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Unique Wealth Strategies, LLC → QQQ
Unique Wealth Strategies, LLC QQQ Position History
Invesco QQQ Trust • Technology
Quarters held
9
Latest value
$4.6M
Q3 2026
Peak value
$4.6M
First seen
Q3 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2024 | $3M |
| Q4 2024 | $3.1M |
| Q1 2025 | $2.8M |
| Q2 2025 | $3.3M |
| Q3 2025 | $3.7M |
| Q4 2025 | $3.7M |
| Q1 2026 | $3.5M |
| Q2 2026 | $4.6M |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 6.2K | — | — |
| Q2 2026 | $4.6M | 6.2K | — | — |
| Q1 2026 | $3.5M | 6.0K | — | — |
| Q4 2025 | $3.7M | 6.0K | — | — |
| Q3 2025 | $3.7M | 6.2K | — | — |
| Q2 2025 | $3.3M | 6.0K | — | — |
| Q1 2025 | $2.8M | 6.0K | — | — |
| Q4 2024 | $3.1M | 6.0K | — | — |
| Q3 2024 | $3M | 6.1K | — | — |
Other funds holding QQQ
$8.6B
$6.9B
$6.9B
$6.7B
$6.4B