Clarus Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Clarus Wealth Advisors’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
2019 Q1	–	Sell	-1,000	Closed	-$2K	–	725
2018 Q4	$2K	Buy	+1,000	New	+$167K	﹤0.01%	646

Other funds holding QQQ

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

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

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clarus Wealth Advisors's QQQ Position: Q2 2023 in Review

Clarus Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.09% in Q2 2023, selling an estimated $1.01K and leaving 3,374 shares worth $1.24M. The position accounts for 0.75% of the portfolio, ranked #33.

Clarus Wealth Advisors first reported a position in QQQ in Q1 2018 and has held it in 16 quarters since. The position peaked at $3.21M in Q3 2021. 2,531 funds tracked by Wall St. Rank hold QQQ as of Q2 2023.

Clarus Wealth Advisors held 3,374 shares of Invesco QQQ Trust worth $1.24M as of Q2 2023.
Clarus Wealth Advisors sold 3 Invesco QQQ Trust shares in Q2 2023, an estimated $1.01K.
Invesco QQQ Trust made up 0.75% of Clarus Wealth Advisors's portfolio in Q2 2023, its #33 holding.
Clarus Wealth Advisors first reported a position in Invesco QQQ Trust in Q1 2018 and has held it in 16 quarters since.
Clarus Wealth Advisors's Invesco QQQ Trust position peaked at $3.21M in Q3 2021.
2,531 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.