Back to QQQ

Pearl Planning LLC → QQQ

Pearl Planning LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
4
Latest value
$4.1M
Q3 2026
Peak value
$4.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.1M
Q1 2026$2.9M
Q2 2026$3.6M
Q3 2026$4.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.1M5.6K——
Q2 2026$3.6M4.9K——
Q1 2026$2.9M5.0K——
Q4 2025$3.1M5.0K——

Other funds holding QQQ

Other Pearl Planning LLC positions

VGES

VANGUARD INDEX FDS

$34.7M
VGES

VANGUARD INDEX FDS

$31.2M
VGES

VANGUARD INDEX FDS

$25.6M
VGES

VANGUARD INDEX FDS

$25.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$18.8M
FIS

FIDELITY MERRIMACK STR TR

$18M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$18M
FIS

FIDELITY MERRIMACK STR TR

$17.5M