McDaniel Terry & Co’s Invesco QQQ Trust QQQ Stock Holding History

McDaniel Terry & Co’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 Q1	–	Sell	-405	Closed	-$207K	–	105
2024 Q4	$207K	Buy	+405	New	+$205K	0.02%	97

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

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

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

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

McDaniel Terry & Co's QQQ Position: Q1 2025 in Review

McDaniel Terry & Co sold out of Invesco QQQ Trust (QQQ) in Q1 2025, closing a stake of 405 shares — an estimated $207K sold.

McDaniel Terry & Co first reported a position in QQQ in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 3,348 funds tracked by Wall St. Rank hold QQQ as of Q1 2025.

McDaniel Terry & Co reported no remaining Invesco QQQ Trust position as of Q1 2025 after selling out during the quarter.
McDaniel Terry & Co sold 405 Invesco QQQ Trust shares in Q1 2025, an estimated $207K.
McDaniel Terry & Co first reported a position in Invesco QQQ Trust in Q4 2024 and held it in 1 quarter.
McDaniel Terry & Co's Invesco QQQ Trust position peaked at $207K in Q4 2024.
3,348 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2025.

Based on McDaniel Terry & Co's 13F filing for Q1 2025, filed 24 Apr 2025.