Leicht Financial Planning & Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Leicht Financial Planning & 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
2022 Q3	–	Sell	-4,243	Closed	-$1.19M	–	22
2022 Q2	$1.19M	Sell	4,243 -9,941	-70%	-$3.08M	0.8%	21
2022 Q1	$5.14M	Buy	14,184 +525	+4%	+$186K	3.06%	16
2021 Q4	$5.43M	Buy	13,659 +259	+2%	+$100K	3.1%	14
2021 Q3	$4.95M	Sell	13,400 -753	-5%	-$277K	2.97%	13
2021 Q2	$5.1M	Buy	14,153 +493	+4%	+$166K	3.1%	14
2021 Q1	$4.36M	Buy	13,660 +1,666	+14%	+$533K	2.82%	15
2020 Q4	$3.75M	Buy	11,994 +1,511	+14%	+$444K	2.54%	16
2020 Q3	$2.91M	Buy	10,483 +2,281	+28%	+$619K	2.16%	17
2020 Q2	$2M	Buy	+8,202	New	+$1.84M	1.59%	17

Other funds holding QQQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Leicht Financial Planning & Wealth Management's QQQ Position: Q3 2022 in Review

Leicht Financial Planning & Wealth Management sold out of Invesco QQQ Trust (QQQ) in Q3 2022, closing a stake of 4,243 shares — an estimated $1.19M sold.

Leicht Financial Planning & Wealth Management first reported a position in QQQ in Q2 2020 and held it in 9 quarters. The position peaked at $5.43M in Q4 2021. 2,220 funds tracked by Wall St. Rank hold QQQ as of Q3 2022.

Leicht Financial Planning & Wealth Management reported no remaining Invesco QQQ Trust position as of Q3 2022 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 4,243 Invesco QQQ Trust shares in Q3 2022, an estimated $1.19M.
Leicht Financial Planning & Wealth Management first reported a position in Invesco QQQ Trust in Q2 2020 and held it in 9 quarters.
Leicht Financial Planning & Wealth Management's Invesco QQQ Trust position peaked at $5.43M in Q4 2021.
2,220 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2022.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.