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Vishria Bird Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Vishria Bird 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
2025
Q3 		$14.6M Sell
24,344
-93
-0.4% -$53.3K 2.87% 12
2025
Q2 		$13.5M Sell
24,437
-257
-1% -$128K 4.48% 7
2025
Q1 		$11.6M Sell
24,694
-617
-2% -$313K 3.93% 9
2024
Q4 		$12.9M Sell
25,311
-141
-0.6% -$71.3K 4.53% 7
2024
Q3 		$12.4M Sell
25,452
-18
-0.1% -$8.52K 4.71% 8
2024
Q2 		$12.2M Sell
25,470
-22
-0.1% -$9.89K 5.13% 7
2024
Q1 		$11.3M Sell
25,492
-3
-0% -$1.29K 4.84% 8
2023
Q4 		$10.4M Sell
25,495
-244
-0.9% -$92.6K 4.94% 9
2023
Q3 		$9.22M Sell
25,739
-2
-0% -$742 5.23% 8
2023
Q2 		$9.51M Sell
25,741
-36
-0.1% -$12.1K 5.65% 7
2023
Q1 		$8.27M Sell
25,777
-430
-2% -$127K 5.29% 6
2022
Q4 		$6.98M Buy
26,207
+275
+1% +$76K 4.86% 8
2022
Q3 		$6.93M Buy
25,932
+230
+0.9% +$69.4K 4.67% 9
2022
Q2 		$7.2M Buy
+25,702
New +$7.98M 4.79% 10
2020
Q4 		– Sell
-1,106
Closed -$307K – 51
2020
Q3 		$307K Hold
1,106
– – 0.19% 36
2020
Q2 		$274K Hold
1,106
– – 0.21% 32
2020
Q1 		$211K Hold
1,106
– – 0.22% 38
2019
Q4 		$235K Buy
+1,106
New +$221K 0.23% 42

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vishria Bird Financial Group's QQQ Position: Q3 2025 in Review

Vishria Bird Financial Group reduced its Invesco QQQ Trust (QQQ) stake by 0.38% in Q3 2025, selling an estimated $53.3K and leaving 24,344 shares worth $14.6M. The position accounts for 2.87% of the portfolio, ranked #12.

Vishria Bird Financial Group first reported a position in QQQ in Q4 2019 and has held it in 18 quarters since. 3,563 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Vishria Bird Financial Group held 24,344 shares of Invesco QQQ Trust worth $14.6M as of Q3 2025.
  • Vishria Bird Financial Group sold 93 Invesco QQQ Trust shares in Q3 2025, an estimated $53.3K.
  • Invesco QQQ Trust made up 2.87% of Vishria Bird Financial Group's portfolio in Q3 2025, its #12 holding.
  • Vishria Bird Financial Group first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 18 quarters since.
  • 3,563 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.