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Connecticut Wealth Management, LLC → QQQ

Connecticut Wealth Management, LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
5
Latest value
$43M
Q3 2026
Peak value
$43M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$35.1M
Q4 2025$35.5M
Q1 2026$34M
Q2 2026$42.8M
Q3 2026$43M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$43M58.1K——
Q2 2026$42.8M58.1K——
Q1 2026$34M58.9K——
Q4 2025$35.5M57.8K——
Q3 2025$35.1M58.4K——

Other funds holding QQQ

Other Connecticut Wealth Management, LLC positions

STT-PG

SPDR SERIES TRUST

$304.8M
STT-PG

SPDR SERIES TRUST

$283.6M
ETHA

ISHARES TR

$280.3M
STT-PG

SPDR SERIES TRUST

$276.5M
ETHA

ISHARES TR

$263.8M
STT-PG

SPDR SERIES TRUST

$258.2M
STT-PG

SPDR SERIES TRUST

$243M
ETHA

ISHARES TR

$232.8M