Turn8 Private Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Turn8 Private Wealth’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 Q2	–	Sell	-450	Closed	-$211K	–	53
2025 Q1	$211K	Buy	+450	New	+$229K	0.17%	49

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Turn8 Private Wealth's QQQ Position: Q2 2025 in Review

Turn8 Private Wealth sold out of Invesco QQQ Trust (QQQ) in Q2 2025, closing a stake of 450 shares — an estimated $211K sold.

Turn8 Private Wealth first reported a position in QQQ in Q1 2025 and held it in 1 quarter. The position peaked at $211K in Q1 2025. 3,483 funds tracked by Wall St. Rank hold QQQ as of Q2 2025.

Turn8 Private Wealth reported no remaining Invesco QQQ Trust position as of Q2 2025 after selling out during the quarter.
Turn8 Private Wealth sold 450 Invesco QQQ Trust shares in Q2 2025, an estimated $211K.
Turn8 Private Wealth first reported a position in Invesco QQQ Trust in Q1 2025 and held it in 1 quarter.
Turn8 Private Wealth's Invesco QQQ Trust position peaked at $211K in Q1 2025.
3,483 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2025.

Based on Turn8 Private Wealth's 13F filing for Q2 2025, filed 8 Aug 2025.