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Personal CFO Solutions’s Invesco QQQ Trust QQQ Stock Holding History

Personal CFO Solutions’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
-6,197
Closed -$3.42M – 520
2025
Q2 		$3.42M Buy
6,197
+769
+14% +$382K 0.63% 24
2025
Q1 		$2.55M Buy
5,428
+116
+2% +$58.9K 0.52% 33
2024
Q4 		$2.72M Buy
5,312
+129
+2% +$65.2K 0.53% 29
2024
Q3 		$2.53M Buy
5,183
+592
+13% +$280K 0.35% 57
2024
Q2 		$2.2M Buy
4,591
+208
+5% +$93.5K 0.34% 55
2024
Q1 		$1.95M Buy
4,383
+164
+4% +$70.3K 0.3% 65
2023
Q4 		$1.73M Buy
4,219
+104
+3% +$39.5K 0.3% 61
2023
Q3 		$1.47M Buy
4,115
+53
+1% +$19.7K 0.29% 68
2023
Q2 		$1.5M Sell
4,062
-112
-3% -$37.7K 0.3% 68
2023
Q1 		$1.34M Buy
4,174
+85
+2% +$25.1K 0.28% 67
2022
Q4 		$1.1M Buy
4,089
+84
+2% +$23.2K 0.23% 79
2022
Q3 		$1.07M Buy
+4,005
New +$1.21M 0.27% 70
2022
Q2 		– Sell
-4,649
Closed -$1.69M – 486
2022
Q1 		$1.69M Buy
4,649
+469
+11% +$167K 0.33% 51
2021
Q4 		$1.66M Buy
4,180
+119
+3% +$45.9K 0.31% 60
2021
Q3 		$1.45M Sell
4,061
-79
-2% -$29.1K 0.3% 63
2021
Q2 		$1.47M Buy
4,140
+168
+4% +$56.5K 0.3% 64
2021
Q1 		$1.27M Buy
3,972
+203
+5% +$64.9K 0.27% 72
2020
Q4 		$1.18M Sell
3,769
-30
-0.8% -$8.81K 0.29% 76
2020
Q3 		$1K Sell
3,799
-5,020
-57% -$1.36M 0.33% 109
2020
Q2 		$2.18M Sell
8,819
-534
-6% -$120K 0.65% 36
2020
Q1 		$1.78M Sell
9,353
-5,526
-37% -$1.17M 0.64% 35
2019
Q4 		$3.18M Buy
+14,879
New +$2.98M 0.91% 20

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

Personal CFO Solutions's QQQ Position: Q3 2025 in Review

Personal CFO Solutions sold out of Invesco QQQ Trust (QQQ) in Q3 2025, closing a stake of 6,197 shares — an estimated $3.42M sold.

Personal CFO Solutions first reported a position in QQQ in Q4 2019 and held it in 22 quarters. The position peaked at $3.42M in Q2 2025. 3,561 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Personal CFO Solutions reported no remaining Invesco QQQ Trust position as of Q3 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 6,197 Invesco QQQ Trust shares in Q3 2025, an estimated $3.42M.
  • Personal CFO Solutions first reported a position in Invesco QQQ Trust in Q4 2019 and held it in 22 quarters.
  • Personal CFO Solutions's Invesco QQQ Trust position peaked at $3.42M in Q2 2025.
  • 3,561 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Personal CFO Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.