QQQ — POWERSHARES QQQ TRUST

Ownership history in INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV  ·  45 quarters on record

This page tracks every 13F SEC filing in which INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
3.63% (2023 Q2)
Avg. % of fund
1.01%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,985 -294 -6.9% 1.01% $2.4M $614.31
2025 Q3 ADDED 4,279 +15 +0.4% 1.09% $2.6M $599.60
2025 Q2 ADDED 4,264 +13 +0.3% 1.09% $2.4M $550.29
2025 Q1 ADDED 4,251 +73 +1.7% 1.01% $2.0M $467.25
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QQQ price (monthly, adj. close)

Other funds also holding QQQ

As of 2025 Q4 — sorted by position size

Glenorchy Capital Ltd 75.95% Industrial Alliance Investment Management Inc. 3Y 67.17% SHANDA ASSET MANAGEMENT HOLDINGS Ltd 3Y 7Y 65.15% Artemis Wealth Advisors, LLC 3Y 63.5% Ground Swell Capital, LLC 3Y 7Y 63.21% Anchor Capital Management Group Inc 61.7% SANDERS MORRIS HARRIS LLC 3Y 7Y 57.74% Miura Global Management, LLC 3Y 7Y 55.14% Owl Creek Asset Management, L.P. 3Y 7Y 47.41% Rising Stella Capital Pte. Ltd 45.41%
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