MBM Wealth Consultants’s Invesco QQQ Trust QQQ Stock Holding History

MBM Wealth Consultants’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
2023 Q2	–	Sell	-49	Closed	-$19K	–	229
2023 Q1	$19K	Hold	49	–	–	0.01%	191
2022 Q4	$13K	Hold	49	–	–	0.01%	219
2022 Q3	$13K	Hold	49	–	–	0.01%	204
2022 Q2	$14K	Buy	+49	New	+$15.2K	0.01%	210

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

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MBM Wealth Consultants's QQQ Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Invesco QQQ Trust (QQQ) in Q2 2023, closing a stake of 49 shares — an estimated $19K sold.

MBM Wealth Consultants first reported a position in QQQ in Q2 2022 and held it in 4 quarters. The position peaked at $19K in Q1 2023. 2,530 funds tracked by Wall St. Rank hold QQQ as of Q2 2023.

MBM Wealth Consultants reported no remaining Invesco QQQ Trust position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 49 Invesco QQQ Trust shares in Q2 2023, an estimated $19K.
MBM Wealth Consultants first reported a position in Invesco QQQ Trust in Q2 2022 and held it in 4 quarters.
MBM Wealth Consultants's Invesco QQQ Trust position peaked at $19K in Q1 2023.
2,530 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.