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Dechtman Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Dechtman Wealth Management’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 		$287K Buy
561
+2
+0.4% +$1.01K 0.06% 55
2024
Q3 		$273K Sell
559
-84
-13% -$39.8K 0.06% 55
2024
Q2 		$308K Buy
643
+1
+0.2% +$450 0.07% 46
2024
Q1 		$285K Buy
+642
New +$275K 0.07% 50

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dechtman Wealth Management's QQQ Position: Q4 2024 in Review

Dechtman Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 0.36% in Q4 2024, buying an estimated $1.01K and bringing the position to 561 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #55.

Dechtman Wealth Management first reported a position in QQQ in Q1 2024 and has held it in 4 quarters since. The position peaked at $308K in Q2 2024. 3,415 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

  • Dechtman Wealth Management held 561 shares of Invesco QQQ Trust worth $287K as of Q4 2024.
  • Dechtman Wealth Management bought 2 Invesco QQQ Trust shares in Q4 2024, an estimated $1.01K.
  • Invesco QQQ Trust made up 0.06% of Dechtman Wealth Management's portfolio in Q4 2024, its #55 holding.
  • Dechtman Wealth Management first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 4 quarters since.
  • Dechtman Wealth Management's Invesco QQQ Trust position peaked at $308K in Q2 2024.
  • 3,415 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.