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Optimum Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Optimum Investment 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
2022
Q3 		– Sell
-500
Closed -$1K – 871
2022
Q2 		$1K Buy
+500
New +$155K ﹤0.01% 801

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 $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Optimum Investment Advisors's QQQ Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Invesco QQQ Trust (QQQ) stake by 2.9% in Q3 2025, selling an estimated $24.6K and leaving 1,446 shares worth $868K. The position accounts for 0.34% of the portfolio, ranked #59.

Optimum Investment Advisors first reported a position in QQQ in Q3 2013 and has held it in 48 quarters since. The position peaked at $916K in Q1 2020. 3,563 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Optimum Investment Advisors held 1,446 shares of Invesco QQQ Trust worth $868K as of Q3 2025.
  • Optimum Investment Advisors sold 43 Invesco QQQ Trust shares in Q3 2025, an estimated $24.6K.
  • Invesco QQQ Trust made up 0.34% of Optimum Investment Advisors's portfolio in Q3 2025, its #59 holding.
  • Optimum Investment Advisors first reported a position in Invesco QQQ Trust in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Invesco QQQ Trust position peaked at $916K in Q1 2020.
  • 3,563 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.