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Optivise Advisory Services LLC → QQQ

Optivise Advisory Services LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
4
Latest value
$3.1M
Q3 2026
Peak value
$3.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.4M
Q1 2026$2.3M
Q2 2026$3.1M
Q3 2026$3.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.1M4.2K——
Q2 2026$3.1M4.2K——
Q1 2026$2.3M4.0K——
Q4 2025$2.4M3.9K——

Other funds holding QQQ

Other Optivise Advisory Services LLC positions

ETHA

ISHARES U S ETF TR

$8.3M
ETHA

BLACKROCK ETF TRUST

$7.7M
MCK

NORTHERN LTS FD TR III

$7.1M
MCK

NORTHERN LTS FD TR III

$6.9M
MCK

NORTHERN LTS FD TR III

$6.8M
MCK

NORTHERN LTS FD TR III

$6.2M
BTCW

WISDOMTREE TR

$5.4M
ETHA

ISHARES U S ETF TR

$5.3M