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

Mittelman 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
Q4 		– Sell
-434
Closed -$212K – 33
2024
Q3 		$212K Hold
434
– – 0.12% 28
2024
Q2 		$208K Sell
434
-45
-9% -$20.2K 0.13% 72
2024
Q1 		$213K Buy
+479
New +$205K 0.14% 63

Other funds holding QQQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Mittelman Wealth Management's QQQ Position: Q4 2024 in Review

Mittelman Wealth Management sold out of Invesco QQQ Trust (QQQ) in Q4 2024, closing a stake of 434 shares — an estimated $212K sold.

Mittelman Wealth Management first reported a position in QQQ in Q1 2024 and held it in 3 quarters. The position peaked at $213K in Q1 2024. 3,409 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

  • Mittelman Wealth Management reported no remaining Invesco QQQ Trust position as of Q4 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 434 Invesco QQQ Trust shares in Q4 2024, an estimated $212K.
  • Mittelman Wealth Management first reported a position in Invesco QQQ Trust in Q1 2024 and held it in 3 quarters.
  • Mittelman Wealth Management's Invesco QQQ Trust position peaked at $213K in Q1 2024.
  • 3,409 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on Mittelman Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.