SWC
QQQ icon

Spectrum Wealth Counsel’s Invesco QQQ Trust QQQ Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$46.9K Hold
100
– – 0.01% 178
2024
Q4 		$51.1K Hold
100
– – 0.01% 162
2024
Q3 		$48.8K Hold
100
– – 0.01% 175
2024
Q2 		$47.9K Hold
100
– – 0.01% 205
2024
Q1 		$44.4K Hold
100
– – 0.01% 217
2023
Q4 		$41K Buy
+100
New +$38K 0.01% 204

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Spectrum Wealth Counsel's QQQ Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Invesco QQQ Trust (QQQ) position steady in Q1 2025 at 100 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #178.

Spectrum Wealth Counsel first reported a position in QQQ in Q4 2023 and has held it in 6 quarters since. The position peaked at $51.1K in Q4 2024. 3,348 funds tracked by Wall St. Rank hold QQQ as of Q1 2025.

  • Spectrum Wealth Counsel held 100 shares of Invesco QQQ Trust worth $46.9K as of Q1 2025.
  • Spectrum Wealth Counsel left its Invesco QQQ Trust share count unchanged in Q1 2025.
  • Invesco QQQ Trust made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #178 holding.
  • Spectrum Wealth Counsel first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Invesco QQQ Trust position peaked at $51.1K in Q4 2024.
  • 3,348 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.