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Oliver Lagore Vanvalin Investment Group’s Invesco QQQ Trust QQQ Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024
Q2 		– Sell
-12,000
Closed -$5.33M – 800
2024
Q1 		$5.33M Buy
+12,000
New +$5.15M 1.56% 12
2023
Q3 		– Sell
-100
Closed -$36.9K – 885
2023
Q2 		$36.9K Buy
+100
New +$33.7K 0.01% 287

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's QQQ Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Invesco QQQ Trust (QQQ) in Q2 2025: 24,384 shares worth $11.4M. The stake represents 4.49% of the portfolio and ranks #4 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in QQQ as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in QQQ in Q1 2022 and has held it in 13 quarters since. The position peaked at $29.8M in Q2 2024. 3,484 funds tracked by Wall St. Rank hold QQQ as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 24,384 shares of Invesco QQQ Trust worth $11.4M as of Q2 2025.
  • Invesco QQQ Trust was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Invesco QQQ Trust made up 4.49% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #4 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 13 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Invesco QQQ Trust position peaked at $29.8M in Q2 2024.
  • 3,484 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.