Back to QQQ
TrueWealth Advisors, LLC → QQQ
TrueWealth Advisors, LLC QQQ Position History
Invesco QQQ Trust • Technology
Quarters held
5
Latest value
$5.9M
Q3 2026
Peak value
$14.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.3M |
| Q4 2025 | $11.4M |
| Q1 2026 | $11.3M |
| Q2 2026 | $14.1M |
| Q3 2026 | $5.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.9M | 8.0K | — | — |
| Q2 2026 | $14.1M | 19.2K | — | — |
| Q1 2026 | $11.3M | 19.5K | — | — |
| Q4 2025 | $11.4M | 18.5K | — | — |
| Q3 2025 | $9.3M | 15.5K | — | — |
Other funds holding QQQ
$8.6B
$6.9B
$6.9B
$6.7B
$6.4B