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Indie Asset Partners’s Invesco QQQ Trust QQQ Stock Holding History

Indie Asset Partners’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
Q1 		– Sell
-464
Closed -$237K – 113
2024
Q4 		$237K Sell
464
-127
-21% -$64.2K 0.19% 97
2024
Q3 		$288K Sell
591
-5
-0.8% -$2.37K 0.22% 78
2024
Q2 		$285K Sell
596
-148
-20% -$66.6K 0.23% 73
2024
Q1 		$330K Buy
+744
New +$319K 0.29% 53
2022
Q3 		– Sell
-1,386
Closed -$389K – 106
2022
Q2 		$389K Buy
1,386
+111
+9% +$34.4K 0.34% 55
2022
Q1 		$462K Buy
1,275
+401
+46% +$142K 0.35% 57
2021
Q4 		$348K Buy
+874
New +$337K 0.25% 83
2020
Q2 		– Sell
-1,223
Closed -$233K – 97
2020
Q1 		$233K Sell
1,223
-2,225
-65% -$471K 0.29% 65
2019
Q4 		$733K Buy
+3,448
New +$690K 0.78% 28

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Indie Asset Partners's QQQ Position: Q1 2025 in Review

Indie Asset Partners sold out of Invesco QQQ Trust (QQQ) in Q1 2025, closing a stake of 464 shares — an estimated $237K sold.

Indie Asset Partners first reported a position in QQQ in Q4 2019 and held it in 9 quarters. The position peaked at $733K in Q4 2019. 3,348 funds tracked by Wall St. Rank hold QQQ as of Q1 2025.

  • Indie Asset Partners reported no remaining Invesco QQQ Trust position as of Q1 2025 after selling out during the quarter.
  • Indie Asset Partners sold 464 Invesco QQQ Trust shares in Q1 2025, an estimated $237K.
  • Indie Asset Partners first reported a position in Invesco QQQ Trust in Q4 2019 and held it in 9 quarters.
  • Indie Asset Partners's Invesco QQQ Trust position peaked at $733K in Q4 2019.
  • 3,348 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2025.

Based on Indie Asset Partners's 13F filing for Q1 2025, filed 7 May 2025.