Guidant Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Guidant Wealth 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 Q3	$265K	Hold	1,406	–	–	0.1%	98
2019 Q2	$263K	Hold	1,406	–	–	0.1%	99
2019 Q1	$253K	Hold	1,406	–	–	0.1%	98
2018 Q4	$216K	Hold	1,406	–	–	0.1%	80
2018 Q3	$261K	Hold	1,406	–	–	0.11%	41
2018 Q2	$242K	Hold	1,406	–	–	0.11%	41
2018 Q1	$218K	Hold	1,406	–	–	0.1%	42
2017 Q4	$228K	Hold	1,406	–	–	0.1%	43
2017 Q3	$207K	Hold	1,406	–	–	0.15%	40
2017 Q2	$194K	Hold	1,406	–	–	0.1%	69
2017 Q1	$185K	Buy	1,406 +1,206	+603%	+$154K	0.1%	68
2016 Q4	$25K	Hold	200	–	–	0.01%	117
2016 Q3	$24K	Buy	+200	New	+$23.1K	0.01%	116

Other funds holding QQQ

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Guidant Wealth Advisors's QQQ Position: Q3 2019 in Review

Guidant Wealth Advisors held its Invesco QQQ Trust (QQQ) position steady in Q3 2019 at 1,406 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #98.

Guidant Wealth Advisors first reported a position in QQQ in Q3 2016 and has held it in 13 quarters since. 1,281 funds tracked by Wall St. Rank hold QQQ as of Q3 2019.

Guidant Wealth Advisors held 1,406 shares of Invesco QQQ Trust worth $265K as of Q3 2019.
Guidant Wealth Advisors left its Invesco QQQ Trust share count unchanged in Q3 2019.
Invesco QQQ Trust made up 0.1% of Guidant Wealth Advisors's portfolio in Q3 2019, its #98 holding.
Guidant Wealth Advisors first reported a position in Invesco QQQ Trust in Q3 2016 and has held it in 13 quarters since.
1,281 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.