Lane & Associates’s Invesco QQQ Trust QQQ Stock Holding History

Lane & Associates’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 Q1	$859K	Buy	1,832 +17	+0.9%	+$8.64K	0.46%	45
2024 Q4	$948K	Sell	1,815 -201	-10%	-$102K	0.49%	41
2024 Q3	$984K	Buy	2,016 +44	+2%	+$20.8K	0.54%	40
2024 Q2	$945K	Sell	1,972 -366	-16%	-$165K	0.56%	42
2024 Q1	$1.04M	Buy	2,338 +276	+13%	+$118K	0.65%	37
2023 Q4	$844K	Sell	2,062 -525	-20%	-$199K	0.61%	40
2023 Q3	$927K	Sell	2,587 -517	-17%	-$192K	0.74%	34
2023 Q2	$1.15M	Sell	3,104 -30	-1%	-$10.1K	0.91%	29
2023 Q1	$1.01M	Sell	3,134 -633	-17%	-$187K	0.9%	30
2022 Q4	$1M	Buy	+3,767	New	+$1.04M	0.95%	27

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lane & Associates's QQQ Position: Q1 2025 in Review

Lane & Associates increased its Invesco QQQ Trust (QQQ) stake by 0.94% in Q1 2025, buying an estimated $8.64K and bringing the position to 1,832 shares worth $859K. The position accounts for 0.46% of the portfolio, ranked #45.

Lane & Associates first reported a position in QQQ in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.15M in Q2 2023. 3,349 funds tracked by Wall St. Rank hold QQQ as of Q1 2025.

Lane & Associates held 1,832 shares of Invesco QQQ Trust worth $859K as of Q1 2025.
Lane & Associates bought 17 Invesco QQQ Trust shares in Q1 2025, an estimated $8.64K.
Invesco QQQ Trust made up 0.46% of Lane & Associates's portfolio in Q1 2025, its #45 holding.
Lane & Associates first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's Invesco QQQ Trust position peaked at $1.15M in Q2 2023.
3,349 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.