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Investors Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Investors Financial Group’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
2022
Q1 		– Sell
-12,238
Closed -$4.87M – 140
2021
Q4 		$4.87M Buy
12,238
+55
+0.5% +$21.2K 2.27% 5
2021
Q3 		$4.36M Buy
12,183
+31
+0.3% +$11.4K 2.31% 5
2021
Q2 		$4.31M Buy
12,152
+169
+1% +$56.8K 2.31% 5
2021
Q1 		$3.82M Sell
11,983
-1,224
-9% -$391K 2.24% 5
2020
Q4 		$4.14M Buy
13,207
+248
+2% +$72.8K 2.74% 5
2020
Q3 		$3.6M Buy
12,959
+526
+4% +$143K 2.69% 5
2020
Q2 		$3.08M Buy
12,433
+407
+3% +$91.2K 2.53% 4
2020
Q1 		$2.29M Buy
12,026
+883
+8% +$187K 2.31% 7
2019
Q4 		$2.37M Buy
+11,143
New +$2.23M 1.93% 10

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investors Financial Group's QQQ Position: Q1 2022 in Review

Investors Financial Group sold out of Invesco QQQ Trust (QQQ) in Q1 2022, closing a stake of 12,238 shares — an estimated $4.87M sold.

Investors Financial Group first reported a position in QQQ in Q4 2019 and held it in 9 quarters. The position peaked at $4.87M in Q4 2021. 2,330 funds tracked by Wall St. Rank hold QQQ as of Q1 2022.

  • Investors Financial Group reported no remaining Invesco QQQ Trust position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 12,238 Invesco QQQ Trust shares in Q1 2022, an estimated $4.87M.
  • Investors Financial Group first reported a position in Invesco QQQ Trust in Q4 2019 and held it in 9 quarters.
  • Investors Financial Group's Invesco QQQ Trust position peaked at $4.87M in Q4 2021.
  • 2,330 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.