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Masso Torrence Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Masso Torrence 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
2025
Q3 		$9.27M Sell
15,438
-86
-0.6% -$49.2K 3.86% 5
2025
Q2 		$8.56M Sell
15,524
-468
-3% -$233K 3.96% 6
2025
Q1 		$7.5M Sell
15,992
-991
-6% -$503K 4% 6
2024
Q4 		$8.68M Sell
16,983
-396
-2% -$200K 4.56% 5
2024
Q3 		$8.48M Sell
17,379
-486
-3% -$230K 4.58% 5
2024
Q2 		$8.56M Buy
17,865
+396
+2% +$178K 4.75% 5
2024
Q1 		$7.76M Sell
17,469
-459
-3% -$197K 4.6% 5
2023
Q4 		$7.34M Buy
17,928
+2,876
+19% +$1.09M 5.01% 5
2023
Q3 		$5.39M Sell
15,052
-303
-2% -$112K 4.15% 3
2023
Q2 		$5.67M Buy
15,355
+284
+2% +$95.6K 4.09% 4
2023
Q1 		$4.84M Buy
15,071
+6,883
+84% +$2.03M 3.83% 5
2022
Q4 		$2.18M Buy
8,188
+7,009
+594% +$1.94M 1.74% 20
2022
Q3 		$315K Buy
1,179
+25
+2% +$7.54K 0.28% 59
2022
Q2 		$323K Buy
1,154
+93
+9% +$28.9K 0.28% 60
2022
Q1 		$385K Buy
1,061
+10
+1% +$3.55K 0.31% 54
2021
Q4 		$418K Buy
+1,051
New +$406K 0.29% 63

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Masso Torrence Wealth Management's QQQ Position: Q3 2025 in Review

Masso Torrence Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 0.55% in Q3 2025, selling an estimated $49.2K and leaving 15,438 shares worth $9.27M. The position accounts for 3.86% of the portfolio, ranked #5.

Masso Torrence Wealth Management first reported a position in QQQ in Q4 2021 and has held it in 16 quarters since. 3,561 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Masso Torrence Wealth Management held 15,438 shares of Invesco QQQ Trust worth $9.27M as of Q3 2025.
  • Masso Torrence Wealth Management sold 86 Invesco QQQ Trust shares in Q3 2025, an estimated $49.2K.
  • Invesco QQQ Trust made up 3.86% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #5 holding.
  • Masso Torrence Wealth Management first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 16 quarters since.
  • 3,561 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.