QQQ INVESCO QQQ TRUST

Ownership history in LOWERY THOMAS, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which LOWERY THOMAS, LLC reported a position in INVESCO 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
8.01% (2022 Q1)
Avg. % of fund
5.17%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 12,910 -88 -0.7% 4.48% $7.9M $614.31
2025 Q3 ADDED 12,998 +11 +0.1% 4.51% $7.8M $599.60
2025 Q2 REDUCED 12,987 -216 -1.6% 4.59% $7.2M $550.29
2025 Q1 ADDED 13,203 +194 +1.5% 4.24% $6.2M $467.25
2024 Q4 REDUCED 13,009 -15 -0.1% 4.34% $6.7M $508.65
2024 Q3 REDUCED 13,024 -734 -5.3% 4.31% $6.4M $484.83
2024 Q2 REDUCED 13,758 -296 -2.1% 4.81% $6.6M $475.26
2024 Q1 ADDED 14,054 +36 +0.3% 4.78% $6.2M $439.74
2023 Q4 REDUCED 14,018 -41 -0.3% 4.93% $5.7M $405.05
2023 Q3 ADDED 14,059 +13 +0.1% 4.82% $5.0M $353.46
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QQQ price (monthly, adj. close)
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