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Empire Financial Management Company’s Invesco QQQ Trust QQQ Stock Holding History

Empire Financial Management Company’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
-544
Closed -$266K – 211
2024
Q3 		$266K Buy
544
+3
+0.6% +$1.42K 0.08% 180
2024
Q2 		$260K Buy
541
+17
+3% +$7.65K 0.09% 183
2024
Q1 		$233K Sell
524
-11
-2% -$4.72K 0.08% 192
2023
Q4 		$219K Buy
+535
New +$203K 0.09% 186
2023
Q3 		– Sell
-551
Closed -$204K – 199
2023
Q2 		$204K Buy
+551
New +$185K 0.08% 191

Other funds holding QQQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Empire Financial Management Company's QQQ Position: Q4 2024 in Review

Empire Financial Management Company sold out of Invesco QQQ Trust (QQQ) in Q4 2024, closing a stake of 544 shares — an estimated $266K sold.

Empire Financial Management Company first reported a position in QQQ in Q2 2023 and held it in 5 quarters. The position peaked at $266K in Q3 2024. 3,409 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

  • Empire Financial Management Company reported no remaining Invesco QQQ Trust position as of Q4 2024 after selling out during the quarter.
  • Empire Financial Management Company sold 544 Invesco QQQ Trust shares in Q4 2024, an estimated $266K.
  • Empire Financial Management Company first reported a position in Invesco QQQ Trust in Q2 2023 and held it in 5 quarters.
  • Empire Financial Management Company's Invesco QQQ Trust position peaked at $266K in Q3 2024.
  • 3,409 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on Empire Financial Management Company's 13F filing for Q4 2024, filed 14 Feb 2025.