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WealthShield’s Invesco QQQ Trust QQQ Stock Holding History

WealthShield’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
2017
Q4 		$581K Buy
+3,668
New +$560K 0.35% 61

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

WealthShield's QQQ Position: Q4 2017 in Review

WealthShield opened a new position in Invesco QQQ Trust (QQQ) in Q4 2017: 3,668 shares worth $581K. The stake represents 0.35% of the portfolio and ranks #61 among its holdings.

1,083 funds tracked by Wall St. Rank hold QQQ as of Q4 2017.

  • WealthShield held 3,668 shares of Invesco QQQ Trust worth $581K as of Q4 2017.
  • Invesco QQQ Trust was a new WealthShield position in Q4 2017.
  • Invesco QQQ Trust made up 0.35% of WealthShield's portfolio in Q4 2017, its #61 holding.
  • 1,083 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.