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McGlone Suttner Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-271
Closed -$111K – 631
2023
Q4 		$111K Buy
+271
New +$103K 0.02% 203

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

McGlone Suttner Wealth Management's QQQ Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Invesco QQQ Trust (QQQ) in Q1 2024, closing a stake of 271 shares — an estimated $111K sold.

McGlone Suttner Wealth Management first reported a position in QQQ in Q4 2023 and held it in 1 quarter. The position peaked at $111K in Q4 2023. 2,907 funds tracked by Wall St. Rank hold QQQ as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Invesco QQQ Trust position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 271 Invesco QQQ Trust shares in Q1 2024, an estimated $111K.
  • McGlone Suttner Wealth Management first reported a position in Invesco QQQ Trust in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Invesco QQQ Trust position peaked at $111K in Q4 2023.
  • 2,907 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.