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LPF Advisors’s Invesco QQQ Trust QQQ Stock Holding History

LPF Advisors’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 		$13.1M Buy
27,849
+1,367
+5% +$695K 10.69% 3
2024
Q4 		$13.5M Buy
26,482
+997
+4% +$504K 11.32% 3
2024
Q3 		$12.4M Buy
25,485
+501
+2% +$237K 10.64% 3
2024
Q2 		$12M Buy
24,984
+414
+2% +$186K 11.04% 3
2024
Q1 		$10.9M Buy
24,570
+371
+2% +$159K 10.93% 3
2023
Q4 		$9.91M Buy
+24,199
New +$9.19M 10.53% 4

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPF Advisors's QQQ Position: Q1 2025 in Review

LPF Advisors increased its Invesco QQQ Trust (QQQ) stake by 5.2% in Q1 2025, buying an estimated $695K and bringing the position to 27,849 shares worth $13.1M. The position accounts for 10.69% of the portfolio, ranked #3.

LPF Advisors first reported a position in QQQ in Q4 2023 and has held it in 6 quarters since. The position peaked at $13.5M in Q4 2024. 3,349 funds tracked by Wall St. Rank hold QQQ as of Q1 2025.

  • LPF Advisors held 27,849 shares of Invesco QQQ Trust worth $13.1M as of Q1 2025.
  • LPF Advisors bought 1,367 Invesco QQQ Trust shares in Q1 2025, an estimated $695K.
  • Invesco QQQ Trust made up 10.69% of LPF Advisors's portfolio in Q1 2025, its #3 holding.
  • LPF Advisors first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 6 quarters since.
  • LPF Advisors's Invesco QQQ Trust position peaked at $13.5M in Q4 2024.
  • 3,349 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.