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Walden Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Walden Wealth Partners’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
Q2 		$1.09M Buy
2,270
+9
+0.4% +$4.05K 0.61% 27
2024
Q1 		$984K Hold
2,261
– – 0.57% 29
2023
Q4 		$926K Buy
+2,261
New +$858K 0.58% 30

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Walden Wealth Partners's QQQ Position: Q2 2024 in Review

Walden Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 0.4% in Q2 2024, buying an estimated $4.05K and bringing the position to 2,270 shares worth $1.09M. The position accounts for 0.61% of the portfolio, ranked #27.

Walden Wealth Partners first reported a position in QQQ in Q4 2023 and has held it in 3 quarters since. 2,963 funds tracked by Wall St. Rank hold QQQ as of Q2 2024.

  • Walden Wealth Partners held 2,270 shares of Invesco QQQ Trust worth $1.09M as of Q2 2024.
  • Walden Wealth Partners bought 9 Invesco QQQ Trust shares in Q2 2024, an estimated $4.05K.
  • Invesco QQQ Trust made up 0.61% of Walden Wealth Partners's portfolio in Q2 2024, its #27 holding.
  • Walden Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 3 quarters since.
  • 2,963 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.