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KINGSWOOD WEALTH ADVISORS, LLC → QQQ
KINGSWOOD WEALTH ADVISORS, LLC QQQ Position History
Invesco QQQ Trust • Technology
Quarters held
5
Latest value
$62.5M
Q3 2026
Peak value
$62.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $45.9M |
| Q1 2026 | $48.3M |
| Q2 2026 | $58.8M |
| Q3 2026 | $299K |
| Q3 2026 | $62.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $62.5M | 84.4K | — | — |
| Q3 2026 | $299K | 5.2K | — | — |
| Q2 2026 | $58.8M | 79.9K | — | — |
| Q1 2026 | $48.3M | 83.6K | — | — |
| Q4 2025 | $45.9M | 74.7K | — | — |
Other funds holding QQQ
$8.6B
$6.9B
$6.9B
$6.7B
$6.4B