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Green Ridge Wealth Planning LLC → QQQ

Green Ridge Wealth Planning LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
4
Latest value
$29.1M
Q3 2026
Peak value
$29.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$22.4M
Q1 2026$21.3M
Q2 2026$28.1M
Q3 2026$29.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$29.1M39.3K——
Q2 2026$28.1M38.1K——
Q1 2026$21.3M36.9K——
Q4 2025$22.4M36.5K——

Other funds holding QQQ

Other Green Ridge Wealth Planning LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$20.2M
VGES

VANGUARD TAX-MANAGED FDS

$19.4M
IVZ

INVESCO EXCH TRADED FD TR II

$18M
IVZ

INVESCO EXCH TRADED FD TR II

$17.8M
VGES

VANGUARD TAX-MANAGED FDS

$15.9M
ETHA

ISHARES TR

$15.8M
VGES

VANGUARD TAX-MANAGED FDS

$15M
IVZ

INVESCO EXCHANGE TRADED FD T

$14M