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Clear Point Advisors Inc. → QQQ

Clear Point Advisors Inc. QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
4
Latest value
$6.5M
Q3 2026
Peak value
$6.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.5M
Q1 2026$5.1M
Q2 2026$6.5M
Q3 2026$6.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.5M8.8K——
Q2 2026$6.5M8.8K——
Q1 2026$5.1M8.8K——
Q4 2025$5.5M8.9K——

Other funds holding QQQ

Other Clear Point Advisors Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$12.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$12.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$11.9M
STT-PG

STATE STR CORP

$11.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.6M
JPM-PM

JPMORGAN CHASE & CO

$8.2M
VGES

VANGUARD WORLD FD

$6.8M
SPY

STATE STR SPDR S&P 500 ETF T

$5.2M
Clear Point Advisors Inc. QQQ Holdings: 13F Position History | Track13F