Better Money Decisions’s Invesco QQQ Trust QQQ Stock Holding History

Better Money Decisions’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	$289K	Hold	524	–	–	0.18%	65
2025 Q1	$245K	Hold	524	–	–	0.16%	64
2024 Q4	$268K	Sell	524 -7	-1%	-$3.54K	0.19%	61
2024 Q3	$259K	Sell	531 -25	-4%	-$11.8K	0.18%	60
2024 Q2	$266K	Buy	556 +3	+0.5%	+$1.35K	0.2%	56
2024 Q1	$245K	Buy	553 +1	+0.2%	+$429	0.19%	58
2023 Q4	$226K	Buy	+552	New	+$210K	0.19%	59
2023 Q2	–	Sell	-699	Closed	-$224K	–	65
2023 Q1	$224K	Buy	+699	New	+$206K	0.19%	59
2022 Q3	–	Sell	-709	Closed	-$199K	–	344
2022 Q2	$199K	Sell	709 -201	-22%	-$62.4K	0.17%	58
2022 Q1	$330K	Sell	910 -16	-2%	-$5.68K	0.31%	50
2021 Q4	$368K	Sell	926 -8	-0.9%	-$3.09K	0.31%	47
2021 Q3	$334K	Buy	934 +3	+0.3%	+$1.1K	0.28%	51
2021 Q2	$330K	Buy	931 +427	+85%	+$144K	0.3%	50
2021 Q1	$161K	Buy	+504	New	+$161K	0.17%	67

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Better Money Decisions's QQQ Position: Q2 2025 in Review

Better Money Decisions held its Invesco QQQ Trust (QQQ) position steady in Q2 2025 at 524 shares worth $289K. The position accounts for 0.18% of the portfolio, ranked #65.

Better Money Decisions first reported a position in QQQ in Q1 2021 and has held it in 14 quarters since. The position peaked at $368K in Q4 2021. 3,483 funds tracked by Wall St. Rank hold QQQ as of Q2 2025.

Better Money Decisions held 524 shares of Invesco QQQ Trust worth $289K as of Q2 2025.
Better Money Decisions left its Invesco QQQ Trust share count unchanged in Q2 2025.
Invesco QQQ Trust made up 0.18% of Better Money Decisions's portfolio in Q2 2025, its #65 holding.
Better Money Decisions first reported a position in Invesco QQQ Trust in Q1 2021 and has held it in 14 quarters since.
Better Money Decisions's Invesco QQQ Trust position peaked at $368K in Q4 2021.
3,483 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.