Kapitalo Investimentos’s Invesco QQQ Trust QQQ Stock Holding History

Kapitalo Investimentos’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 Q4	–	Sell	-2,000	Closed	-$2.24M	–	192
2022 Q3	$2.24M	Buy	+2,000	New	+$604K	0.93%	13

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 $445B AUM 25.58% 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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Kapitalo Investimentos's QQQ Position: Q3 2024 in Review

Kapitalo Investimentos sold out of Invesco QQQ Trust (QQQ) in Q3 2024, closing a stake of 2,160 shares — an estimated $1.03M sold.

Kapitalo Investimentos first reported a position in QQQ in Q2 2024 and held it in 1 quarter. The position peaked at $1.03M in Q2 2024. 3,052 funds tracked by Wall St. Rank hold QQQ as of Q3 2024.

Kapitalo Investimentos reported no remaining Invesco QQQ Trust position as of Q3 2024 after selling out during the quarter.
Kapitalo Investimentos sold 2,160 Invesco QQQ Trust shares in Q3 2024, an estimated $1.03M.
Kapitalo Investimentos first reported a position in Invesco QQQ Trust in Q2 2024 and held it in 1 quarter.
Kapitalo Investimentos's Invesco QQQ Trust position peaked at $1.03M in Q2 2024.
3,052 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2024.

Based on Kapitalo Investimentos's 13F filing for Q3 2024, filed 15 Oct 2024.