QQQM INVESCO EXCH TRADED FD TR II

Ownership history in CAP Partners, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which CAP Partners, LLC reported a position in INVESCO EXCH TRADED FD TR II (QQQM). 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
7.71% (2025 Q4)
Avg. % of fund
4.46%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 53,803 -209 -0.4% 7.71% $13.6M $252.57
2025 Q3 ADDED 54,012 +216 +0.4% 7.57% $13.3M $246.47
2025 Q2 ADDED 53,796 +2,621 +5.1% 7.69% $12.2M $226.22
2025 Q1 ADDED 51,175 +40,491 +379.0% 7.17% $9.9M $192.00
2024 Q4 ADDED 10,684 +9 +0.1% 1.58% $2.2M $209.00
2024 Q3 ADDED 10,675 +773 +7.8% 1.60% $2.1M $199.17
2024 Q2 ADDED 9,902 +5,078 +105.3% 1.59% $2.0M $195.17
2024 Q1 INITIATED 4,824 0.78% $881K
% of Fund (quarterly)    QQQM price (monthly, adj. close)
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