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Buckingham Strategic Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Buckingham Strategic 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
2024
Q2 		$4.75K Buy
+100
New +$45K ﹤0.01% 775

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

Buckingham Strategic Wealth's QQQ Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Invesco QQQ Trust (QQQ) stake by 3.1% in Q2 2024, buying an estimated $510K and bringing the position to 37,358 shares worth $17.9M. The position accounts for 0.19% of the portfolio, ranked #68.

Buckingham Strategic Wealth first reported a position in QQQ in Q2 2015 and has held it in 33 quarters since. 2,963 funds tracked by Wall St. Rank hold QQQ as of Q2 2024.

  • Buckingham Strategic Wealth held 37,358 shares of Invesco QQQ Trust worth $17.9M as of Q2 2024.
  • Buckingham Strategic Wealth bought 1,134 Invesco QQQ Trust shares in Q2 2024, an estimated $510K.
  • Invesco QQQ Trust made up 0.19% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #68 holding.
  • Buckingham Strategic Wealth first reported a position in Invesco QQQ Trust in Q2 2015 and has held it in 33 quarters since.
  • 2,963 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.