Steward Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Steward Financial Group’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 Q3	$355K	Buy	+5,129	New	+$1.9M	0.11%	51

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Steward Financial Group's QQQ Position: Q3 2023 in Review

Steward Financial Group opened a new position in Invesco QQQ Trust (QQQ) in Q3 2023: 5,129 shares worth $355K. The stake represents 0.11% of the portfolio and ranks #51 among its holdings.

2,532 funds tracked by Wall St. Rank hold QQQ as of Q3 2023.

Steward Financial Group held 5,129 shares of Invesco QQQ Trust worth $355K as of Q3 2023.
Invesco QQQ Trust was a new Steward Financial Group position in Q3 2023.
Invesco QQQ Trust made up 0.11% of Steward Financial Group's portfolio in Q3 2023, its #51 holding.
2,532 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.