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Econ Financial Services’s Invesco QQQ Trust QQQ Stock Holding History

Econ Financial Services’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
Q1 		– Sell
-2,540
Closed -$676K – 93
2022
Q4 		$676K Sell
2,540
-297
-10% -$82.1K 0.69% 38
2022
Q3 		$758K Buy
2,837
+2,095
+282% +$632K 0.62% 52
2022
Q2 		$208K Buy
742
+729
+5,608% +$226K 0.17% 74
2022
Q1 		$5K Hold
13
– – ﹤0.01% 120
2021
Q4 		$5K Buy
+13
New +$5.02K ﹤0.01% 153

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Econ Financial Services's QQQ Position: Q1 2023 in Review

Econ Financial Services sold out of Invesco QQQ Trust (QQQ) in Q1 2023, closing a stake of 2,540 shares — an estimated $676K sold.

Econ Financial Services first reported a position in QQQ in Q4 2021 and held it in 5 quarters. The position peaked at $758K in Q3 2022. 2,446 funds tracked by Wall St. Rank hold QQQ as of Q1 2023.

  • Econ Financial Services reported no remaining Invesco QQQ Trust position as of Q1 2023 after selling out during the quarter.
  • Econ Financial Services sold 2,540 Invesco QQQ Trust shares in Q1 2023, an estimated $676K.
  • Econ Financial Services first reported a position in Invesco QQQ Trust in Q4 2021 and held it in 5 quarters.
  • Econ Financial Services's Invesco QQQ Trust position peaked at $758K in Q3 2022.
  • 2,446 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2023.

Based on Econ Financial Services's 13F filing for Q1 2023, filed 21 Apr 2023.