Back to QQQ

Global Wealth Management, LLC → QQQ

Global Wealth Management, LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
4
Latest value
$5.8M
Q3 2026
Peak value
$5.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.7M
Q1 2026$4.5M
Q2 2026$5.8M
Q3 2026$5.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.8M7.8K——
Q2 2026$5.8M7.9K——
Q1 2026$4.5M7.8K——
Q4 2025$5.7M9.3K——

Other funds holding QQQ

Other Global Wealth Management, LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$26.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$26.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$25.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$23M
VGES

VANGUARD BD INDEX FDS

$22.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$22.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$22.1M