DCM Advisors’s Invesco QQQ Trust QQQ Stock Holding History

DCM 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
2024 Q4	–	Sell	-496	Closed	-$242K	–	49
2024 Q3	$242K	Sell	496 -52	-9%	-$24.6K	0.12%	48
2024 Q2	$263K	Buy	+548	New	+$246K	0.14%	48

Other funds holding QQQ

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

DCM Advisors's QQQ Position: Q4 2024 in Review

DCM Advisors sold out of Invesco QQQ Trust (QQQ) in Q4 2024, closing a stake of 496 shares — an estimated $242K sold.

DCM Advisors first reported a position in QQQ in Q2 2024 and held it in 2 quarters. The position peaked at $263K in Q2 2024. 3,409 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

DCM Advisors reported no remaining Invesco QQQ Trust position as of Q4 2024 after selling out during the quarter.
DCM Advisors sold 496 Invesco QQQ Trust shares in Q4 2024, an estimated $242K.
DCM Advisors first reported a position in Invesco QQQ Trust in Q2 2024 and held it in 2 quarters.
DCM Advisors's Invesco QQQ Trust position peaked at $263K in Q2 2024.
3,409 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on DCM Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.