Scott Marsh Financial’s Invesco QQQ Trust QQQ Stock Holding History

Scott Marsh Financial’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 Q2	$378K	Buy	+686	New	+$341K	0.14%	178

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Scott Marsh Financial's QQQ Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Invesco QQQ Trust (QQQ) in Q2 2025: 686 shares worth $378K. The stake represents 0.14% of the portfolio and ranks #178 among its holdings.

3,483 funds tracked by Wall St. Rank hold QQQ as of Q2 2025.

Scott Marsh Financial held 686 shares of Invesco QQQ Trust worth $378K as of Q2 2025.
Invesco QQQ Trust was a new Scott Marsh Financial position in Q2 2025.
Invesco QQQ Trust made up 0.14% of Scott Marsh Financial's portfolio in Q2 2025, its #178 holding.
3,483 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.