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

Schechter 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
2025 Q1	$3.14M	Buy	6,689 +1,170	+21%	+$594K	0.26%	82
2024 Q4	$2.82M	Sell	5,519 -1,899	-26%	-$961K	0.22%	96
2024 Q3	$3.62M	Buy	7,418 +41	+0.6%	+$19.4K	0.27%	70
2024 Q2	$3.53M	Buy	7,377 +117	+2%	+$52.6K	0.27%	66
2024 Q1	$3.22M	Buy	7,260 +4,478	+161%	+$1.92M	0.24%	73
2023 Q4	$1.14M	Hold	2,782	–	–	0.1%	206
2023 Q3	$997K	Hold	2,782	–	–	0.1%	222
2023 Q2	$1.03M	Hold	2,782	–	–	0.09%	238
2023 Q1	$893K	Sell	2,782 -635	-19%	-$187K	0.08%	281
2022 Q4	$910K	Buy	3,417 +2,180	+176%	+$603K	0.08%	321
2022 Q3	$331K	Sell	1,237 -322	-21%	-$97.2K	0.03%	660
2022 Q2	$437K	Sell	1,559 -136	-8%	-$42.2K	0.04%	572
2022 Q1	$615K	Sell	1,695 -194	-10%	-$68.9K	0.06%	469
2021 Q4	$751K	Buy	+1,889	New	+$729K	0.07%	391

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

Schechter Investment Advisors's QQQ Position: Q1 2025 in Review

Schechter Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 21% in Q1 2025, buying an estimated $594K and bringing the position to 6,689 shares worth $3.14M. The position accounts for 0.26% of the portfolio, ranked #82.

Schechter Investment Advisors first reported a position in QQQ in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.62M in Q3 2024. 3,348 funds tracked by Wall St. Rank hold QQQ as of Q1 2025.

Schechter Investment Advisors held 6,689 shares of Invesco QQQ Trust worth $3.14M as of Q1 2025.
Schechter Investment Advisors bought 1,170 Invesco QQQ Trust shares in Q1 2025, an estimated $594K.
Invesco QQQ Trust made up 0.26% of Schechter Investment Advisors's portfolio in Q1 2025, its #82 holding.
Schechter Investment Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Invesco QQQ Trust position peaked at $3.62M in Q3 2024.
3,348 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.