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

Nauset 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
2022
Q1 		$14K Buy
+38
New +$13.5K 0.01% 186

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nauset Wealth Management's QQQ Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Invesco QQQ Trust (QQQ) in Q1 2022: 38 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #186 among its holdings.

2,330 funds tracked by Wall St. Rank hold QQQ as of Q1 2022.

  • Nauset Wealth Management held 38 shares of Invesco QQQ Trust worth $14K as of Q1 2022.
  • Invesco QQQ Trust was a new Nauset Wealth Management position in Q1 2022.
  • Invesco QQQ Trust made up 0.01% of Nauset Wealth Management's portfolio in Q1 2022, its #186 holding.
  • 2,330 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.