BFEC
QQQ icon

Benjamin F. Edwards & Company’s Invesco QQQ Trust QQQ Stock Holding History

Benjamin F. Edwards & 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
2017
Q4 		– Sell
-500
Closed -$73K – 1621
2017
Q3 		$73K Buy
+500
New +$71.6K 0.01% 678

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Benjamin F. Edwards & Company's QQQ Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Invesco QQQ Trust (QQQ) stake by 6.2% in Q2 2024, buying an estimated $1.09M and bringing the position to 41,293 shares worth $19.8M. The position accounts for 0.35% of the portfolio, ranked #84.

Benjamin F. Edwards & Company first reported a position in QQQ in Q2 2013 and has held it in 45 quarters since. 2,964 funds tracked by Wall St. Rank hold QQQ as of Q2 2024.

  • Benjamin F. Edwards & Company held 41,293 shares of Invesco QQQ Trust worth $19.8M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 2,420 Invesco QQQ Trust shares in Q2 2024, an estimated $1.09M.
  • Invesco QQQ Trust made up 0.35% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #84 holding.
  • Benjamin F. Edwards & Company first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 45 quarters since.
  • 2,964 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.