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Stuart Chaussee & Associates’s Invesco QQQ Trust QQQ Stock Holding History

Stuart Chaussee & Associates’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
Q4 		– Sell
-1,068
Closed -$641K – 120
2025
Q3 		$641K Hold
1,068
– – 0.14% 22
2025
Q2 		$589K Buy
1,068
+1
+0.1% +$497 0.13% 25
2025
Q1 		$500K Hold
1,067
– – 0.12% 24
2024
Q4 		$545K Sell
1,067
-108
-9% -$54.6K 0.14% 20
2024
Q3 		$574K Hold
1,175
– – 0.15% 18
2024
Q2 		$563K Buy
1,175
+1
+0.1% +$450 0.15% 18
2024
Q1 		$521K Buy
1,174
+1
+0.1% +$429 0.15% 17
2023
Q4 		$480K Buy
1,173
+1
+0.1% +$380 0.14% 19
2023
Q3 		$420K Buy
1,172
+7
+0.6% +$2.6K 0.14% 13
2023
Q2 		$430K Sell
1,165
-38
-3% -$12.8K 0.14% 15
2023
Q1 		$386K Hold
1,203
– – 0.13% 14
2022
Q4 		$320K Buy
1,203
+2
+0.2% +$553 0.12% 16
2022
Q3 		$321K Buy
1,201
+1
+0.1% +$302 0.74% 9
2022
Q2 		$336K Sell
1,200
-571
-32% -$177K 0.73% 9
2022
Q1 		$642K Hold
1,771
– – 0.31% 11
2021
Q4 		$705K Sell
1,771
-1,909
-52% -$737K 0.3% 13
2021
Q3 		$1.32M Sell
3,680
-85
-2% -$31.3K 2.05% 4
2021
Q2 		$1.33M Sell
3,765
-367,352
-99% -$124M 0.59% 9
2021
Q1 		$118M Sell
371,117
-484
-0.1% -$155K 45.62% 1
2020
Q4 		$117M Buy
371,601
+929
+0.3% +$273K 46.98% 1
2020
Q3 		$103M Buy
370,672
+2,024
+0.5% +$549K 46.88% 1
2020
Q2 		$91.3M Buy
368,648
+92,440
+33% +$20.7M 47.57% 1
2020
Q1 		$52.6M Buy
+276,208
New +$58.5M 49.75% 1

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stuart Chaussee & Associates's QQQ Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Invesco QQQ Trust (QQQ) in Q4 2025, closing a stake of 1,068 shares — an estimated $641K sold.

Stuart Chaussee & Associates first reported a position in QQQ in Q1 2020 and held it in 23 quarters. The position peaked at $118M in Q1 2021. 3,851 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining Invesco QQQ Trust position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 1,068 Invesco QQQ Trust shares in Q4 2025, an estimated $641K.
  • Stuart Chaussee & Associates first reported a position in Invesco QQQ Trust in Q1 2020 and held it in 23 quarters.
  • Stuart Chaussee & Associates's Invesco QQQ Trust position peaked at $118M in Q1 2021.
  • 3,851 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.