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Lord & Richards Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Lord & Richards 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
2025
Q2 		– Sell
-3
Closed -$1.41K – 135
2025
Q1 		$1.41K Buy
+3
New +$1.52K ﹤0.01% 160

Other funds holding QQQ

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lord & Richards Wealth Management's QQQ Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Invesco QQQ Trust (QQQ) in Q2 2025, closing a stake of 3 shares — an estimated $1.41K sold.

Lord & Richards Wealth Management first reported a position in QQQ in Q1 2025 and held it in 1 quarter. The position peaked at $1.41K in Q1 2025. 3,483 funds tracked by Wall St. Rank hold QQQ as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Invesco QQQ Trust position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 3 Invesco QQQ Trust shares in Q2 2025, an estimated $1.41K.
  • Lord & Richards Wealth Management first reported a position in Invesco QQQ Trust in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Invesco QQQ Trust position peaked at $1.41K in Q1 2025.
  • 3,483 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.