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Siligmueller & Norvid Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Siligmueller & Norvid 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
Q3 		$2.8M Buy
4,671
+3,749
+407% +$2.15M 1.26% 26
2025
Q2 		$514K Buy
922
+3
+0.3% +$1.49K 0.2% 70
2025
Q1 		$431K Sell
919
-9
-1% -$4.57K 0.18% 74
2024
Q4 		$475K Buy
+928
New +$469K 0.2% 76

Other funds holding QQQ

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's QQQ Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 407% in Q3 2025, buying an estimated $2.15M and bringing the position to 4,671 shares worth $2.8M. The position accounts for 1.26% of the portfolio, ranked #26.

Siligmueller & Norvid Wealth Advisors first reported a position in QQQ in Q4 2024 and has held it in 4 quarters since. 3,561 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 4,671 shares of Invesco QQQ Trust worth $2.8M as of Q3 2025.
  • Siligmueller & Norvid Wealth Advisors bought 3,749 Invesco QQQ Trust shares in Q3 2025, an estimated $2.15M.
  • Invesco QQQ Trust made up 1.26% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #26 holding.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 4 quarters since.
  • 3,561 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.