Back to QQQ
HERITAGE OAK WEALTH ADVISORS LLC → QQQ
HERITAGE OAK WEALTH ADVISORS LLC QQQ Position History
Invesco QQQ Trust • Technology
Quarters held
3
Latest value
$21.1M
Q3 2026
Peak value
$21.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17.4M |
| Q4 2025 | $20.6M |
| Q3 2026 | $21.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.1M | 28.5K | — | — |
| Q4 2025 | $20.6M | 33.5K | — | — |
| Q3 2025 | $17.4M | 29.0K | — | — |
Other funds holding QQQ
$8.6B
$6.9B
$6.9B
$6.7B
$6.4B