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SURIENCE PRIVATE WEALTH LLC → QQQ

SURIENCE PRIVATE WEALTH LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
6
Latest value
$11.2M
Q3 2026
Peak value
$11.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$374K
Q1 2026$2.3M
Q2 2026$9.5M
Q3 2026$74K
Q3 2026$148K
Q3 2026$11.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.2M15.2K——
Q3 2026$148K200——
Q3 2026$74K100——
Q2 2026$9.5M12.8K——
Q1 2026$2.3M4.0K——
Q4 2025$374K609——

Other funds holding QQQ

Other SURIENCE PRIVATE WEALTH LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$11.8M
ETHA

ISHARES TR

$11.6M
SPY

STATE STR SPDR S&P 500 ETF T

$11.1M
ETHA

ISHARES TR

$10.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.2M
ETHA

ISHARES TR

$9.8M
SPY

STATE STR SPDR S&P 500 ETF T

$9.3M
ETHA

ISHARES TR

$9M