Crumly & Associates Inc. QQEW — FIRST TR NAS100 EQ WEIGHTED

Ownership history in Crumly & Associates Inc.  ·  10 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported FIRST TR NAS100 EQ WEIGHTED (QQEW) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.76% in 2024 Q2. The latest visible filing shows QQEW at 0.83% 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 QQEW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in FIRST TR NAS100 EQ WEIGHTED, 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

QQEW was reported at 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.76% in 2024 Q2

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.

QQEW stock page Crumly & Associates Inc. fund profile Crumly & Associates Inc. full holdings
How Crumly & Associates Inc. held QQEW — position size vs. price
% of Fund (quarterly)    QQEW 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 REDUCED — — — 31,220 -1,713 -5.2% 0.83% $4.0M 2026-05-15 (Est.) $136.67
2025 Q4 REDUCED — — — 32,933 -1,377 -4.0% 0.98% $4.7M 2026-01-14 $140.98
2025 Q3 REDUCED — — — 34,310 -519 -1.5% 1.06% $4.8M 2025-11-03 $143.58
2025 Q2 REDUCED 10.2% +3.6% ❌ 34,829 -3,961 -10.2% 1.16% $4.8M 2025-07-02 $136.58
2025 Q1 REDUCED 10.9% +13.0% ❌ 38,790 -4,747 -10.9% 1.30% $4.7M 2025-04-22 $114.45
2024 Q4 REDUCED 6.0% -3.1% ✅ 43,537 -2,794 -6.0% 1.48% $5.4M 2025-02-03 $130.03
2024 Q3 REDUCED 65.4% +0.1% ❌ 46,331 -87,655 -65.4% 1.61% $5.8M 2024-11-01 $123.99
2024 Q2 ADDED — — — 133,986 +3,921 +3.0% 4.76% $16.5M 2024-08-02 $116.30
2024 Q1 ADDED — — — 130,065 +11,206 +9.4% 4.24% $16.1M 2024-05-01 $115.42
2023 Q4 INITIATED — — — 118,859 — — 3.95% $14.2M 2024-01-29 $119.47

🏢 Other funds also holding QQEW

As of 2026 Q1 — sorted by position size

Davis Investment Partners, LLC 3Y 1.61% Stenger Family Office, LLC 0.83% BIP Wealth, LLC 0.55% NTV ASSET MANAGEMENT LLC 3Y 7Y 0.5% Zullo Investment Group, Inc. 3Y 0.42% WealthBridge Capital Management, LLC 3Y 7Y 0.37% Atlas Private Wealth Advisors 3Y 0.37% Runnymede Capital Advisors, Inc. 0.36% CX Institutional 3Y 7Y 0.3% Purus Wealth Management, LLC 3Y 0.27%

FAQ About Crumly & Associates Inc. and QQEW

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

How long has Crumly & Associates Inc. reported owning QQEW?

Crumly & Associates Inc. reported QQEW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported QQEW position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for QQEW was 4.76% in 2024 Q2.

What is the latest reported QQEW position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 31,220 shares, equal to 0.83% of portfolio, with an estimated market value of $4.0M.

What does the chart on this QQEW ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly QQEW 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 Crumly & Associates Inc. time their QQEW position?

Based on 13F filing dates vs. subsequent QQEW price moves, Crumly & Associates Inc. correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on QQEW relative to SPY over the holding period was -11.0%.

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