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Spartan Planning & Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Spartan Planning & Wealth 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
2023
Q4 		– Sell
-4
Closed -$1.43K – 198
2023
Q3 		$1.43K Buy
+4
New +$1.48K ﹤0.01% 114

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Spartan Planning & Wealth Management's QQQ Position: Q4 2023 in Review

Spartan Planning & Wealth Management sold out of Invesco QQQ Trust (QQQ) in Q4 2023, closing a stake of 4 shares — an estimated $1.43K sold.

Spartan Planning & Wealth Management first reported a position in QQQ in Q3 2023 and held it in 1 quarter. The position peaked at $1.43K in Q3 2023. 2,843 funds tracked by Wall St. Rank hold QQQ as of Q4 2023.

  • Spartan Planning & Wealth Management reported no remaining Invesco QQQ Trust position as of Q4 2023 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 4 Invesco QQQ Trust shares in Q4 2023, an estimated $1.43K.
  • Spartan Planning & Wealth Management first reported a position in Invesco QQQ Trust in Q3 2023 and held it in 1 quarter.
  • Spartan Planning & Wealth Management's Invesco QQQ Trust position peaked at $1.43K in Q3 2023.
  • 2,843 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.