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IAMS WEALTH MANAGEMENT, LLC → QQQ

IAMS WEALTH MANAGEMENT, LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
4
Latest value
$17.3M
Q3 2026
Peak value
$18.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$15M
Q1 2026$14.6M
Q2 2026$18.2M
Q3 2026$17.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$17.3M23.4K——
Q2 2026$18.2M24.7K——
Q1 2026$14.6M25.3K——
Q4 2025$15M24.4K——

Other funds holding QQQ

Other IAMS WEALTH MANAGEMENT, LLC positions

SPY

SPDR S&P 500 ETF TR

$12.8M
SPY

STATE STR SPDR S&P 500 ETF T

$12.1M
SPY

STATE STR SPDR S&P 500 ETF T

$11.9M
SPY

STATE STR SPDR S&P 500 ETF T

$11.5M
AAPL

APPLE INC

$9.1M
MSFT

MICROSOFT CORP

$8.7M
STT-PG

SPDR SERIES TRUST

$8.5M
FPF

FIRST TR EXCHANGE-TRADED FD

$8.2M