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Watts Gwilliam & Co’s Invesco QQQ Trust QQQ Stock Holding History

Watts Gwilliam & 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
2025
Q3 		$6.78M Buy
11,295
+10
+0.1% +$5.73K 1.09% 19
2025
Q2 		$6.72M Sell
11,285
-536
-5% -$267K 1.1% 19
2025
Q1 		$5.54M Buy
11,821
+1,303
+12% +$662K 1.2% 22
2024
Q4 		$5.42M Buy
10,518
+1,557
+17% +$788K 1.14% 20
2024
Q3 		$4.38M Buy
+8,961
New +$4.24M 0.96% 23
2024
Q1 		$2.25M Buy
+5,046
New +$2.16M 0.69% 32

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

Watts Gwilliam & Co's QQQ Position: Q3 2025 in Review

Watts Gwilliam & Co increased its Invesco QQQ Trust (QQQ) stake by 0.09% in Q3 2025, buying an estimated $5.73K and bringing the position to 11,295 shares worth $6.78M. The position accounts for 1.09% of the portfolio, ranked #19.

Watts Gwilliam & Co first reported a position in QQQ in Q1 2024 and has held it in 6 quarters since. 3,561 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Watts Gwilliam & Co held 11,295 shares of Invesco QQQ Trust worth $6.78M as of Q3 2025.
  • Watts Gwilliam & Co bought 10 Invesco QQQ Trust shares in Q3 2025, an estimated $5.73K.
  • Invesco QQQ Trust made up 1.09% of Watts Gwilliam & Co's portfolio in Q3 2025, its #19 holding.
  • Watts Gwilliam & Co first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 6 quarters since.
  • 3,561 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.