Crestmont Private Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Crestmont Private Wealth’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
2022 Q2	–	Sell	-15	Closed	-$5K	–	43
2022 Q1	$5K	Buy	+15	New	+$5.33K	﹤0.01%	42

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Crestmont Private Wealth's QQQ Position: Q2 2022 in Review

Crestmont Private Wealth sold out of Invesco QQQ Trust (QQQ) in Q2 2022, closing a stake of 15 shares — an estimated $5K sold.

Crestmont Private Wealth first reported a position in QQQ in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 2,267 funds tracked by Wall St. Rank hold QQQ as of Q2 2022.

Crestmont Private Wealth reported no remaining Invesco QQQ Trust position as of Q2 2022 after selling out during the quarter.
Crestmont Private Wealth sold 15 Invesco QQQ Trust shares in Q2 2022, an estimated $5K.
Crestmont Private Wealth first reported a position in Invesco QQQ Trust in Q1 2022 and held it in 1 quarter.
Crestmont Private Wealth's Invesco QQQ Trust position peaked at $5K in Q1 2022.
2,267 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2022.

Based on Crestmont Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.