LIFE LINE WEALTH MANAGEMENT LLC QQQ — INVESCO QQQ TR

Ownership history in LIFE LINE WEALTH MANAGEMENT LLC  ·  6 quarters on record

AI Ownership Summary

LIFE LINE WEALTH MANAGEMENT LLC reported INVESCO QQQ TR (QQQ) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 20.99% in 2026 Q1. The latest visible filing shows QQQ at 20.99% 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 QQQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LIFE LINE WEALTH MANAGEMENT LLC's position in INVESCO QQQ TR, 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

QQQ was reported at 20.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
20.99% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 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.

QQQ stock page LIFE LINE WEALTH MANAGEMENT LLC fund profile LIFE LINE WEALTH MANAGEMENT LLC full holdings
How LIFE LINE WEALTH MANAGEMENT LLC held QQQ — position size vs. price
% of Fund (quarterly)    QQQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 81,425 +2,259 +2.9% 20.99% $47.0M 2026-04-09 $610.19
2025 Q4 REDUCED — — — 79,166 -2,870 -3.5% 14.36% $48.6M 2026-02-04 $604.99
2025 Q3 REDUCED — — — 82,036 -1,612 -1.9% 15.02% $49.3M 2025-11-12 $619.50
2025 Q2 ADDED — — — 83,648 +71,806 +606.4% 14.94% $46.1M 2025-07-07 $549.99
2025 Q1 REDUCED 89.0% +17.8% ❌ 11,842 -95,801 -89.0% 2.04% $5.6M 2025-04-25 $470.28
2024 Q4 INITIATED — — — 107,643 — — 19.63% $55.0M 2025-03-25 $491.08

🏢 Other funds also holding QQQ

As of 2026 Q1 — sorted by position size

SHCP, LLC 100.0% Glenorchy Capital Ltd 76.25% ICG Advisors, LLC 70.54% Artemis Wealth Advisors, LLC 3Y 69.46% Industrial Alliance Investment Management Inc. 3Y 69.45% SHANDA ASSET MANAGEMENT HOLDINGS Ltd 3Y 7Y 68.69% CARNEGIE MELLON UNIVERSITY 3Y 54.82% Anchor Capital Management Group Inc 53.19% Miura Global Management, LLC 3Y 7Y 51.5% 180 GPS Investments IC Ltd 50.15%

FAQ About LIFE LINE WEALTH MANAGEMENT LLC and QQQ

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

How long has LIFE LINE WEALTH MANAGEMENT LLC reported owning QQQ?

LIFE LINE WEALTH MANAGEMENT LLC reported QQQ across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported QQQ position in LIFE LINE WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for QQQ was 20.99% in 2026 Q1.

What is the latest reported QQQ position on this page?

The most recent filing on this page is 2026 Q1, when LIFE LINE WEALTH MANAGEMENT LLC reported 81,425 shares, equal to 20.99% of portfolio, with an estimated market value of $47.0M.

What does the chart on this QQQ ownership page compare?

The chart compares LIFE LINE WEALTH MANAGEMENT LLC's quarterly QQQ 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 LIFE LINE WEALTH MANAGEMENT LLC time their QQQ position?

Based on 13F filing dates vs. subsequent QQQ price moves, LIFE LINE WEALTH MANAGEMENT LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on QQQ relative to SPY over the holding period was +3.8%.

← Back to LIFE LINE WEALTH MANAGEMENT LLC Holdings