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

Lynch & 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
2024
Q4 		– Sell
-410
Closed -$200K – 120
2024
Q3 		$200K Sell
410
-40
-9% -$18.9K 0.04% 118
2024
Q2 		$216K Sell
450
-55
-11% -$24.7K 0.05% 114
2024
Q1 		$224K Hold
505
– – 0.05% 113
2023
Q4 		$207K Buy
+505
New +$192K 0.05% 116

Other funds holding QQQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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

Lynch & Associates's QQQ Position: Q4 2024 in Review

Lynch & Associates sold out of Invesco QQQ Trust (QQQ) in Q4 2024, closing a stake of 410 shares — an estimated $200K sold.

Lynch & Associates first reported a position in QQQ in Q4 2023 and held it in 4 quarters. The position peaked at $224K in Q1 2024. 3,409 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

  • Lynch & Associates reported no remaining Invesco QQQ Trust position as of Q4 2024 after selling out during the quarter.
  • Lynch & Associates sold 410 Invesco QQQ Trust shares in Q4 2024, an estimated $200K.
  • Lynch & Associates first reported a position in Invesco QQQ Trust in Q4 2023 and held it in 4 quarters.
  • Lynch & Associates's Invesco QQQ Trust position peaked at $224K in Q1 2024.
  • 3,409 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on Lynch & Associates's 13F filing for Q4 2024, filed 10 Jan 2025.