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Omega Financial Group, LLC → QQQ

Omega Financial Group, LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
9
Latest value
$74K
Q3 2026
Peak value
$5.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$60K
Q3 2025$4.6M
Q4 2025$4.7M
Q4 2025$61K
Q1 2026$4.4M
Q1 2026$58K
Q2 2026$5.5M
Q3 2026$5.4M
Q3 2026$74K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$74K100——
Q3 2026$5.4M7.3K——
Q2 2026$5.5M7.4K——
Q1 2026$58K100——
Q1 2026$4.4M7.5K——
Q4 2025$61K100——
Q4 2025$4.7M7.7K——
Q3 2025$4.6M7.7K——
Q3 2025$60K100——

Other funds holding QQQ

Other Omega Financial Group, LLC positions

VGES

VANGUARD INDEX FDS

$22.9M
ETHA

ISHARES TR

$21.4M
ETHA

ISHARES TR

$21.1M
ETHA

ISHARES TR

$20.3M
VGES

VANGUARD INDEX FDS

$20.1M
ETHA

ISHARES TR

$20.1M
VGES

VANGUARD INDEX FDS

$19M
ETHA

ISHARES TR

$18.5M
Omega Financial Group, LLC QQQ Holdings: 13F Position History | Track13F