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Gimbal Financial’s Invesco QQQ Trust QQQ Stock Holding History

Gimbal Financial’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 		$213K Buy
+355
New +$203K 0.13% 52
2024
Q4 		– Sell
-481
Closed -$237K – 56
2024
Q3 		$237K Sell
481
-88
-15% -$41.6K 0.15% 45
2024
Q2 		$280K Buy
569
+1
+0.2% +$450 0.21% 34
2024
Q1 		$252K Sell
568
-135
-19% -$57.9K 0.21% 40
2023
Q4 		$288K Buy
+703
New +$267K 0.29% 33

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 $377B AUM 19.32% 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 $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gimbal Financial's QQQ Position: Q3 2025 in Review

Gimbal Financial opened a new position in Invesco QQQ Trust (QQQ) in Q3 2025: 355 shares worth $213K. The stake represents 0.13% of the portfolio and ranks #52 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in QQQ as recently as Q3 2024.

Gimbal Financial first reported a position in QQQ in Q4 2023 and has held it in 5 quarters since. The position peaked at $288K in Q4 2023. 3,563 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Gimbal Financial held 355 shares of Invesco QQQ Trust worth $213K as of Q3 2025.
  • Invesco QQQ Trust was a new Gimbal Financial position in Q3 2025.
  • Invesco QQQ Trust made up 0.13% of Gimbal Financial's portfolio in Q3 2025, its #52 holding.
  • Gimbal Financial first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 5 quarters since.
  • Gimbal Financial's Invesco QQQ Trust position peaked at $288K in Q4 2023.
  • 3,563 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.