Iron Horse Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Iron Horse Wealth Management’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 Q2	$78.3K	Hold	142	–	–	0.02%	105
2025 Q1	$66.6K	Sell	142 -100	-41%	-$50.8K	0.02%	107
2024 Q4	$124K	Buy	242 +100	+70%	+$50.6K	0.04%	71
2024 Q3	$69.3K	Hold	142	–	–	0.02%	91
2024 Q2	$68K	Hold	142	–	–	0.03%	83
2024 Q1	$63K	Sell	142 -161	-53%	-$69K	0.02%	79
2023 Q4	$124K	Buy	303 +3	+1%	+$1.14K	0.05%	48
2023 Q3	$107K	Hold	300	–	–	0.05%	48
2023 Q2	$111K	Hold	300	–	–	0.05%	48
2023 Q1	$96.3K	Hold	300	–	–	0.05%	54
2022 Q4	$80K	Buy	+300	New	+$83K	0.04%	58
2022 Q3	–	Sell	-11	Closed	-$3K	–	246
2022 Q2	$3K	Buy	+11	New	+$3.41K	﹤0.01%	181

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Iron Horse Wealth Management's QQQ Position: Q2 2025 in Review

Iron Horse Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q2 2025 at 142 shares worth $78.3K. The position accounts for 0.02% of the portfolio, ranked #105.

Iron Horse Wealth Management first reported a position in QQQ in Q2 2022 and has held it in 12 quarters since. The position peaked at $124K in Q4 2023. 3,482 funds tracked by Wall St. Rank hold QQQ as of Q2 2025.

Iron Horse Wealth Management held 142 shares of Invesco QQQ Trust worth $78.3K as of Q2 2025.
Iron Horse Wealth Management left its Invesco QQQ Trust share count unchanged in Q2 2025.
Invesco QQQ Trust made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #105 holding.
Iron Horse Wealth Management first reported a position in Invesco QQQ Trust in Q2 2022 and has held it in 12 quarters since.
Iron Horse Wealth Management's Invesco QQQ Trust position peaked at $124K in Q4 2023.
3,482 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.