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WJ Wealth Management, LLC → QQQ

WJ Wealth Management, LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
6
Latest value
$10.1M
Q3 2026
Peak value
$13.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$13.1M
Q3 2025$8.5M
Q4 2025$8.3M
Q1 2026$8.1M
Q2 2026$10.1M
Q3 2026$10.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.1M13.7K——
Q2 2026$10.1M13.7K——
Q1 2026$8.1M14.1K——
Q4 2025$8.3M13.5K——
Q3 2025$8.5M13.6K——
Q3 2025$13.1M21.8K——

Other funds holding QQQ

Other WJ Wealth Management, LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$26.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$22M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$22M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$21.2M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$20.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$19.9M
ETHA

BLACKROCK ETF TRUST II

$19.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$18.7M
WJ Wealth Management, LLC QQQ Holdings: 13F Position History | Track13F