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Benson Investment Management Company’s Invesco QQQ Trust QQQ Stock Holding History

Benson Investment Management 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
2025
Q2 		– Sell
-993
Closed -$466K – 59
2025
Q1 		$466K Sell
993
-35
-3% -$17.8K 0.2% 45
2024
Q4 		$526K Buy
1,028
+24
+2% +$12.1K 0.22% 43
2024
Q3 		$490K Hold
1,004
– – 0.19% 46
2024
Q2 		$481K Sell
1,004
-16
-2% -$7.2K 0.2% 46
2024
Q1 		$453K Buy
1,020
+125
+14% +$53.6K 0.19% 46
2023
Q4 		$367K Buy
+895
New +$340K 0.19% 42

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 $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

Benson Investment Management Company's QQQ Position: Q2 2025 in Review

Benson Investment Management Company sold out of Invesco QQQ Trust (QQQ) in Q2 2025, closing a stake of 993 shares — an estimated $466K sold.

Benson Investment Management Company first reported a position in QQQ in Q4 2023 and held it in 6 quarters. The position peaked at $526K in Q4 2024. 3,484 funds tracked by Wall St. Rank hold QQQ as of Q2 2025.

  • Benson Investment Management Company reported no remaining Invesco QQQ Trust position as of Q2 2025 after selling out during the quarter.
  • Benson Investment Management Company sold 993 Invesco QQQ Trust shares in Q2 2025, an estimated $466K.
  • Benson Investment Management Company first reported a position in Invesco QQQ Trust in Q4 2023 and held it in 6 quarters.
  • Benson Investment Management Company's Invesco QQQ Trust position peaked at $526K in Q4 2024.
  • 3,484 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2025.

Based on Benson Investment Management Company's 13F filing for Q2 2025, filed 24 Jul 2025.