Marshall & Sullivan’s Invesco QQQ Trust QQQ Stock Holding History

Marshall & Sullivan’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 Q3	–	Sell	-75	Closed	-$41.4K	–	93
2025 Q2	$41.4K	Buy	+75	New	+$37.3K	0.02%	74

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

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

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Marshall & Sullivan's QQQ Position: Q3 2025 in Review

Marshall & Sullivan sold out of Invesco QQQ Trust (QQQ) in Q3 2025, closing a stake of 75 shares — an estimated $41.4K sold.

Marshall & Sullivan first reported a position in QQQ in Q2 2025 and held it in 1 quarter. The position peaked at $41.4K in Q2 2025. 3,561 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

Marshall & Sullivan reported no remaining Invesco QQQ Trust position as of Q3 2025 after selling out during the quarter.
Marshall & Sullivan sold 75 Invesco QQQ Trust shares in Q3 2025, an estimated $41.4K.
Marshall & Sullivan first reported a position in Invesco QQQ Trust in Q2 2025 and held it in 1 quarter.
Marshall & Sullivan's Invesco QQQ Trust position peaked at $41.4K in Q2 2025.
3,561 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.