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Kolinsky Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Kolinsky 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
2024
Q4 		$242K Buy
+473
New +$239K 0.15% 140
2022
Q2 		– Sell
-674
Closed -$245K – 143
2022
Q1 		$245K Buy
674
+22
+3% +$7.81K 0.24% 109
2021
Q4 		$259K Buy
+652
New +$252K 0.24% 113

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kolinsky Wealth Management's QQQ Position: Q4 2024 in Review

Kolinsky Wealth Management opened a new position in Invesco QQQ Trust (QQQ) in Q4 2024: 473 shares worth $242K. The stake represents 0.15% of the portfolio and ranks #140 among its holdings. This is a return to the name: Kolinsky Wealth Management previously reported a position in QQQ as recently as Q1 2022.

Kolinsky Wealth Management first reported a position in QQQ in Q4 2021 and has held it in 3 quarters since. The position peaked at $259K in Q4 2021. 3,415 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

  • Kolinsky Wealth Management held 473 shares of Invesco QQQ Trust worth $242K as of Q4 2024.
  • Invesco QQQ Trust was a new Kolinsky Wealth Management position in Q4 2024.
  • Invesco QQQ Trust made up 0.15% of Kolinsky Wealth Management's portfolio in Q4 2024, its #140 holding.
  • Kolinsky Wealth Management first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 3 quarters since.
  • Kolinsky Wealth Management's Invesco QQQ Trust position peaked at $259K in Q4 2021.
  • 3,415 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.