Castle Financial & Retirement Planning Associates’s Invesco QQQ Trust QQQ Stock Holding History

Castle Financial & Retirement Planning 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
2021 Q4	$6K	Buy	+17	New	+$6.56K	0.02%	132

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

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's QQQ Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Invesco QQQ Trust (QQQ) in Q4 2021: 17 shares worth $6K. The stake represents 0.02% of the portfolio and ranks #132 among its holdings.

2,387 funds tracked by Wall St. Rank hold QQQ as of Q4 2021.

Castle Financial & Retirement Planning Associates held 17 shares of Invesco QQQ Trust worth $6K as of Q4 2021.
Invesco QQQ Trust was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Invesco QQQ Trust made up 0.02% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #132 holding.
2,387 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.