Syverson Strege & Co’s Invesco QQQ Trust QQQ Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-113	Closed	-$36.2K	–	481
2023 Q1	$36.2K	Buy	+113	New	+$33.3K	0.02%	147
2022 Q3	–	Sell	-243	Closed	-$68K	–	326
2022 Q2	$68K	Buy	243 +142	+141%	+$44.1K	0.03%	112
2022 Q1	$37K	Hold	101	–	–	0.04%	139
2021 Q4	$40K	Buy	+101	New	+$39K	0.03%	148

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

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Syverson Strege & Co's QQQ Position: Q2 2023 in Review

Syverson Strege & Co sold out of Invesco QQQ Trust (QQQ) in Q2 2023, closing a stake of 113 shares — an estimated $36.2K sold.

Syverson Strege & Co first reported a position in QQQ in Q4 2021 and held it in 4 quarters. The position peaked at $68K in Q2 2022. 2,530 funds tracked by Wall St. Rank hold QQQ as of Q2 2023.

Syverson Strege & Co reported no remaining Invesco QQQ Trust position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 113 Invesco QQQ Trust shares in Q2 2023, an estimated $36.2K.
Syverson Strege & Co first reported a position in Invesco QQQ Trust in Q4 2021 and held it in 4 quarters.
Syverson Strege & Co's Invesco QQQ Trust position peaked at $68K in Q2 2022.
2,530 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.