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Financial Advocates Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-900
Closed -$496K – 464
2025
Q2 		$496K Buy
+900
New +$448K 0.04% 358
2025
Q1 		– Sell
-300
Closed -$153K – 779
2024
Q4 		$153K Sell
300
-200
-40% -$101K 0.01% 711
2024
Q3 		$244K Buy
+500
New +$237K 0.01% 663
2024
Q2 		– Sell
-1,000
Closed -$444K – 807
2024
Q1 		$444K Buy
1,000
+990
+9,900% +$424K 0.03% 480
2023
Q4 		$3.61K Buy
+10
New +$3.8K ﹤0.01% 728
2022
Q1 		– Sell
-80,873
Closed -$32.2M – 798
2021
Q4 		$32.2M Buy
+80,873
New +$31.2M 2.03% 4
2020
Q3 		– Sell
-75,632
Closed -$18.8M – 677
2020
Q2 		$18.8M Buy
75,632
+75,482
+50,321% +$16.9M 1.78% 6
2020
Q1 		$215K Buy
+150
New +$31.8K 0.03% 426

Other funds holding QQQ

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 $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's QQQ Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Invesco QQQ Trust (QQQ) stake by 93% in Q3 2025, selling an estimated $8.14M and leaving 1,102 shares worth $662K. The position accounts for 0.37% of the portfolio, ranked #68.

Financial Advocates Investment Management first reported a position in QQQ in Q4 2017 and has held it in 30 quarters since. The position peaked at $32.3M in Q3 2018. 3,565 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Financial Advocates Investment Management held 1,102 shares of Invesco QQQ Trust worth $662K as of Q3 2025.
  • Financial Advocates Investment Management sold 14,210 Invesco QQQ Trust shares in Q3 2025, an estimated $8.14M.
  • Invesco QQQ Trust made up 0.37% of Financial Advocates Investment Management's portfolio in Q3 2025, its #68 holding.
  • Financial Advocates Investment Management first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 30 quarters since.
  • Financial Advocates Investment Management's Invesco QQQ Trust position peaked at $32.3M in Q3 2018.
  • 3,565 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.