Coulter & Justus Financial Services’s Invesco QQQ Trust QQQ Stock Holding History

Coulter & Justus Financial Services’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 Q1	$640K	Buy	+1,442	New	+$618K	0.14%	61

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coulter & Justus Financial Services's QQQ Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in Invesco QQQ Trust (QQQ) in Q1 2024: 1,442 shares worth $640K. The stake represents 0.14% of the portfolio and ranks #61 among its holdings.

2,906 funds tracked by Wall St. Rank hold QQQ as of Q1 2024.

Coulter & Justus Financial Services held 1,442 shares of Invesco QQQ Trust worth $640K as of Q1 2024.
Invesco QQQ Trust was a new Coulter & Justus Financial Services position in Q1 2024.
Invesco QQQ Trust made up 0.14% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #61 holding.
2,906 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.