QQQ INVESCO QQQ TR

Ownership history in GERBER, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which GERBER, LLC reported a position in INVESCO QQQ TR (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
9.54% (2025 Q2)
Avg. % of fund
8.94%
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 24,868 -374 -1.5% 8.52% $15.3M $614.31
2025 Q3 ADDED 25,242 +639 +2.6% 9.52% $15.2M $599.60
2025 Q2 ADDED 24,603 +761 +3.2% 9.54% $13.6M $550.29
2025 Q1 REDUCED 23,842 -640 -2.6% 9.32% $11.2M $467.25
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QQQ price (monthly, adj. close)
← Back to GERBER, LLC Holdings