QQQJ INVESCO EXCH TRADED FD TR II

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 EXCH TRADED FD TR II (QQQJ). 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
1.02% (2025 Q3)
Avg. % of fund
0.81%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 45,356 0% 0.93% $1.7M $36.85
2025 Q3 UNCHANGED 45,356 0% 1.02% $1.6M $35.73
2025 Q2 ADDED 45,356 +19,234 +73.6% 1.02% $1.5M $31.82
2025 Q1 REDUCED 26,122 -6,273 -19.4% 0.63% $758K $28.79
2024 Q4 UNCHANGED 32,395 0% 0.73% $1.0M $30.60
2024 Q3 UNCHANGED 32,395 0% 0.72% $984K $30.06
2024 Q2 ADDED 32,395 +146 +0.5% 0.71% $903K $27.54
2024 Q1 UNCHANGED 32,249 0% 0.78% $932K $28.48
2023 Q4 INITIATED 32,249 0.79% $870K
% of Fund (quarterly)    QQQJ price (monthly, adj. close)
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