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Maxwell Wealth Strategies’s Invesco QQQ Trust QQQ Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$394K Hold
771
– – 0.16% 87
2024
Q3 		$379K Hold
771
– – 0.16% 87
2024
Q2 		$369K Hold
771
– – 0.18% 84
2024
Q1 		$348K Hold
771
– – 0.18% 89
2023
Q4 		$316K Buy
+771
New +$293K 0.21% 77

Other funds holding QQQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Maxwell Wealth Strategies's QQQ Position: Q4 2024 in Review

Maxwell Wealth Strategies held its Invesco QQQ Trust (QQQ) position steady in Q4 2024 at 771 shares worth $394K. The position accounts for 0.16% of the portfolio, ranked #87.

Maxwell Wealth Strategies first reported a position in QQQ in Q4 2023 and has held it in 5 quarters since. 3,408 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

  • Maxwell Wealth Strategies held 771 shares of Invesco QQQ Trust worth $394K as of Q4 2024.
  • Maxwell Wealth Strategies left its Invesco QQQ Trust share count unchanged in Q4 2024.
  • Invesco QQQ Trust made up 0.16% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #87 holding.
  • Maxwell Wealth Strategies first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 5 quarters since.
  • 3,408 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.