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Anthracite Investment Company’s Invesco QQQ Trust QQQ Stock Holding History

Anthracite Investment Company’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
2024
Q2 		– Sell
-30,000
Closed -$13.3M – 103
2024
Q1 		$13.3M Buy
+30,000
New +$12.9M 4.86% 4

Other funds holding QQQ

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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 $445B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Anthracite Investment Company's QQQ Position: Q2 2025 in Review

Anthracite Investment Company sold out of Invesco QQQ Trust (QQQ) in Q2 2025, closing a stake of 700 shares — an estimated $328K sold.

Anthracite Investment Company first reported a position in QQQ in Q1 2025 and held it in 1 quarter. The position peaked at $328K in Q1 2025. 3,484 funds tracked by Wall St. Rank hold QQQ as of Q2 2025.

  • Anthracite Investment Company reported no remaining Invesco QQQ Trust position as of Q2 2025 after selling out during the quarter.
  • Anthracite Investment Company sold 700 Invesco QQQ Trust shares in Q2 2025, an estimated $328K.
  • Anthracite Investment Company first reported a position in Invesco QQQ Trust in Q1 2025 and held it in 1 quarter.
  • Anthracite Investment Company's Invesco QQQ Trust position peaked at $328K in Q1 2025.
  • 3,484 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2025.

Based on Anthracite Investment Company's 13F filing for Q2 2025, filed 31 Jul 2025.