Safe Harbor Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Safe Harbor Wealth 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
2025 Q4	$454K	Buy	+756	New	+$464K	0.44%	41

Other funds holding QQQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Safe Harbor Wealth Advisors's QQQ Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Invesco QQQ Trust (QQQ) in Q4 2025: 756 shares worth $454K. The stake represents 0.44% of the portfolio and ranks #41 among its holdings.

3,861 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

Safe Harbor Wealth Advisors held 756 shares of Invesco QQQ Trust worth $454K as of Q4 2025.
Invesco QQQ Trust was a new Safe Harbor Wealth Advisors position in Q4 2025.
Invesco QQQ Trust made up 0.44% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #41 holding.
3,861 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.