Marvin & Palmer Associates’s Invesco QQQ Trust QQQ Stock Holding History

Marvin & Palmer 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
2025 Q3	–	Sell	-19,200	Closed	-$10.6M	–	38
2025 Q2	$10.6M	Buy	+19,200	New	+$9.55M	9.08%	1
2025 Q1	–	Sell	-9,320	Closed	-$4.76M	–	34
2024 Q4	$4.76M	Buy	+9,320	New	+$4.71M	3.64%	15
2024 Q3	–	Sell	-3,795	Closed	-$4.24M	–	42
2024 Q2	$4.24M	Sell	3,795 -5,751	-60%	-$2.59M	4.34%	10
2024 Q1	$4.24M	Sell	9,546 -514	-5%	-$220K	4.2%	8
2023 Q4	$4.12M	Buy	+10,060	New	+$3.82M	4.6%	5
2022 Q4	–	Sell	-27,244	Closed	-$7.28M	–	30
2022 Q3	$7.28M	Buy	+27,244	New	+$8.22M	4.47%	12
2018 Q4	–	Sell	-19,045	Closed	-$3.54M	–	31
2018 Q3	$3.54M	Buy	+19,045	New	+$3.45M	2.68%	21
2013 Q3	–	Sell	-500	Closed	-$38.1K	–	80
2013 Q2	$203K	Buy	+500	New	+$35.7K	0.11%	63

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

Marvin & Palmer Associates's QQQ Position: Q3 2025 in Review

Marvin & Palmer Associates sold out of Invesco QQQ Trust (QQQ) in Q3 2025, closing a stake of 19,200 shares — an estimated $10.6M sold.

Marvin & Palmer Associates first reported a position in QQQ in Q2 2013 and held it in 8 quarters. The position peaked at $10.6M in Q2 2025. 3,563 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

Marvin & Palmer Associates reported no remaining Invesco QQQ Trust position as of Q3 2025 after selling out during the quarter.
Marvin & Palmer Associates sold 19,200 Invesco QQQ Trust shares in Q3 2025, an estimated $10.6M.
Marvin & Palmer Associates first reported a position in Invesco QQQ Trust in Q2 2013 and held it in 8 quarters.
Marvin & Palmer Associates's Invesco QQQ Trust position peaked at $10.6M in Q2 2025.
3,563 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Marvin & Palmer Associates's 13F filing for Q3 2025, filed 13 Nov 2025.