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Carmichael Hill & Associates’s Invesco QQQ Trust QQQ Stock Holding History

Carmichael Hill & Associates’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
Q4 		– Sell
-300
Closed -$83K – 758
2020
Q3 		$83K Sell
300
-1,700
-85% -$461K 0.06% 234
2020
Q2 		$496K Buy
+2,000
New +$448K 0.36% 59

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
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
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
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Carmichael Hill & Associates's QQQ Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Invesco QQQ Trust (QQQ) stake by 4.8% in Q3 2024, buying an estimated $68.6K and bringing the position to 3,177 shares worth $1.55M. The position accounts for 0.55% of the portfolio, ranked #40.

Carmichael Hill & Associates first reported a position in QQQ in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.8M in Q4 2021. 3,050 funds tracked by Wall St. Rank hold QQQ as of Q3 2024.

  • Carmichael Hill & Associates held 3,177 shares of Invesco QQQ Trust worth $1.55M as of Q3 2024.
  • Carmichael Hill & Associates bought 145 Invesco QQQ Trust shares in Q3 2024, an estimated $68.6K.
  • Invesco QQQ Trust made up 0.55% of Carmichael Hill & Associates's portfolio in Q3 2024, its #40 holding.
  • Carmichael Hill & Associates first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 28 quarters since.
  • Carmichael Hill & Associates's Invesco QQQ Trust position peaked at $1.8M in Q4 2021.
  • 3,050 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.