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Investment House LLC’s Invesco QQQ Trust QQQ Stock Holding History

Investment House LLC’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
Q1 		– Sell
-465
Closed -$365K – 183
2018
Q4 		$365K Buy
+465
New +$77.8K 0.05% 138
2018
Q2 		– Sell
-827
Closed -$541K – 197
2018
Q1 		$541K Buy
+827
New +$137K 0.07% 133

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Investment House LLC's QQQ Position: Q4 2023 in Review

Investment House LLC sold out of Invesco QQQ Trust (QQQ) in Q4 2023, closing a stake of 45,000 shares — an estimated $16.1M sold.

Investment House LLC first reported a position in QQQ in Q1 2018 and held it in 13 quarters. The position peaked at $19.6M in Q4 2021. 2,844 funds tracked by Wall St. Rank hold QQQ as of Q4 2023.

  • Investment House LLC reported no remaining Invesco QQQ Trust position as of Q4 2023 after selling out during the quarter.
  • Investment House LLC sold 45,000 Invesco QQQ Trust shares in Q4 2023, an estimated $16.1M.
  • Investment House LLC first reported a position in Invesco QQQ Trust in Q1 2018 and held it in 13 quarters.
  • Investment House LLC's Invesco QQQ Trust position peaked at $19.6M in Q4 2021.
  • 2,844 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2023.

Based on Investment House LLC's 13F filing for Q4 2023, filed 5 Feb 2024.