Monumental Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Monumental Financial Group’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 Q3	–	Sell	-9,051	Closed	-$3.34M	–	43
2023 Q2	$3.34M	Buy	+9,051	New	+$3.05M	2.25%	14
2022 Q3	–	Sell	-3,255	Closed	-$912K	–	38
2022 Q2	$912K	Buy	+3,255	New	+$1.01M	0.84%	22

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Monumental Financial Group's QQQ Position: Q3 2023 in Review

Monumental Financial Group sold out of Invesco QQQ Trust (QQQ) in Q3 2023, closing a stake of 9,051 shares — an estimated $3.34M sold.

Monumental Financial Group first reported a position in QQQ in Q2 2022 and held it in 2 quarters. The position peaked at $3.34M in Q2 2023. 2,534 funds tracked by Wall St. Rank hold QQQ as of Q3 2023.

Monumental Financial Group reported no remaining Invesco QQQ Trust position as of Q3 2023 after selling out during the quarter.
Monumental Financial Group sold 9,051 Invesco QQQ Trust shares in Q3 2023, an estimated $3.34M.
Monumental Financial Group first reported a position in Invesco QQQ Trust in Q2 2022 and held it in 2 quarters.
Monumental Financial Group's Invesco QQQ Trust position peaked at $3.34M in Q2 2023.
2,534 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2023.

Based on Monumental Financial Group's 13F filing for Q3 2023, filed 13 Oct 2023.