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Ledgewood Wealth Advisors, LLC → QQQ

Ledgewood Wealth Advisors, LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
5
Latest value
$7.3M
Q3 2026
Peak value
$7.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.3M
Q4 2025$6.4M
Q1 2026$6M
Q2 2026$7.3M
Q3 2026$7.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.3M9.9K——
Q2 2026$7.3M9.9K——
Q1 2026$6M10.3K——
Q4 2025$6.4M10.4K——
Q3 2025$6.3M10.4K——

Other funds holding QQQ

Other Ledgewood Wealth Advisors, LLC positions

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MSEXP

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MSEXP

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$13.7M
PFS

PROVIDENT FINL SVCS INC

$13.4M
MSEXP

MIDDLESEX WTR CO

$13.2M
PFS

PROVIDENT FINL SVCS INC

$13.1M