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Argent Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Argent 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
2020
Q2 		$458K Buy
1,681
+576
+52% +$129K 0.08% 112
2020
Q1 		$217K Buy
+1,105
New +$234K 0.04% 148

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Argent Wealth Management's QQQ Position: Q2 2020 in Review

Argent Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 52% in Q2 2020, buying an estimated $129K and bringing the position to 1,681 shares worth $458K. The position accounts for 0.08% of the portfolio, ranked #112.

Argent Wealth Management first reported a position in QQQ in Q1 2020 and has held it in 2 quarters since. 1,657 funds tracked by Wall St. Rank hold QQQ as of Q2 2020.

  • Argent Wealth Management held 1,681 shares of Invesco QQQ Trust worth $458K as of Q2 2020.
  • Argent Wealth Management bought 576 Invesco QQQ Trust shares in Q2 2020, an estimated $129K.
  • Invesco QQQ Trust made up 0.08% of Argent Wealth Management's portfolio in Q2 2020, its #112 holding.
  • Argent Wealth Management first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 2 quarters since.
  • 1,657 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.