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Independent Wealth Network Inc. → QQQ

Independent Wealth Network Inc. QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
4
Latest value
$7.4M
Q3 2026
Peak value
$7.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4M
Q1 2026$5.2M
Q2 2026$7.3M
Q3 2026$7.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.4M9.9K——
Q2 2026$7.3M9.9K——
Q1 2026$5.2M8.9K——
Q4 2025$4M6.5K——

Other funds holding QQQ

Other Independent Wealth Network Inc. positions

CAT

CATERPILLAR INC

$28.2M
CAT

CATERPILLAR INC

$21.5M
CAT

CATERPILLAR INC

$18.5M
STT-PG

SPDR SERIES TRUST

$17.3M
STT-PG

SPDR SERIES TRUST

$17.3M
STT-PG

SPDR SERIES TRUST

$15.3M
CAT

CATERPILLAR INC

$15M
STT-PG

SPDR SERIES TRUST

$13.3M