Fiduciary Family Office’s Invesco QQQ Trust QQQ Stock Holding History

Fiduciary Family Office’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
2025 Q1	–	Sell	-160	Closed	-$81.8K	–	224
2024 Q4	$81.8K	Buy	+160	New	+$80.9K	0.02%	71
2024 Q1	–	Sell	-2,982	Closed	-$1.22M	–	231
2023 Q4	$1.22M	Buy	+2,982	New	+$1.13M	0.53%	40

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fiduciary Family Office's QQQ Position: Q1 2025 in Review

Fiduciary Family Office sold out of Invesco QQQ Trust (QQQ) in Q1 2025, closing a stake of 160 shares — an estimated $81.8K sold.

Fiduciary Family Office first reported a position in QQQ in Q4 2023 and held it in 2 quarters. The position peaked at $1.22M in Q4 2023. 3,349 funds tracked by Wall St. Rank hold QQQ as of Q1 2025.

Fiduciary Family Office reported no remaining Invesco QQQ Trust position as of Q1 2025 after selling out during the quarter.
Fiduciary Family Office sold 160 Invesco QQQ Trust shares in Q1 2025, an estimated $81.8K.
Fiduciary Family Office first reported a position in Invesco QQQ Trust in Q4 2023 and held it in 2 quarters.
Fiduciary Family Office's Invesco QQQ Trust position peaked at $1.22M in Q4 2023.
3,349 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2025.

Based on Fiduciary Family Office's 13F filing for Q1 2025, filed 12 May 2025.