Cardinal Point Wealth Management Partners’s Invesco QQQ Trust QQQ Stock Holding History

Cardinal Point Wealth Management Partners’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
2023 Q1	$2.97M	Hold	9,237	–	–	0.9%	15
2022 Q4	$2.46M	Sell	9,237 -15	-0.2%	-$4.15K	0.85%	14
2022 Q3	$2.49M	Buy	9,252 +1,110	+14%	+$335K	1.19%	12
2022 Q2	$2.29M	Buy	+8,142	New	+$2.53M	1.1%	13

Other funds holding QQQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Cardinal Point Wealth Management Partners's QQQ Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners held its Invesco QQQ Trust (QQQ) position steady in Q1 2023 at 9,237 shares worth $2.97M. The position accounts for 0.9% of the portfolio, ranked #15.

Cardinal Point Wealth Management Partners first reported a position in QQQ in Q2 2022 and has held it in 4 quarters since. 2,446 funds tracked by Wall St. Rank hold QQQ as of Q1 2023.

Cardinal Point Wealth Management Partners held 9,237 shares of Invesco QQQ Trust worth $2.97M as of Q1 2023.
Cardinal Point Wealth Management Partners left its Invesco QQQ Trust share count unchanged in Q1 2023.
Invesco QQQ Trust made up 0.9% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #15 holding.
Cardinal Point Wealth Management Partners first reported a position in Invesco QQQ Trust in Q2 2022 and has held it in 4 quarters since.
2,446 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.