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Sensible Financial Planning & Management’s Invesco QQQ Trust QQQ Stock Holding History

Sensible Financial Planning & Management’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
2024
Q4 		– Sell
-644
Closed -$314K – 42
2024
Q3 		$314K Buy
+644
New +$305K 0.06% 45

Other funds holding QQQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sensible Financial Planning & Management's QQQ Position: Q4 2024 in Review

Sensible Financial Planning & Management sold out of Invesco QQQ Trust (QQQ) in Q4 2024, closing a stake of 644 shares — an estimated $314K sold.

Sensible Financial Planning & Management first reported a position in QQQ in Q3 2024 and held it in 1 quarter. The position peaked at $314K in Q3 2024. 3,409 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

  • Sensible Financial Planning & Management reported no remaining Invesco QQQ Trust position as of Q4 2024 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 644 Invesco QQQ Trust shares in Q4 2024, an estimated $314K.
  • Sensible Financial Planning & Management first reported a position in Invesco QQQ Trust in Q3 2024 and held it in 1 quarter.
  • Sensible Financial Planning & Management's Invesco QQQ Trust position peaked at $314K in Q3 2024.
  • 3,409 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2024, filed 7 Feb 2025.