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Kays Financial Advisory’s Invesco QQQ Trust QQQ Stock Holding History

Kays Financial Advisory’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
2020
Q3 		$319K Buy
1,148
+4
+0.3% +$1.08K 0.05% 75
2020
Q2 		$283K Buy
+1,144
New +$256K 0.05% 75
2020
Q1 		– Sell
-990
Closed -$210K – 103
2019
Q4 		$210K Buy
+990
New +$198K 0.04% 86

Other funds holding QQQ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kays Financial Advisory's QQQ Position: Q3 2020 in Review

Kays Financial Advisory increased its Invesco QQQ Trust (QQQ) stake by 0.35% in Q3 2020, buying an estimated $1.08K and bringing the position to 1,148 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #75.

Kays Financial Advisory first reported a position in QQQ in Q4 2019 and has held it in 3 quarters since. 1,696 funds tracked by Wall St. Rank hold QQQ as of Q3 2020.

  • Kays Financial Advisory held 1,148 shares of Invesco QQQ Trust worth $319K as of Q3 2020.
  • Kays Financial Advisory bought 4 Invesco QQQ Trust shares in Q3 2020, an estimated $1.08K.
  • Invesco QQQ Trust made up 0.05% of Kays Financial Advisory's portfolio in Q3 2020, its #75 holding.
  • Kays Financial Advisory first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 3 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.