QQQ INVESCO QQQ TR

Ownership history in Aft, Forsyth & Sober, LLC  ·  25 quarters on record

AI Ownership Summary

Aft, Forsyth & Sober, LLC reported INVESCO QQQ TR (QQQ) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.5% in 2025 Q3. The latest visible filing shows QQQ at 12.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QQQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aft, Forsyth & Sober, LLC's position in INVESCO QQQ TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

QQQ was reported at 12.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.5% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aft, Forsyth & Sober, LLC held QQQ — position size vs. price
% of Fund (quarterly)    QQQ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 67,125 0% 12.49% $41.2M 2026-02-14 (Est.) $601.16
2025 Q3 UNCHANGED 67,125 0% 12.50% $40.3M 2025-11-05 $621.69
2025 Q2 ADDED 67,125 +500 +0.8% 12.48% $37.0M 2025-08-14 $577.74
2025 Q1 ADDED 66,625 +400 +0.6% 10.89% $31.2M 2025-05-12 $505.40
2024 Q4 ADDED 66,225 +300 +0.5% 10.98% $33.9M 2025-02-14 $534.76
2024 Q3 ADDED 65,925 +40 +0.1% 10.58% $32.2M 2024-11-14 $504.67
2024 Q2 ADDED 65,885 +75 +0.1% 10.81% $31.6M 2024-08-02 $444.58
2024 Q1 REDUCED 65,810 -795 -1.2% 10.29% $29.2M 2024-05-13 $438.27
2023 Q4 ADDED 66,605 +12,155 +22.3% 10.51% $27.3M 2024-02-08 $427.52
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Aft, Forsyth & Sober, LLC and QQQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aft, Forsyth & Sober, LLC reported owning QQQ?

Aft, Forsyth & Sober, LLC reported QQQ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported QQQ position in Aft, Forsyth & Sober, LLC's portfolio?

The largest reported portfolio weight for QQQ was 12.50% in 2025 Q3.

What is the latest reported QQQ position on this page?

The most recent filing on this page is 2025 Q4, when Aft, Forsyth & Sober, LLC reported 67,125 shares, equal to 12.49% of portfolio, with an estimated market value of $41.2M.

What does the chart on this QQQ ownership page compare?

The chart compares Aft, Forsyth & Sober, LLC's quarterly QQQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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