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Kiely Wealth Advisory Group’s Invesco QQQ Trust QQQ Stock Holding History

Kiely Wealth Advisory Group’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 		$2.21M Buy
4,968
+695
+16% +$352K 1.42% 10
2024
Q3 		$2.19M Sell
4,273
-92
-2% -$43.5K 1.39% 11
2024
Q2 		$1.95M Buy
4,365
+234
+6% +$105K 1.07% 9
2024
Q1 		$1.79M Buy
4,131
+119
+3% +$51K 1.02% 9
2023
Q4 		$1.71M Buy
+4,012
New +$1.52M 0.99% 9

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

Kiely Wealth Advisory Group's QQQ Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its Invesco QQQ Trust (QQQ) stake by 16% in Q4 2024, buying an estimated $352K and bringing the position to 4,968 shares worth $2.21M. The position accounts for 1.42% of the portfolio, ranked #10.

Kiely Wealth Advisory Group first reported a position in QQQ in Q4 2023 and has held it in 5 quarters since. 3,408 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

  • Kiely Wealth Advisory Group held 4,968 shares of Invesco QQQ Trust worth $2.21M as of Q4 2024.
  • Kiely Wealth Advisory Group bought 695 Invesco QQQ Trust shares in Q4 2024, an estimated $352K.
  • Invesco QQQ Trust made up 1.42% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #10 holding.
  • Kiely Wealth Advisory Group first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 5 quarters since.
  • 3,408 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.