DRS
QQQ icon

Deane Retirement Strategies’s Invesco QQQ Trust QQQ Stock Holding History

Deane Retirement Strategies’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
Q2 		– Sell
-65
Closed -$28.9K – 85
2024
Q1 		$28.9K Buy
+65
New +$27.9K 0.01% 56
2022
Q1 		– Sell
-34,828
Closed -$13.9M – 62
2021
Q4 		$13.9M Buy
34,828
+328
+1% +$127K 7.32% 3
2021
Q3 		$12.3M Sell
34,500
-122
-0.4% -$44.9K 6.91% 3
2021
Q2 		$12.3M Buy
+34,622
New +$11.6M 6.75% 2

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Deane Retirement Strategies's QQQ Position: Q2 2024 in Review

Deane Retirement Strategies sold out of Invesco QQQ Trust (QQQ) in Q2 2024, closing a stake of 65 shares — an estimated $28.9K sold.

Deane Retirement Strategies first reported a position in QQQ in Q2 2021 and held it in 4 quarters. The position peaked at $13.9M in Q4 2021. 2,963 funds tracked by Wall St. Rank hold QQQ as of Q2 2024.

  • Deane Retirement Strategies reported no remaining Invesco QQQ Trust position as of Q2 2024 after selling out during the quarter.
  • Deane Retirement Strategies sold 65 Invesco QQQ Trust shares in Q2 2024, an estimated $28.9K.
  • Deane Retirement Strategies first reported a position in Invesco QQQ Trust in Q2 2021 and held it in 4 quarters.
  • Deane Retirement Strategies's Invesco QQQ Trust position peaked at $13.9M in Q4 2021.
  • 2,963 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2024.

Based on Deane Retirement Strategies's 13F filing for Q2 2024, filed 9 Jul 2024.