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Sound View Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Sound View 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
2019
Q1 		$525K Buy
2,924
+1,420
+94% +$241K 0.16% 138
2018
Q4 		$232K Buy
+1,504
New +$252K 0.08% 206

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Sound View Wealth Advisors's QQQ Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 94% in Q1 2019, buying an estimated $241K and bringing the position to 2,924 shares worth $525K. The position accounts for 0.16% of the portfolio, ranked #138.

Sound View Wealth Advisors first reported a position in QQQ in Q4 2018 and has held it in 2 quarters since. 1,241 funds tracked by Wall St. Rank hold QQQ as of Q1 2019.

  • Sound View Wealth Advisors held 2,924 shares of Invesco QQQ Trust worth $525K as of Q1 2019.
  • Sound View Wealth Advisors bought 1,420 Invesco QQQ Trust shares in Q1 2019, an estimated $241K.
  • Invesco QQQ Trust made up 0.16% of Sound View Wealth Advisors's portfolio in Q1 2019, its #138 holding.
  • Sound View Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2018 and has held it in 2 quarters since.
  • 1,241 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.