PCA Investment Advisory Services’s Invesco QQQ Trust QQQ Stock Holding History

PCA Investment Advisory Services’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	-556	Closed	-$284K	–	122
2024 Q4	$284K	Buy	556 +11	+2%	+$5.56K	0.13%	104
2024 Q3	$266K	Hold	545	–	–	0.13%	116
2024 Q2	$261K	Sell	545 -21	-4%	-$9.45K	0.14%	105
2024 Q1	$251K	Hold	566	–	–	0.14%	105
2023 Q4	$232K	Sell	566 -58	-9%	-$22K	0.15%	99
2023 Q3	$224K	Buy	624 +1	+0.2%	+$371	0.16%	97
2023 Q2	$230K	Buy	+623	New	+$210K	0.14%	95

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PCA Investment Advisory Services's QQQ Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Invesco QQQ Trust (QQQ) in Q1 2025, closing a stake of 556 shares — an estimated $284K sold.

PCA Investment Advisory Services first reported a position in QQQ in Q2 2023 and held it in 7 quarters. The position peaked at $284K in Q4 2024. 3,349 funds tracked by Wall St. Rank hold QQQ as of Q1 2025.

PCA Investment Advisory Services reported no remaining Invesco QQQ Trust position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 556 Invesco QQQ Trust shares in Q1 2025, an estimated $284K.
PCA Investment Advisory Services first reported a position in Invesco QQQ Trust in Q2 2023 and held it in 7 quarters.
PCA Investment Advisory Services's Invesco QQQ Trust position peaked at $284K in Q4 2024.
3,349 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.