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

Echo 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
2023 Q2	–	Sell	-1,628	Closed	-$522K	–	41
2023 Q1	$522K	Hold	1,628	–	–	0.58%	27
2022 Q4	$457K	Sell	1,628 -10	-0.6%	-$2.77K	0.49%	31
2022 Q3	$466K	Hold	1,638	–	–	0.61%	27
2022 Q2	$484K	Buy	1,638 +10	+0.6%	+$3.1K	0.65%	27
2022 Q1	$551K	Hold	1,628	–	–	0.65%	27
2021 Q4	$619K	Hold	1,628	–	–	0.71%	30
2021 Q3	$588K	Sell	1,628 -68	-4%	-$25K	0.7%	29
2021 Q2	$612K	Hold	1,696	–	–	0.78%	28
2021 Q1	$541K	Hold	1,696	–	–	0.68%	31
2020 Q4	$532K	Buy	+1,696	New	+$498K	0.7%	29

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Echo Wealth Management's QQQ Position: Q2 2023 in Review

Echo Wealth Management sold out of Invesco QQQ Trust (QQQ) in Q2 2023, closing a stake of 1,628 shares — an estimated $522K sold.

Echo Wealth Management first reported a position in QQQ in Q4 2020 and held it in 10 quarters. The position peaked at $619K in Q4 2021. 2,530 funds tracked by Wall St. Rank hold QQQ as of Q2 2023.

Echo Wealth Management reported no remaining Invesco QQQ Trust position as of Q2 2023 after selling out during the quarter.
Echo Wealth Management sold 1,628 Invesco QQQ Trust shares in Q2 2023, an estimated $522K.
Echo Wealth Management first reported a position in Invesco QQQ Trust in Q4 2020 and held it in 10 quarters.
Echo Wealth Management's Invesco QQQ Trust position peaked at $619K in Q4 2021.
2,530 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2023.

Based on Echo Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.