White Knight Strategic Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

White Knight Strategic Wealth Advisors’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 Q4	–	Sell	-355	Closed	-$213K	–	97
2025 Q3	$213K	Sell	355 -34	-9%	-$19.5K	0.17%	85
2025 Q2	$215K	Buy	+389	New	+$193K	0.18%	77
2025 Q1	–	Sell	-1,428	Closed	-$730K	–	101
2024 Q4	$730K	Buy	1,428 +712	+99%	+$360K	0.31%	57
2024 Q3	$349K	Buy	716 +4	+0.6%	+$1.89K	0.32%	58
2024 Q2	$341K	Sell	712 -1	-0.1%	-$450	0.34%	54
2024 Q1	$317K	Hold	713	–	–	0.33%	54
2023 Q4	$292K	Hold	713	–	–	0.34%	55
2023 Q3	$255K	Hold	713	–	–	0.34%	52
2023 Q2	$263K	Hold	713	–	–	0.31%	60
2023 Q1	$229K	Sell	713 -77	-10%	-$22.7K	0.29%	66
2022 Q4	$210K	Buy	+790	New	+$218K	0.29%	65
2022 Q3	–	Sell	-715	Closed	-$200K	–	66
2022 Q2	$200K	Hold	715	–	–	0.28%	62
2022 Q1	$259K	Buy	715 +2	+0.3%	+$710	0.28%	64
2021 Q4	$284K	Buy	+713	New	+$275K	0.3%	63

Other funds holding QQQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

White Knight Strategic Wealth Advisors's QQQ Position: Q4 2025 in Review

White Knight Strategic Wealth Advisors sold out of Invesco QQQ Trust (QQQ) in Q4 2025, closing a stake of 355 shares — an estimated $213K sold.

White Knight Strategic Wealth Advisors first reported a position in QQQ in Q4 2021 and held it in 14 quarters. The position peaked at $730K in Q4 2024. 3,851 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

White Knight Strategic Wealth Advisors reported no remaining Invesco QQQ Trust position as of Q4 2025 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 355 Invesco QQQ Trust shares in Q4 2025, an estimated $213K.
White Knight Strategic Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and held it in 14 quarters.
White Knight Strategic Wealth Advisors's Invesco QQQ Trust position peaked at $730K in Q4 2024.
3,851 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q4 2025, filed 20 Feb 2026.