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Mirabella Financial Services’s Invesco QQQ Trust QQQ Stock Holding History

Mirabella Financial Services’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
-56,000
Closed -$18M – 624
2023
Q1 		$18M Buy
+56,000
New +$16.5M 2.72% 3
2020
Q4 		– Sell
-204,400
Closed -$56.8M – 452
2020
Q3 		$56.8M Buy
+204,400
New +$55.4M 7.79% 2

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mirabella Financial Services's QQQ Position: Q3 2025 in Review

Mirabella Financial Services sold out of Invesco QQQ Trust (QQQ) in Q3 2025, closing a stake of 1,504 shares — an estimated $830K sold.

Mirabella Financial Services first reported a position in QQQ in Q1 2021 and held it in 10 quarters. The position peaked at $58.9M in Q4 2022. 3,562 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Mirabella Financial Services reported no remaining Invesco QQQ Trust position as of Q3 2025 after selling out during the quarter.
  • Mirabella Financial Services sold 1,504 Invesco QQQ Trust shares in Q3 2025, an estimated $830K.
  • Mirabella Financial Services first reported a position in Invesco QQQ Trust in Q1 2021 and held it in 10 quarters.
  • Mirabella Financial Services's Invesco QQQ Trust position peaked at $58.9M in Q4 2022.
  • 3,562 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Mirabella Financial Services's 13F filing for Q3 2025, filed 14 Nov 2025.