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Principia Wealth Advisory, LLC → QQQ
Principia Wealth Advisory, LLC QQQ Position History
Invesco QQQ Trust • Technology
Quarters held
4
Latest value
$10.6M
Q2 2026
Peak value
$12M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.9M |
| Q4 2025 | $12M |
| Q1 2026 | $38K |
| Q2 2026 | $10.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $10.6M | 14.4K | — | — |
| Q1 2026 | $38K | 66 | — | — |
| Q4 2025 | $12M | 19.5K | — | — |
| Q3 2025 | $10.9M | 18.2K | — | — |
Other funds holding QQQ
$8.6B
$6.9B
$6.9B
$6.7B
$6.4B
Other Principia Wealth Advisory, LLC positions
ETHA
$24MINVESCO NASDAQ 100 ETF
ETHA
$20.2MINVESCO NASDAQ 100 ETF
ETHA
$16.2MINVESCO NASDAQ 100 ETF
LEO
$14.8MBNY MELLON US LARGE CAP CORE EQUITY ETF
ETHA
$13.8MINVESCO NASDAQ 100 ETF
VGES
$12.7MVANGUARD FTSE DEVELOPED MARKETS ETF
LEO
$12.5MBNY MELLON US LARGE CAP CORE EQUITY ETF
STT-PG
$12MSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF