Back to QQQ
Evensky & Katz LLC QQQ Position History
Invesco QQQ Trust • Technology
Quarters held
5
Latest value
$57.3M
Q3 2026
Peak value
$59M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $52.2M |
| Q4 2025 | $51.4M |
| Q1 2026 | $47.1M |
| Q2 2026 | $59M |
| Q3 2026 | $57.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $57.3M | 77.4K | — | — |
| Q2 2026 | $59M | 80.1K | — | — |
| Q1 2026 | $47.1M | 81.7K | — | — |
| Q4 2025 | $51.4M | 83.7K | — | — |
| Q3 2025 | $52.2M | 86.9K | — | — |
Other funds holding QQQ
$8.6B
$6.9B
$6.9B
$6.7B
$6.4B
Other Evensky & Katz LLC positions
ETHA
$272.3MISHARES CORE S&P TOTAL US STOCK MARKET
ETHA
$262.2MISHARES CORE S&P TOTAL US STOCK MARKET
SCHW-PJ
$231.3MSCHWAB US BROAD MARKET - ETF
SCHW-PJ
$229MSCHWAB US BROAD MARKET - ETF
ETHA
$225.2MISHARES CORE S&P TOTAL US STOCK MARKET
ETHA
$221.3MISHARES CORE S&P TOTAL US STOCK MARKET
SCHW-PJ
$218.4MSCHWAB US BROAD MARKET
SCHW-PJ
$217.2MSCHWAB US BROAD MARKET - ETF