QQQ — INVESCO QQQ TRUST UNIT SER 1 ETF

Ownership history in Accel Wealth Management  ·  21 quarters on record

This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in INVESCO QQQ TRUST UNIT SER 1 ETF (QQQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.08% (2021 Q4)
Avg. % of fund
1.49%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,312 +850 +7.4% 2.07% $7.6M $614.31
2025 Q3 ADDED 11,462 +1,435 +14.3% 2.00% $6.9M $599.60
2025 Q2 ADDED 10,027 +382 +4.0% 1.85% $5.5M $550.29
2025 Q1 ADDED 9,645 +610 +6.8% 1.63% $4.5M $467.25
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QQQ price (monthly, adj. close)

Other funds also holding QQQ

As of 2025 Q4 — sorted by position size

Glenorchy Capital Ltd 75.95% Industrial Alliance Investment Management Inc. 3Y 67.17% SHANDA ASSET MANAGEMENT HOLDINGS Ltd 3Y 7Y 65.15% Artemis Wealth Advisors, LLC 3Y 63.5% Ground Swell Capital, LLC 3Y 7Y 63.21% Anchor Capital Management Group Inc 61.7% SANDERS MORRIS HARRIS LLC 3Y 7Y 57.74% Miura Global Management, LLC 3Y 7Y 55.14% Owl Creek Asset Management, L.P. 3Y 7Y 47.41% Rising Stella Capital Pte. Ltd 45.41%
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