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BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC → QQQ
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC QQQ Position History
Invesco QQQ Trust • Technology
Quarters held
4
Latest value
$13.7M
Q3 2026
Peak value
$13.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.4M |
| Q1 2026 | $8M |
| Q2 2026 | $10.3M |
| Q3 2026 | $13.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.7M | 18.6K | — | — |
| Q2 2026 | $10.3M | 13.9K | — | — |
| Q1 2026 | $8M | 13.9K | — | — |
| Q4 2025 | $4.4M | 7.2K | — | — |
Other funds holding QQQ
$8.6B
$6.9B
$6.9B
$6.7B
$6.4B
Other BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC positions
SPY
$171.5MSTATE STREET SPDR S&P 500 ETF
SPY
$163.8MSTATE STREET SPDR S&P 500 ETF
SPY
$152.9MSTATE STR SPDR S&P 500 ETF TR TR UNIT
SPY
$141.2MSTATE STREET SPDR S&P 500 ETF
GAM-PB
$53MGENERAL AMERN INVS CO INC COM
GAM-PB
$52.6MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.8MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.6MGENERAL AMERN INVS CO INC COM