AIFG Consultants’s Invesco QQQ Trust QQQ Stock Holding History

AIFG Consultants’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	–	Sell	-473	Closed	-$261K	–	52
2025 Q2	$261K	Sell	473 -298	-39%	-$148K	0.51%	48
2025 Q1	$362K	Buy	+771	New	+$392K	0.6%	39

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AIFG Consultants's QQQ Position: Q3 2025 in Review

AIFG Consultants sold out of Invesco QQQ Trust (QQQ) in Q3 2025, closing a stake of 473 shares — an estimated $261K sold.

AIFG Consultants first reported a position in QQQ in Q1 2025 and held it in 2 quarters. The position peaked at $362K in Q1 2025. 3,562 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

AIFG Consultants reported no remaining Invesco QQQ Trust position as of Q3 2025 after selling out during the quarter.
AIFG Consultants sold 473 Invesco QQQ Trust shares in Q3 2025, an estimated $261K.
AIFG Consultants first reported a position in Invesco QQQ Trust in Q1 2025 and held it in 2 quarters.
AIFG Consultants's Invesco QQQ Trust position peaked at $362K in Q1 2025.
3,562 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on AIFG Consultants's 13F filing for Q3 2025, filed 14 Oct 2025.