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Finivi Inc. → QQQ

Finivi Inc. QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
13
Latest value
$10.3M
Q3 2026
Peak value
$10.3M
First seen
Q4 2021

Dollar value over time

Show data table
PeriodPosition value
Q4 2021$7.5M
Q4 2023$6.5M
Q1 2024$6.8M
Q2 2024$7.4M
Q3 2024$7.5M
Q4 2024$7.5M
Q1 2025$7.1M
Q2 2025$8.6M
Q3 2025$9.1M
Q4 2025$8.9M
Q1 2026$9.1M
Q2 2026$10.1M
Q3 2026$10.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.3M13.9K——
Q2 2026$10.1M13.8K——
Q1 2026$9.1M15.7K——
Q4 2025$8.9M14.5K——
Q3 2025$9.1M15.2K——
Q2 2025$8.6M15.6K——
Q1 2025$7.1M15.2K——
Q4 2024$7.5M14.7K——
Q3 2024$7.5M15.3K——
Q2 2024$7.4M15.5K——
Q1 2024$6.8M15.3K——
Q4 2023$6.5M15.8K——
Q4 2021$7.5M18.8K——

Other funds holding QQQ

Other Finivi Inc. positions

VGES

VANGUARD BD INDEX FDS

$13.6M
NOC

JANUS DETROIT STR TR

$11.7M
STT-PG

SSGA ACTIVE ETF TR

$10.5M
STT-PG

SSGA ACTIVE ETF TR

$10.3M
VGES

VANGUARD SCOTTSDALE FDS

$10.2M
VGES

VANGUARD SCOTTSDALE FDS

$10.2M
STT-PG

SSGA ACTIVE ETF TR

$9.3M
VGES

VANGUARD SCOTTSDALE FDS

$8.3M