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New Harbor Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

New Harbor 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
2026
Q2 		$1.17M Buy
2,600
+2,000
+333% +$1.38M 0.19% 36
2026
Q1 		$271K Buy
+600
New +$365K 0.05% 51
2025
Q1 		– Sell
-300
Closed -$153K – 77
2024
Q4 		$153K Buy
+300
New +$152K 0.05% 63
2023
Q4 		– Sell
-400
Closed -$143K – 54
2023
Q3 		$143K Buy
+400
New +$148K 0.05% 36

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

New Harbor Financial Group's QQQ Position: Q1 2025 in Review

New Harbor Financial Group sold out of Invesco QQQ Trust (QQQ) in Q1 2025, closing a stake of 160 shares — an estimated $81.8K sold.

New Harbor Financial Group first reported a position in QQQ in Q2 2013 and held it in 6 quarters. The position peaked at $15.7M in Q4 2013. 3,348 funds tracked by Wall St. Rank hold QQQ as of Q1 2025.

  • New Harbor Financial Group reported no remaining Invesco QQQ Trust position as of Q1 2025 after selling out during the quarter.
  • New Harbor Financial Group sold 160 Invesco QQQ Trust shares in Q1 2025, an estimated $81.8K.
  • New Harbor Financial Group first reported a position in Invesco QQQ Trust in Q2 2013 and held it in 6 quarters.
  • New Harbor Financial Group's Invesco QQQ Trust position peaked at $15.7M in Q4 2013.
  • 3,348 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2025.

Based on New Harbor Financial Group's 13F filing for Q1 2025, filed 14 May 2025.