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Novus Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Novus 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
Q3 		– Sell
-1,964
Closed -$1.08M – 64
2025
Q2 		$1.08M Sell
1,964
-541
-22% -$269K 1.65% 15
2025
Q1 		$1.17M Buy
2,505
+134
+6% +$68.1K 1.18% 19
2024
Q4 		$1.21M Buy
+2,371
New +$1.2M 1.21% 20

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Novus Advisors's QQQ Position: Q3 2025 in Review

Novus Advisors sold out of Invesco QQQ Trust (QQQ) in Q3 2025, closing a stake of 1,964 shares — an estimated $1.08M sold.

Novus Advisors first reported a position in QQQ in Q4 2024 and held it in 3 quarters. The position peaked at $1.21M in Q4 2024. 3,568 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Novus Advisors reported no remaining Invesco QQQ Trust position as of Q3 2025 after selling out during the quarter.
  • Novus Advisors sold 1,964 Invesco QQQ Trust shares in Q3 2025, an estimated $1.08M.
  • Novus Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and held it in 3 quarters.
  • Novus Advisors's Invesco QQQ Trust position peaked at $1.21M in Q4 2024.
  • 3,568 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Novus Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.