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Lynch Investment Planning, LLC → QQQ

Lynch Investment Planning, LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
4
Latest value
$1.6M
Q3 2026
Peak value
$1.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.5M
Q1 2026$1.4M
Q2 2026$1.8M
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M2.2K——
Q2 2026$1.8M2.4K——
Q1 2026$1.4M2.4K——
Q4 2025$1.5M2.5K——

Other funds holding QQQ

Other Lynch Investment Planning, LLC positions

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PDI

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$14.3M
SPY

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$14.3M
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$13.5M
VGES

VANGUARD BD INDEX FDS

$11.3M
SPY

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$11.1M