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NIA Impact Advisors’s Invesco QQQ Trust QQQ Stock Holding History

NIA Impact 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
Q1 		– Sell
-750
Closed -$383K – 112
2024
Q4 		$383K Hold
750
– – 0.12% 92
2024
Q3 		$366K Hold
750
– – 0.12% 90
2024
Q2 		$359K Buy
+750
New +$337K 0.13% 87

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NIA Impact Advisors's QQQ Position: Q1 2025 in Review

NIA Impact Advisors sold out of Invesco QQQ Trust (QQQ) in Q1 2025, closing a stake of 750 shares — an estimated $383K sold.

NIA Impact Advisors first reported a position in QQQ in Q2 2024 and held it in 3 quarters. The position peaked at $383K in Q4 2024. 3,349 funds tracked by Wall St. Rank hold QQQ as of Q1 2025.

  • NIA Impact Advisors reported no remaining Invesco QQQ Trust position as of Q1 2025 after selling out during the quarter.
  • NIA Impact Advisors sold 750 Invesco QQQ Trust shares in Q1 2025, an estimated $383K.
  • NIA Impact Advisors first reported a position in Invesco QQQ Trust in Q2 2024 and held it in 3 quarters.
  • NIA Impact Advisors's Invesco QQQ Trust position peaked at $383K in Q4 2024.
  • 3,349 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2025.

Based on NIA Impact Advisors's 13F filing for Q1 2025, filed 15 May 2025.