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Financial Gravity Companies’s Invesco QQQ Trust QQQ Stock Holding History

Financial Gravity Companies’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 		$305K Buy
+596
New +$301K 0.07% 117
2018
Q1 		– Sell
-97
Closed -$16K – 1595
2017
Q4 		$16K Buy
+97
New +$14.8K 0.02% 514

Other funds holding QQQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Financial Gravity Companies's QQQ Position: Q4 2024 in Review

Financial Gravity Companies opened a new position in Invesco QQQ Trust (QQQ) in Q4 2024: 596 shares worth $305K. The stake represents 0.07% of the portfolio and ranks #117 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in QQQ as recently as Q4 2017.

Financial Gravity Companies first reported a position in QQQ in Q4 2017 and has held it in 2 quarters since. 3,408 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

  • Financial Gravity Companies held 596 shares of Invesco QQQ Trust worth $305K as of Q4 2024.
  • Invesco QQQ Trust was a new Financial Gravity Companies position in Q4 2024.
  • Invesco QQQ Trust made up 0.07% of Financial Gravity Companies's portfolio in Q4 2024, its #117 holding.
  • Financial Gravity Companies first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 2 quarters since.
  • 3,408 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.