Constitution Capital LLC QQQ — INVESCO QQQ TR

Ownership history in Constitution Capital LLC  ·  10 quarters on record

AI Ownership Summary

Constitution Capital LLC reported INVESCO QQQ TR (QQQ) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.16% in 2025 Q4. The latest visible filing shows QQQ at 0.16% 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.

What this QQQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Constitution Capital 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
2026 Q1

QQQ was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q4

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 2026 Q1

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.

QQQ stock page Constitution Capital LLC fund profile Constitution Capital LLC full holdings
How Constitution Capital LLC held QQQ — position size vs. price
% of Fund (quarterly)    QQQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 551 — 0% 0.16% $318K 2026-04-09 $610.19
2025 Q4 ADDED — — — 551 +1 +0.2% 0.16% $338K 2026-01-09 $625.86
2025 Q3 ADDED — — — 550 +4 +0.7% 0.15% $330K 2025-10-17 $602.39
2025 Q2 UNCHANGED — — — 546 — 0% 0.15% $301K 2025-08-13 $578.19
2025 Q1 ADDED — — — 546 +12 +2.2% 0.14% $256K 2025-04-11 $452.21
2024 Q4 ADDED — — — 534 +27 +5.3% 0.15% $273K 2025-01-15 $513.45
2024 Q3 ADDED — — — 507 +8 +1.6% 0.13% $247K 2024-10-11 $489.46
2024 Q2 ADDED — — — 499 +46 +10.2% 0.13% $239K 2024-07-12 $490.22
2024 Q1 REDUCED 8.1% +8.7% ❌ 453 -40 -8.1% 0.11% $201K 2024-04-15 $426.38
2023 Q4 INITIATED — — — 493 — — 0.12% $202K 2024-01-12 $404.58

🏢 Other funds also holding QQQ

As of 2026 Q1 — sorted by position size

ICG Advisors, LLC 70.54% Industrial Alliance Investment Management Inc. 3Y 69.45% Rising Stella Capital Pte. Ltd 42.67% Davies Financial Advisors, Inc. 42.44% Analyst IMS Investment Management Services Ltd. 3Y 7Y 31.17% AXS Investments LLC 3Y 28.94% Fortune 45 LLC 3Y 26.3% Div Capital Phoenix Assets Ltd 24.8% AtlasMark Financial, Inc 23.63% Socha Financial Group, LLC 3Y 23.57%

FAQ About Constitution Capital 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 Constitution Capital LLC reported owning QQQ?

Constitution Capital LLC reported QQQ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported QQQ position in Constitution Capital LLC's portfolio?

The largest reported portfolio weight for QQQ was 0.16% in 2025 Q4.

What is the latest reported QQQ position on this page?

The most recent filing on this page is 2026 Q1, when Constitution Capital LLC reported 551 shares, equal to 0.16% of portfolio, with an estimated market value of $318K.

What does the chart on this QQQ ownership page compare?

The chart compares Constitution Capital 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.

How well did Constitution Capital LLC time their QQQ position?

Based on 13F filing dates vs. subsequent QQQ price moves, Constitution Capital LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on QQQ relative to SPY over the holding period was +1.3%.

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