Financial Planners of Cleveland’s Invesco QQQ Trust QQQ Stock Holding History

Financial Planners of Cleveland’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
2022 Q2	–	Sell	-1,083	Closed	-$393K	–	37
2022 Q1	$393K	Sell	1,083 -1,939	-64%	-$689K	0.17%	40
2021 Q4	$1.14M	Buy	+3,022	New	+$1.17M	0.46%	20

Other funds holding QQQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Financial Planners of Cleveland's QQQ Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of Invesco QQQ Trust (QQQ) in Q2 2022, closing a stake of 1,083 shares — an estimated $393K sold.

Financial Planners of Cleveland first reported a position in QQQ in Q4 2021 and held it in 2 quarters. The position peaked at $1.14M in Q4 2021. 2,268 funds tracked by Wall St. Rank hold QQQ as of Q2 2022.

Financial Planners of Cleveland reported no remaining Invesco QQQ Trust position as of Q2 2022 after selling out during the quarter.
Financial Planners of Cleveland sold 1,083 Invesco QQQ Trust shares in Q2 2022, an estimated $393K.
Financial Planners of Cleveland first reported a position in Invesco QQQ Trust in Q4 2021 and held it in 2 quarters.
Financial Planners of Cleveland's Invesco QQQ Trust position peaked at $1.14M in Q4 2021.
2,268 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.