Alterity Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Alterity Financial Group’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
2023 Q4	$240K	Buy	+586	New	+$222K	0.34%	65

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alterity Financial Group's QQQ Position: Q4 2023 in Review

Alterity Financial Group opened a new position in Invesco QQQ Trust (QQQ) in Q4 2023: 586 shares worth $240K. The stake represents 0.34% of the portfolio and ranks #65 among its holdings.

2,842 funds tracked by Wall St. Rank hold QQQ as of Q4 2023.

Alterity Financial Group held 586 shares of Invesco QQQ Trust worth $240K as of Q4 2023.
Invesco QQQ Trust was a new Alterity Financial Group position in Q4 2023.
Invesco QQQ Trust made up 0.34% of Alterity Financial Group's portfolio in Q4 2023, its #65 holding.
2,842 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.