Steward Partners Investment Solutions’s Invesco QQQ Trust QQQ Stock Holding History

Steward Partners Investment Solutions’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
2024 Q1	$10.9M	Buy	+24,549	New	+$10.5M	1.83%	10

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Steward Partners Investment Solutions's QQQ Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Invesco QQQ Trust (QQQ) in Q1 2024: 24,549 shares worth $10.9M. The stake represents 1.83% of the portfolio and ranks #10 among its holdings.

2,910 funds tracked by Wall St. Rank hold QQQ as of Q1 2024.

Steward Partners Investment Solutions held 24,549 shares of Invesco QQQ Trust worth $10.9M as of Q1 2024.
Invesco QQQ Trust was a new Steward Partners Investment Solutions position in Q1 2024.
Invesco QQQ Trust made up 1.83% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #10 holding.
2,910 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.