Blue Chip Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Blue Chip 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 Q3	$1.34M	Buy	4,837 +1,314	+37%	+$356K	1.06%	26
2020 Q2	$872K	Buy	3,523 +881	+33%	+$197K	0.83%	33
2020 Q1	$503K	Sell	2,642 -933	-26%	-$198K	0.63%	44
2019 Q4	$760K	Buy	3,575 +6	+0.2%	+$1.2K	0.7%	39
2019 Q3	$674K	Sell	3,569 -1,029	-22%	-$195K	0.7%	42
2019 Q2	$859K	Buy	4,598 +1,035	+29%	+$190K	0.91%	34
2019 Q1	$640K	Buy	+3,563	New	+$605K	0.73%	42
2018 Q4	–	Sell	-1,200	Closed	-$223K	–	95
2018 Q3	$223K	Sell	1,200 -200	-14%	-$36.2K	0.22%	90
2018 Q2	$240K	Buy	+1,400	New	+$235K	0.26%	92

Other funds holding QQQ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Blue Chip Wealth Management's QQQ Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 37% in Q3 2020, buying an estimated $356K and bringing the position to 4,837 shares worth $1.34M. The position accounts for 1.06% of the portfolio, ranked #26.

Blue Chip Wealth Management first reported a position in QQQ in Q2 2018 and has held it in 9 quarters since. 1,696 funds tracked by Wall St. Rank hold QQQ as of Q3 2020.

Blue Chip Wealth Management held 4,837 shares of Invesco QQQ Trust worth $1.34M as of Q3 2020.
Blue Chip Wealth Management bought 1,314 Invesco QQQ Trust shares in Q3 2020, an estimated $356K.
Invesco QQQ Trust made up 1.06% of Blue Chip Wealth Management's portfolio in Q3 2020, its #26 holding.
Blue Chip Wealth Management first reported a position in Invesco QQQ Trust in Q2 2018 and has held it in 9 quarters since.
1,696 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.