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Carolina Wealth Management Inc → QQQ

Carolina Wealth Management Inc QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
2
Latest value
$4.5M
Q3 2026
Peak value
$4.9M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$4.9M
Q3 2026$4.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.5M6.1K——
Q2 2026$4.9M6.6K——

Other funds holding QQQ

Other Carolina Wealth Management Inc positions

SCHW-PJ

SCHWAB STRATEGIC TR

$33.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$30.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$29.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$28.8M
VGES

VANGUARD INDEX FDS

$16.4M
VGES

VANGUARD INDEX FDS

$15.8M
VGES

VANGUARD WHITEHALL FDS

$10M
VGES

VANGUARD WHITEHALL FDS

$9.8M