Janiczek Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Janiczek 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
2024 Q2	$371K	Buy	773 +523	+209%	+$235K	0.08%	107
2024 Q1	$111K	Buy	250 +21	+9%	+$9K	0.02%	269
2023 Q4	$93.8K	Hold	229	–	–	0.02%	274
2023 Q3	$82.1K	Hold	229	–	–	0.02%	285
2023 Q2	$84.7K	Hold	229	–	–	0.02%	241
2023 Q1	$73K	Hold	229	–	–	0.02%	258
2022 Q4	$63.9K	Sell	229 -41	-15%	-$11.3K	0.02%	283
2022 Q3	$72K	Buy	270 +8	+3%	+$2.41K	0.02%	255
2022 Q2	$83K	Buy	262 +81	+45%	+$25.1K	0.02%	228
2022 Q1	$66K	Hold	181	–	–	0.02%	264
2021 Q4	$72K	Buy	181 +81	+81%	+$31.3K	0.02%	244
2021 Q3	$36K	Buy	+100	New	+$36.8K	0.01%	345
2021 Q2	–	Sell	-24	Closed	-$8K	–	928
2021 Q1	$8K	Hold	24	–	–	﹤0.01%	577
2020 Q4	$8K	Hold	24	–	–	﹤0.01%	510
2020 Q3	$7K	Hold	24	–	–	﹤0.01%	296
2020 Q2	$6K	Buy	+24	New	+$5.38K	﹤0.01%	172

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janiczek Wealth Management's QQQ Position: Q2 2024 in Review

Janiczek Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 209% in Q2 2024, buying an estimated $235K and bringing the position to 773 shares worth $371K. The position accounts for 0.08% of the portfolio, ranked #107.

Janiczek Wealth Management first reported a position in QQQ in Q2 2020 and has held it in 16 quarters since. 2,963 funds tracked by Wall St. Rank hold QQQ as of Q2 2024.

Janiczek Wealth Management held 773 shares of Invesco QQQ Trust worth $371K as of Q2 2024.
Janiczek Wealth Management bought 523 Invesco QQQ Trust shares in Q2 2024, an estimated $235K.
Invesco QQQ Trust made up 0.08% of Janiczek Wealth Management's portfolio in Q2 2024, its #107 holding.
Janiczek Wealth Management first reported a position in Invesco QQQ Trust in Q2 2020 and has held it in 16 quarters since.
2,963 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.