Geller Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Geller Advisors’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
2019 Q4	–	Sell	-700	Closed	-$132K	–	73
2019 Q3	$132K	Buy	+700	New	+$133K	0.05%	68

Other funds holding QQQ

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

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

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

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

Geller Advisors's QQQ Position: Q4 2024 in Review

Geller Advisors increased its Invesco QQQ Trust (QQQ) stake by 7.2% in Q4 2024, buying an estimated $971K and bringing the position to 28,720 shares worth $14.7M. The position accounts for 0.96% of the portfolio, ranked #12.

Geller Advisors first reported a position in QQQ in Q4 2016 and has held it in 30 quarters since. 3,408 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

Geller Advisors held 28,720 shares of Invesco QQQ Trust worth $14.7M as of Q4 2024.
Geller Advisors bought 1,920 Invesco QQQ Trust shares in Q4 2024, an estimated $971K.
Invesco QQQ Trust made up 0.96% of Geller Advisors's portfolio in Q4 2024, its #12 holding.
Geller Advisors first reported a position in Invesco QQQ Trust in Q4 2016 and has held it in 30 quarters since.
3,408 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.