BOLTON SECURITIES CORPORATION’s Invesco QQQ Trust QQQ Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$13.7M	Buy	+29,222	New	+$14.8M	0.81%	17

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's QQQ Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Invesco QQQ Trust (QQQ) in Q1 2025: 29,222 shares worth $13.7M. The stake represents 0.81% of the portfolio and ranks #17 among its holdings.

3,361 funds tracked by Wall St. Rank hold QQQ as of Q1 2025.

BOLTON SECURITIES CORPORATION held 29,222 shares of Invesco QQQ Trust worth $13.7M as of Q1 2025.
Invesco QQQ Trust was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Invesco QQQ Trust made up 0.81% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #17 holding.
3,361 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.