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INDEPENDENT FINANCIAL GROUP, LLC → QQQ
INDEPENDENT FINANCIAL GROUP, LLC QQQ Position History
Invesco QQQ Trust • Technology
Quarters held
30
Latest value
$139.4M
Q3 2026
Peak value
$143.1M
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $5.6M |
| Q2 2020 | $7.2M |
| Q3 2020 | $8.3M |
| Q4 2020 | $13.4M |
| Q1 2021 | $18M |
| Q2 2021 | $21.2M |
| Q3 2021 | $23.8M |
| Q4 2021 | $26.4M |
| Q1 2022 | $27M |
| Q2 2022 | $18.8M |
| Q3 2022 | $19.4M |
| Q4 2022 | $20.3M |
| Q1 2023 | $26M |
| Q2 2023 | $38.8M |
| Q3 2023 | $37.7M |
| Q4 2023 | $47.8M |
| Q1 2024 | $51.8M |
| Q2 2024 | $61.5M |
| Q3 2024 | $60.5M |
| Q4 2024 | $65.1M |
| Q1 2025 | $75.9M |
| Q2 2025 | $95.5M |
| Q3 2025 | $105.7M |
| Q4 2025 | $118.5M |
| Q1 2026 | $67.3M |
| Q1 2026 | $106.6M |
| Q2 2026 | $232K |
| Q2 2026 | $143.1M |
| Q3 2026 | $247K |
| Q3 2026 | $139.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $139.4M | 188.5K | — | — |
| Q3 2026 | $247K | 4.3K | — | — |
| Q2 2026 | $143.1M | 194.3K | — | — |
| Q2 2026 | $232K | 4.0K | — | — |
| Q1 2026 | $106.6M | 184.7K | — | — |
| Q1 2026 | $67.3M | 116.6K | — | — |
| Q4 2025 | $118.5M | 192.8K | — | — |
| Q3 2025 | $105.7M | 176.0K | — | — |
| Q2 2025 | $95.5M | 173.1K | — | — |
| Q1 2025 | $75.9M | 161.9K | — | — |
| Q4 2024 | $65.1M | 127.3K | — | — |
| Q3 2024 | $60.5M | 124.0K | — | — |
| Q2 2024 | $61.5M | 128.4K | — | — |
| Q1 2024 | $51.8M | 116.7K | — | — |
| Q4 2023 | $47.8M | 116.6K | — | — |
| Q3 2023 | $37.7M | 105.3K | — | — |
| Q2 2023 | $38.8M | 104.9K | — | — |
| Q1 2023 | $26M | 81.1K | — | — |
| Q4 2022 | $20.3M | 76.1K | — | — |
| Q3 2022 | $19.4M | 72.5K | — | — |
| Q2 2022 | $18.8M | 67.1K | — | — |
| Q1 2022 | $27M | 74.3K | — | — |
| Q4 2021 | $26.4M | 66.4K | — | — |
| Q3 2021 | $23.8M | 66.5K | — | — |
| Q2 2021 | $21.2M | 59.8K | — | — |
| Q1 2021 | $18M | 56.5K | — | — |
| Q4 2020 | $13.4M | 42.7K | — | — |
| Q3 2020 | $8.3M | 29.9K | — | — |
| Q2 2020 | $7.2M | 29.0K | — | — |
| Q1 2020 | $5.6M | 29.6K | — | — |
Other funds holding QQQ
$8.6B
$6.9B
$6.9B
$6.7B
$6.4B