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Moser Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Moser Wealth 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
2025
Q2 		$56.8K Buy
103
+93
+930% +$46.3K 0.03% 103
2025
Q1 		$4.69K Buy
+10
New +$5.08K ﹤0.01% 139

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Moser Wealth Advisors's QQQ Position: Q2 2025 in Review

Moser Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 930% in Q2 2025, buying an estimated $46.3K and bringing the position to 103 shares worth $56.8K. The position accounts for 0.03% of the portfolio, ranked #103.

Moser Wealth Advisors first reported a position in QQQ in Q1 2025 and has held it in 2 quarters since. 3,482 funds tracked by Wall St. Rank hold QQQ as of Q2 2025.

  • Moser Wealth Advisors held 103 shares of Invesco QQQ Trust worth $56.8K as of Q2 2025.
  • Moser Wealth Advisors bought 93 Invesco QQQ Trust shares in Q2 2025, an estimated $46.3K.
  • Invesco QQQ Trust made up 0.03% of Moser Wealth Advisors's portfolio in Q2 2025, its #103 holding.
  • Moser Wealth Advisors first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 2 quarters since.
  • 3,482 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.