Momentum Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Momentum Advisors’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 Q4	$230K	Buy	865 +2	+0.2%	+$553	0.23%	72
2022 Q3	$231K	Sell	863 -552	-39%	-$167K	0.26%	62
2022 Q2	$397K	Buy	+1,415	New	+$439K	0.45%	39

Other funds holding QQQ

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Momentum Advisors's QQQ Position: Q4 2022 in Review

Momentum Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.23% in Q4 2022, buying an estimated $553 and bringing the position to 865 shares worth $230K. The position accounts for 0.23% of the portfolio, ranked #72.

Momentum Advisors first reported a position in QQQ in Q2 2022 and has held it in 3 quarters since. The position peaked at $397K in Q2 2022. 2,346 funds tracked by Wall St. Rank hold QQQ as of Q4 2022.

Momentum Advisors held 865 shares of Invesco QQQ Trust worth $230K as of Q4 2022.
Momentum Advisors bought 2 Invesco QQQ Trust shares in Q4 2022, an estimated $553.
Invesco QQQ Trust made up 0.23% of Momentum Advisors's portfolio in Q4 2022, its #72 holding.
Momentum Advisors first reported a position in Invesco QQQ Trust in Q2 2022 and has held it in 3 quarters since.
Momentum Advisors's Invesco QQQ Trust position peaked at $397K in Q2 2022.
2,346 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.