NAAA
QQQ icon

New Age Alpha Advisors’s Invesco QQQ Trust QQQ Stock Holding History

New Age Alpha 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
2026
Q2 		$1.25M Buy
+500
New +$344K 0.05% 405

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

New Age Alpha Advisors's QQQ Position: Q4 2024 in Review

New Age Alpha Advisors sold out of Invesco QQQ Trust (QQQ) in Q4 2024, closing a stake of 7,563 shares — an estimated $3.83M sold.

New Age Alpha Advisors first reported a position in QQQ in Q3 2024 and held it in 1 quarter. The position peaked at $3.69M in Q3 2024. 3,415 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

  • New Age Alpha Advisors reported no remaining Invesco QQQ Trust position as of Q4 2024 after selling out during the quarter.
  • New Age Alpha Advisors sold 7,563 Invesco QQQ Trust shares in Q4 2024, an estimated $3.83M.
  • New Age Alpha Advisors first reported a position in Invesco QQQ Trust in Q3 2024 and held it in 1 quarter.
  • New Age Alpha Advisors's Invesco QQQ Trust position peaked at $3.69M in Q3 2024.
  • 3,415 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on New Age Alpha Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.