Householder Group Estate & Retirement Specialist’s Invesco QQQ Trust QQQ Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$2.59M	Sell	5,070 -4,844	-49%	-$2.45M	1.94%	11
2024 Q3	$4.84M	Sell	9,914 -1,736	-15%	-$822K	1.41%	12
2024 Q2	$5.58M	Buy	11,650 +860	+8%	+$387K	1.57%	11
2024 Q1	$4.79M	Sell	10,790 -2,604	-19%	-$1.12M	1.43%	11
2023 Q4	$5.49M	Buy	13,394 +178	+1%	+$67.6K	1.8%	9
2023 Q3	$4.74M	Buy	+13,216	New	+$4.9M	1.71%	9
2023 Q1	$2.61M	Buy	+8,143	New	+$2.4M	1%	17
2022 Q4	–	Sell	-6,300	Closed	-$1.68M	–	917
2022 Q3	$1.68M	Buy	6,300 +200	+3%	+$60.4K	0.69%	25
2022 Q2	$1.71M	Buy	6,100 +62	+1%	+$19.2K	0.76%	30
2022 Q1	$2.19M	Sell	6,038 -7,043	-54%	-$2.5M	0.88%	25
2021 Q4	$5.2M	Buy	+13,081	New	+$5.05M	1.94%	8

Other funds holding QQQ

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $445B AUM 25.58% 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

Householder Group Estate & Retirement Specialist's QQQ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Invesco QQQ Trust (QQQ) stake by 49% in Q4 2024, selling an estimated $2.45M and leaving 5,070 shares worth $2.59M. The position accounts for 1.94% of the portfolio, ranked #11.

Householder Group Estate & Retirement Specialist first reported a position in QQQ in Q4 2021 and has held it in 11 quarters since. The position peaked at $5.58M in Q2 2024. 3,410 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

Householder Group Estate & Retirement Specialist held 5,070 shares of Invesco QQQ Trust worth $2.59M as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 4,844 Invesco QQQ Trust shares in Q4 2024, an estimated $2.45M.
Invesco QQQ Trust made up 1.94% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #11 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Invesco QQQ Trust position peaked at $5.58M in Q2 2024.
3,410 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.