Gitterman Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Gitterman Wealth 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	$477K	Hold	794	–	–	0.11%	50
2025 Q2	$438K	Hold	794	–	–	0.1%	53
2025 Q1	$372K	Hold	794	–	–	0.1%	57
2024 Q4	$406K	Sell	794 -98	-11%	-$49.6K	0.17%	49
2024 Q3	$435K	Sell	892 -15	-2%	-$7.1K	0.18%	36
2024 Q2	$435K	Buy	907 +157	+21%	+$70.6K	0.17%	34
2024 Q1	$333K	Buy	750 +15	+2%	+$6.43K	0.13%	52
2023 Q4	$301K	Hold	735	–	–	0.13%	48
2023 Q3	$263K	Sell	735 -265	-27%	-$98.3K	0.12%	43
2023 Q2	$369K	Hold	1,000	–	–	0.17%	30
2023 Q1	$321K	Sell	1,000 -4	-0.4%	-$1.18K	0.15%	30
2022 Q4	$267K	Sell	1,004 -222	-18%	-$61.4K	0.13%	40
2022 Q3	$328K	Hold	1,226	–	–	0.34%	36
2022 Q2	$344K	Hold	1,226	–	–	0.32%	37
2022 Q1	$444K	Sell	1,226 -203	-14%	-$72.1K	0.36%	34
2021 Q4	$569K	Buy	1,429 +203	+17%	+$78.4K	0.42%	30
2021 Q3	$439K	Hold	1,226	–	–	0.35%	32
2021 Q2	$435K	Sell	1,226 -300	-20%	-$101K	0.35%	33
2021 Q1	$487K	Buy	+1,526	New	+$488K	0.31%	29

Other funds holding QQQ

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gitterman Wealth Management's QQQ Position: Q3 2025 in Review

Gitterman Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q3 2025 at 794 shares worth $477K. The position accounts for 0.11% of the portfolio, ranked #50.

Gitterman Wealth Management first reported a position in QQQ in Q1 2021 and has held it in 19 quarters since. The position peaked at $569K in Q4 2021. 3,561 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

Gitterman Wealth Management held 794 shares of Invesco QQQ Trust worth $477K as of Q3 2025.
Gitterman Wealth Management left its Invesco QQQ Trust share count unchanged in Q3 2025.
Invesco QQQ Trust made up 0.11% of Gitterman Wealth Management's portfolio in Q3 2025, its #50 holding.
Gitterman Wealth Management first reported a position in Invesco QQQ Trust in Q1 2021 and has held it in 19 quarters since.
Gitterman Wealth Management's Invesco QQQ Trust position peaked at $569K in Q4 2021.
3,561 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.