Personal Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Personal Wealth Partners’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 Q2	–	Sell	-3,325	Closed	-$1.21M	–	47
2022 Q1	$1.21M	Sell	3,325 -54	-2%	-$19.2K	0.53%	24
2021 Q4	$1.34M	Sell	3,379 -38	-1%	-$14.7K	0.55%	26
2021 Q3	$1.22M	Hold	3,417	–	–	0.52%	26
2021 Q2	$1.21M	Sell	3,417 -50	-1%	-$16.8K	0.49%	27
2021 Q1	$1.11M	Hold	3,467	–	–	0.5%	28
2020 Q4	$1.09M	Sell	3,467 -20	-0.6%	-$5.87K	0.51%	23
2020 Q3	$969K	Sell	3,487 -12	-0.3%	-$3.25K	0.51%	22
2020 Q2	$866K	Sell	3,499 -75	-2%	-$16.8K	0.47%	24
2020 Q1	$680K	Hold	3,574	–	–	0.41%	27
2019 Q4	$760K	Sell	3,574 -570	-14%	-$114K	0.33%	32
2019 Q3	$782K	Buy	4,144 +1	+0%	+$190	0.36%	30
2019 Q2	$774K	Sell	4,143 -570	-12%	-$105K	0.37%	27
2019 Q1	$847K	Sell	4,713 -2,614	-36%	-$444K	0.45%	24
2018 Q4	$1.13M	Buy	+7,327	New	+$1.23M	0.71%	15

Other funds holding QQQ

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Personal Wealth Partners's QQQ Position: Q2 2022 in Review

Personal Wealth Partners sold out of Invesco QQQ Trust (QQQ) in Q2 2022, closing a stake of 3,325 shares — an estimated $1.21M sold.

Personal Wealth Partners first reported a position in QQQ in Q4 2018 and held it in 14 quarters. The position peaked at $1.34M in Q4 2021. 2,267 funds tracked by Wall St. Rank hold QQQ as of Q2 2022.

Personal Wealth Partners reported no remaining Invesco QQQ Trust position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 3,325 Invesco QQQ Trust shares in Q2 2022, an estimated $1.21M.
Personal Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2018 and held it in 14 quarters.
Personal Wealth Partners's Invesco QQQ Trust position peaked at $1.34M in Q4 2021.
2,267 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.