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Compass Planning Associates Inc → QQQ

Compass Planning Associates Inc QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
2
Latest value
$651K
Q3 2026
Peak value
$651K
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$647K
Q3 2026$651K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$651K880——
Q2 2026$647K879——

Other funds holding QQQ

Other Compass Planning Associates Inc positions

VGES

VANGUARD BD INDEX FDS

$36M
VGES

VANGUARD BD INDEX FDS

$33.5M
VGES

VANGUARD BD INDEX FDS

$29.9M
VGES

VANGUARD BD INDEX FDS

$29.6M
VGES

VANGUARD BD INDEX FDS

$28.7M
VGES

VANGUARD BD INDEX FDS

$27.9M
VGES

VANGUARD BD INDEX FDS

$26.7M
VGES

VANGUARD INDEX FDS

$23.3M