QQQ INVESCO QQQ TR

Ownership history in LWMG, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which LWMG, 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
7.64% (2024 Q2)
Avg. % of fund
4.8%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 77,055 +1,460 +1.9% 7.15% $37.6M $484.83
2024 Q2 ADDED 75,595 +5,339 +7.6% 7.64% $36.2M $475.26
2024 Q1 ADDED 70,256 +789 +1.1% 7.20% $31.2M $439.74
2023 Q4 ADDED 69,467 +6,859 +11.0% 6.98% $28.4M $405.05
2023 Q3 ADDED 62,608 +55,952 +840.6% 6.15% $22.4M $353.46
2023 Q2 REDUCED 6,656 -170 -2.5% 0.69% $2.5M $363.94
2023 Q1 REDUCED 6,826 -12,676 -65.0% 0.69% $2.2M $315.73
2022 Q4 INITIATED 19,502 1.86% $5.2M
% of Fund (quarterly)    QQQ price (monthly, adj. close)
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