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WealthPLAN Partners, LLC → QQQ

WealthPLAN Partners, LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
5
Latest value
$14.7M
Q3 2026
Peak value
$14.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$11.6M
Q4 2025$13M
Q1 2026$11.2M
Q2 2026$14.5M
Q3 2026$14.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$14.7M19.8K——
Q2 2026$14.5M19.6K——
Q1 2026$11.2M19.4K——
Q4 2025$13M21.1K——
Q3 2025$11.6M19.4K——

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