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Refined Wealth Management → QQQ

Refined Wealth Management QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
5
Latest value
$18M
Q3 2026
Peak value
$18M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$14.7M
Q4 2025$15.7M
Q1 2026$13.4M
Q2 2026$17M
Q3 2026$18M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$18M24.3K——
Q2 2026$17M23.0K——
Q1 2026$13.4M23.2K——
Q4 2025$15.7M25.6K——
Q3 2025$14.7M24.5K——

Other funds holding QQQ

Other Refined Wealth Management positions

VGES

VANGUARD TAX-MANAGED FDS

$21.3M
VGES

VANGUARD TAX-MANAGED FDS

$20M
COIN

COINBASE GLOBAL INC

$19.6M
VGES

VANGUARD TAX-MANAGED FDS

$17.9M
VGES

VANGUARD WORLD FD

$17.1M
VGES

VANGUARD WORLD FD

$16.7M
VGES

VANGUARD CHARLOTTE FDS

$15.5M
IVZ

INVESCO EXCHANGE TRADED FD T

$15.1M