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Keyes Stange & Wooten Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Keyes Stange & Wooten 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
-367
Closed -$202K – 78
2025
Q2 		$202K Buy
+367
New +$183K 0.11% 68

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

Keyes Stange & Wooten Wealth Management's QQQ Position: Q3 2025 in Review

Keyes Stange & Wooten Wealth Management sold out of Invesco QQQ Trust (QQQ) in Q3 2025, closing a stake of 367 shares — an estimated $202K sold.

Keyes Stange & Wooten Wealth Management first reported a position in QQQ in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 3,568 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Keyes Stange & Wooten Wealth Management reported no remaining Invesco QQQ Trust position as of Q3 2025 after selling out during the quarter.
  • Keyes Stange & Wooten Wealth Management sold 367 Invesco QQQ Trust shares in Q3 2025, an estimated $202K.
  • Keyes Stange & Wooten Wealth Management first reported a position in Invesco QQQ Trust in Q2 2025 and held it in 1 quarter.
  • Keyes Stange & Wooten Wealth Management's Invesco QQQ Trust position peaked at $202K in Q2 2025.
  • 3,568 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q3 2025, filed 25 Nov 2025.