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Kades & Cheifetz’s Invesco QQQ Trust QQQ Stock Holding History

Kades & Cheifetz’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
Q4 		$1.21M Sell
2,359
-121
-5% -$61.2K 0.62% 39
2024
Q3 		$1.21M Buy
2,480
+10
+0.4% +$4.73K 0.69% 33
2024
Q2 		$1.18M Sell
2,470
-1
-0% -$450 0.74% 33
2024
Q1 		$1.1M Sell
2,471
-177
-7% -$75.9K 0.7% 34
2023
Q4 		$1.08M Buy
2,648
+615
+30% +$233K 0.77% 30
2023
Q3 		$728K Buy
2,033
+114
+6% +$42.3K 0.58% 39
2023
Q2 		$709K Buy
1,919
+203
+12% +$68.3K 0.54% 42
2023
Q1 		$551K Buy
1,716
+322
+23% +$95K 0.43% 48
2022
Q4 		$371K Buy
+1,394
New +$385K 0.31% 57

Other funds holding QQQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kades & Cheifetz's QQQ Position: Q4 2024 in Review

Kades & Cheifetz reduced its Invesco QQQ Trust (QQQ) stake by 4.9% in Q4 2024, selling an estimated $61.2K and leaving 2,359 shares worth $1.21M. The position accounts for 0.62% of the portfolio, ranked #39.

Kades & Cheifetz first reported a position in QQQ in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.21M in Q3 2024. 3,408 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

  • Kades & Cheifetz held 2,359 shares of Invesco QQQ Trust worth $1.21M as of Q4 2024.
  • Kades & Cheifetz sold 121 Invesco QQQ Trust shares in Q4 2024, an estimated $61.2K.
  • Invesco QQQ Trust made up 0.62% of Kades & Cheifetz's portfolio in Q4 2024, its #39 holding.
  • Kades & Cheifetz first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 9 quarters since.
  • Kades & Cheifetz's Invesco QQQ Trust position peaked at $1.21M in Q3 2024.
  • 3,408 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.