Back to QQQ

Amplius Wealth Advisors, LLC → QQQ

Amplius Wealth Advisors, LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
4
Latest value
$42.5M
Q3 2026
Peak value
$42.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$27.7M
Q1 2026$28.3M
Q2 2026$38.6M
Q3 2026$42.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$42.5M57.4K——
Q2 2026$38.6M52.5K——
Q1 2026$28.3M49.1K——
Q4 2025$27.7M45.1K——

Other funds holding QQQ

Other Amplius Wealth Advisors, LLC positions

PPT

PUTNAM ETF TRUST

$105.9M
PPT

PUTNAM ETF TRUST

$103.8M
PPT

PUTNAM ETF TRUST

$93M
PPT

PUTNAM ETF TRUST

$91.8M
SPCX

SPACE EXPLORATION TECHN CORP

$68.4M
ETHA

ISHARES TR

$52.8M
HTD

JOHN HANCOCK EXCHANGE TRADED

$51.4M
ETHA

ISHARES TR

$50.8M