Marks Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Marks Wealth’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	–	Sell	-52,939	Closed	-$27.1M	–	21
2024 Q4	$27.1M	Buy	+52,939	New	+$26.8M	13.03%	5

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Marks Wealth's QQQ Position: Q1 2025 in Review

Marks Wealth sold out of Invesco QQQ Trust (QQQ) in Q1 2025, closing a stake of 52,939 shares — an estimated $27.1M sold.

Marks Wealth first reported a position in QQQ in Q4 2024 and held it in 1 quarter. The position peaked at $27.1M in Q4 2024. 3,349 funds tracked by Wall St. Rank hold QQQ as of Q1 2025.

Marks Wealth reported no remaining Invesco QQQ Trust position as of Q1 2025 after selling out during the quarter.
Marks Wealth sold 52,939 Invesco QQQ Trust shares in Q1 2025, an estimated $27.1M.
Marks Wealth first reported a position in Invesco QQQ Trust in Q4 2024 and held it in 1 quarter.
Marks Wealth's Invesco QQQ Trust position peaked at $27.1M in Q4 2024.
3,349 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2025.

Based on Marks Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.