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Life Planning Partners’s Invesco QQQ Trust QQQ Stock Holding History

Life Planning Partners’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 		$241K Hold
902
– – 0.28% 45
2022
Q2 		$253K Buy
+902
New +$280K 0.28% 43

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Life Planning Partners's QQQ Position: Q3 2022 in Review

Life Planning Partners held its Invesco QQQ Trust (QQQ) position steady in Q3 2022 at 902 shares worth $241K. The position accounts for 0.28% of the portfolio, ranked #45.

Life Planning Partners first reported a position in QQQ in Q2 2022 and has held it in 2 quarters since. The position peaked at $253K in Q2 2022. 2,220 funds tracked by Wall St. Rank hold QQQ as of Q3 2022.

  • Life Planning Partners held 902 shares of Invesco QQQ Trust worth $241K as of Q3 2022.
  • Life Planning Partners left its Invesco QQQ Trust share count unchanged in Q3 2022.
  • Invesco QQQ Trust made up 0.28% of Life Planning Partners's portfolio in Q3 2022, its #45 holding.
  • Life Planning Partners first reported a position in Invesco QQQ Trust in Q2 2022 and has held it in 2 quarters since.
  • Life Planning Partners's Invesco QQQ Trust position peaked at $253K in Q2 2022.
  • 2,220 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2022.

Based on Life Planning Partners's 13F filing for Q3 2022, filed 13 Oct 2022.