQQ Trust worth $20.5M as of Q3 2025.
  • Invesco QQQ Trust was a new Abich Financial Wealth Management position in Q3 2025.
  • Invesco QQQ Trust made up 7.3% of Abich Financial Wealth Management's portfolio in Q3 2025, its #4 holding.
  • Abich Financial Wealth Management first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 5 quarters since.
  • 3,563 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.