Axim Planning & Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Axim Planning & Wealth’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 Q1	–	Sell	-538	Closed	-$275K	–	55
2024 Q4	$275K	Buy	538 +26	+5%	+$13.2K	0.29%	26
2024 Q3	$250K	Buy	+512	New	+$242K	0.28%	24
2024 Q1	–	Sell	-490	Closed	-$201K	–	29
2023 Q4	$201K	Buy	+490	New	+$186K	0.18%	27
2022 Q4	–	Sell	-174	Closed	-$47K	–	136
2022 Q3	$47K	Buy	174 +172	+8,600%	+$51.9K	0.05%	49
2022 Q2	$1K	Buy	+2	New	+$621	﹤0.01%	136

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

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

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

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

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

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

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

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

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

Axim Planning & Wealth's QQQ Position: Q1 2025 in Review

Axim Planning & Wealth sold out of Invesco QQQ Trust (QQQ) in Q1 2025, closing a stake of 538 shares — an estimated $275K sold.

Axim Planning & Wealth first reported a position in QQQ in Q2 2022 and held it in 5 quarters. The position peaked at $275K in Q4 2024. 3,349 funds tracked by Wall St. Rank hold QQQ as of Q1 2025.

Axim Planning & Wealth reported no remaining Invesco QQQ Trust position as of Q1 2025 after selling out during the quarter.
Axim Planning & Wealth sold 538 Invesco QQQ Trust shares in Q1 2025, an estimated $275K.
Axim Planning & Wealth first reported a position in Invesco QQQ Trust in Q2 2022 and held it in 5 quarters.
Axim Planning & Wealth's Invesco QQQ Trust position peaked at $275K in Q4 2024.
3,349 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2025.

Based on Axim Planning & Wealth's 13F filing for Q1 2025, filed 13 May 2025.