QQQ INVESCO QQQ TRUST SERIES I

Ownership history in Aspect Partners, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Aspect Partners, LLC reported a position in INVESCO QQQ TRUST SERIES I (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
1.19% (2025 Q3)
Avg. % of fund
0.65%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,613 -757 -17.3% 0.97% $2.2M $614.31
2025 Q3 ADDED 4,370 +1,259 +40.5% 1.19% $2.6M $599.60
2025 Q2 ADDED 3,111 +673 +27.6% 0.85% $1.7M $550.29
2025 Q1 ADDED 2,438 +224 +10.1% 0.65% $1.1M $467.25
2024 Q4 ADDED 2,214 +280 +14.5% 0.65% $1.1M $508.65
2024 Q3 ADDED 1,934 +143 +8.0% 0.53% $944K $484.83
2024 Q2 ADDED 1,791 +1,055 +143.3% 0.51% $858K $475.26
2024 Q1 UNCHANGED 736 0% 0.26% $327K $439.74
2023 Q4 INITIATED 736 0.19% $302K
% of Fund (quarterly)    QQQ price (monthly, adj. close)
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