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Clayton Financial Group LLC → QQQ
Clayton Financial Group LLC QQQ Position History
Invesco QQQ Trust • Technology
Quarters held
8
Latest value
$3.4M
Q3 2026
Peak value
$5.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.9M |
| Q3 2025 | $1.4M |
| Q4 2025 | $2.9M |
| Q4 2025 | $1.4M |
| Q1 2026 | $4.1M |
| Q2 2026 | $5.2M |
| Q3 2026 | $1.9M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 4.5K | — | — |
| Q3 2026 | $1.9M | 2.6K | — | — |
| Q2 2026 | $5.2M | 7.1K | — | — |
| Q1 2026 | $4.1M | 7.1K | — | — |
| Q4 2025 | $1.4M | 2.3K | — | — |
| Q4 2025 | $2.9M | 4.8K | — | — |
| Q3 2025 | $1.4M | 2.3K | — | — |
| Q3 2025 | $2.9M | 4.8K | — | — |
Other funds holding QQQ
$8.6B
$6.9B
$6.9B
$6.7B
$6.4B