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Golden State Wealth Management, LLC → QQQ

Golden State Wealth Management, LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
8
Latest value
$203K
Q3 2026
Peak value
$23.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$19.7M
Q3 2025$266K
Q4 2025$20.5M
Q1 2026$18.1M
Q2 2026$22.8M
Q2 2026$202K
Q3 2026$23.8M
Q3 2026$203K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$203K274——
Q3 2026$23.8M32.2K——
Q2 2026$202K274——
Q2 2026$22.8M31.0K——
Q1 2026$18.1M31.4K——
Q4 2025$20.5M33.3K——
Q3 2025$266K443——
Q3 2025$19.7M32.8K——

Other funds holding QQQ

Other Golden State Wealth Management, LLC positions

ETHA

ISHARES CORE

$82.2M
ETHA

ISHARES CORE

$79.1M
ETHA

ISHARES CORE

$67.5M
ETHA

ISHARES CORE

$65.3M
ETHA

ISHARES CORE

$64.7M
SPY

STATE STREET

$54.6M
SPY

SPDR S&P

$53.7M
SPY

SPDR S&P

$53.4M