QQQ β€” POWERSHARES QQQ TRUST

Ownership history in CWM, LLC  Β·  54 quarters on record

This page tracks every 13F SEC filing in which CWM, LLC reported a position in POWERSHARES QQQ TRUST (QQQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.93% (2015 Q4)
πŸ“Š Avg. % of fund
0.69%
πŸ“… First filed
2014 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
54

Position Intelligence

CWM, LLC Γ— QQQ AI Analytics

πŸ“ˆ CWM, LLC outperformed the S&P 500 by +4.3% annually on this QQQ position. Timing score: 49% (25/51 decisions correct). Average cost basis: $227.96. Maximum drawdown during holding period: –32.6%.

πŸ“ˆ Position Alpha vs SPY
+4.3%
annualised excess return

βœ… Outperformed SPY on this position by 4.3% ann.
53 quarters analyzed

⏱️ Timing Score
49%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
25 of 51 add/trim decisions correct

πŸ’° Entry Quality
$227.96
+169.1% vs current ($613.54)

Best entry: $90.51 (2014 Q3)  Β·  Worst: $598.84 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–32.6%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
56%
buy-side decisions

29 adds Β· 23 trims. Bought during 3 of 11 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.86% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    QQQ price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 514,062 -18,043 -3.4% 0.86% $315.8M $613.54
2025 Q3 ADDED 532,105 +7,156 +1.4% 0.96% $319.5M $598.84
2025 Q2 REDUCED 524,949 -4,613 -0.9% 1.02% $289.6M $549.60
2025 Q1 REDUCED 529,562 -68,065 -11.4% 0.99% $248.3M $466.66
2024 Q4 ADDED 597,627 +4,041 +0.7% 1.27% $305.5M $508.01
2024 Q3 REDUCED 593,586 -4,921 -0.8% 1.25% $289.7M $484.21
2024 Q2 ADDED 598,507 +8,458 +1.4% 1.35% $286.8M $474.66
2024 Q1 ADDED 590,049 +11,245 +1.9% 1.27% $262.0M $439.19
2023 Q4 ADDED 578,804 +99,052 +20.6% 1.27% $237.0M $404.54
2023 Q3 ADDED 479,752 +34,019 +7.6% 1.05% $171.9M $353.02
44 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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