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Jackson Thornton Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Jackson Thornton 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
Q3 		– Sell
-393
Closed -$217K – 290
2025
Q2 		$217K Buy
+393
New +$195K 0.02% 127
2025
Q1 		– Sell
-393
Closed -$201K – 108
2024
Q4 		$201K Buy
+393
New +$199K 0.03% 81

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jackson Thornton Wealth Management's QQQ Position: Q3 2025 in Review

Jackson Thornton Wealth Management sold out of Invesco QQQ Trust (QQQ) in Q3 2025, closing a stake of 393 shares — an estimated $217K sold.

Jackson Thornton Wealth Management first reported a position in QQQ in Q4 2024 and held it in 2 quarters. The position peaked at $217K in Q2 2025. 3,571 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Jackson Thornton Wealth Management reported no remaining Invesco QQQ Trust position as of Q3 2025 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 393 Invesco QQQ Trust shares in Q3 2025, an estimated $217K.
  • Jackson Thornton Wealth Management first reported a position in Invesco QQQ Trust in Q4 2024 and held it in 2 quarters.
  • Jackson Thornton Wealth Management's Invesco QQQ Trust position peaked at $217K in Q2 2025.
  • 3,571 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Jackson Thornton Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.