Hall Private Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Hall Private 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
2023 Q3	$4.33M	Buy	12,086 +1,304	+12%	+$484K	2.91%	14
2023 Q2	$3.98M	Buy	+10,782	New	+$3.63M	2.15%	18
2020 Q4	$251K	Buy	+800	New	+$235K	0.21%	40

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Hall Private Wealth Advisors's QQQ Position: Q3 2023 in Review

Hall Private Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 12% in Q3 2023, buying an estimated $484K and bringing the position to 12,086 shares worth $4.33M. The position accounts for 2.91% of the portfolio, ranked #14.

Hall Private Wealth Advisors first reported a position in QQQ in Q4 2020 and has held it in 3 quarters since. 2,532 funds tracked by Wall St. Rank hold QQQ as of Q3 2023.

Hall Private Wealth Advisors held 12,086 shares of Invesco QQQ Trust worth $4.33M as of Q3 2023.
Hall Private Wealth Advisors bought 1,304 Invesco QQQ Trust shares in Q3 2023, an estimated $484K.
Invesco QQQ Trust made up 2.91% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #14 holding.
Hall Private Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 3 quarters since.
2,532 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.