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Opulen Financial Group LLC → QQQ

Opulen Financial Group LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
5
Latest value
$3.1M
Q3 2026
Peak value
$3.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.7M
Q4 2025$2.7M
Q1 2026$2.5M
Q2 2026$3.2M
Q3 2026$3.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.1M4.2K——
Q2 2026$3.2M4.4K——
Q1 2026$2.5M4.3K——
Q4 2025$2.7M4.5K——
Q3 2025$2.7M4.4K——

Other funds holding QQQ

Other Opulen Financial Group LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$18.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$18.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$18M
SPY

STATE STR SPDR S&P 500 ETF T

$17.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$17.4M
SPY

SPDR S&P 500 ETF TR

$15.9M
SPY

STATE STR SPDR S&P 500 ETF T

$15.3M
SPY

SPDR S&P 500 ETF TR

$15.1M