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Lyons Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Lyons 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
2018
Q3 		– Sell
-36,000
Closed -$107K – 51
2018
Q2 		$107K Buy
36,000
+6,000
+20% +$1.01M 0.15% 44
2018
Q1 		$25K Buy
+30,000
New +$4.96M 0.04% 52

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
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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lyons Wealth Management's QQQ Position: Q3 2018 in Review

Lyons Wealth Management sold out of Invesco QQQ Trust (QQQ) in Q3 2018, closing a stake of 681 shares — an estimated $117K sold.

Lyons Wealth Management first reported a position in QQQ in Q1 2018 and held it in 2 quarters. The position peaked at $128K in Q1 2018. 1,104 funds tracked by Wall St. Rank hold QQQ as of Q3 2018.

  • Lyons Wealth Management reported no remaining Invesco QQQ Trust position as of Q3 2018 after selling out during the quarter.
  • Lyons Wealth Management sold 681 Invesco QQQ Trust shares in Q3 2018, an estimated $117K.
  • Lyons Wealth Management first reported a position in Invesco QQQ Trust in Q1 2018 and held it in 2 quarters.
  • Lyons Wealth Management's Invesco QQQ Trust position peaked at $128K in Q1 2018.
  • 1,104 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2018.

Based on Lyons Wealth Management's 13F filing for Q3 2018, filed 9 Nov 2018.