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Midwest Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Midwest 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
2022
Q1 		$501K Buy
1,382
+193
+16% +$68.5K 0.3% 77
2021
Q4 		$473K Buy
1,189
+233
+24% +$90K 0.3% 75
2021
Q3 		$342K Buy
956
+22
+2% +$8.1K 0.24% 86
2021
Q2 		$331K Hold
934
– – 0.24% 85
2021
Q1 		$298K Hold
934
– – 0.24% 85
2020
Q4 		$293K Buy
+934
New +$274K 0.27% 85

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Midwest Wealth Management's QQQ Position: Q1 2022 in Review

Midwest Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 16% in Q1 2022, buying an estimated $68.5K and bringing the position to 1,382 shares worth $501K. The position accounts for 0.3% of the portfolio, ranked #77.

Midwest Wealth Management first reported a position in QQQ in Q4 2020 and has held it in 6 quarters since. 2,330 funds tracked by Wall St. Rank hold QQQ as of Q1 2022.

  • Midwest Wealth Management held 1,382 shares of Invesco QQQ Trust worth $501K as of Q1 2022.
  • Midwest Wealth Management bought 193 Invesco QQQ Trust shares in Q1 2022, an estimated $68.5K.
  • Invesco QQQ Trust made up 0.3% of Midwest Wealth Management's portfolio in Q1 2022, its #77 holding.
  • Midwest Wealth Management first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 6 quarters since.
  • 2,330 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.