QQQ Invesco QQQ Trust

Ownership history in Stuart Chaussee & Associates, Inc.  ·  24 quarters on record

AI Ownership Summary

Stuart Chaussee & Associates, Inc. reported Invesco QQQ Trust (QQQ) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.15% in 2024 Q2. The latest visible filing shows QQQ at 0.14% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QQQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stuart Chaussee & Associates, Inc.'s position in Invesco QQQ Trust, 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
2025 Q4

QQQ was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Stuart Chaussee & Associates, Inc. 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 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 1,068 0% 0.14% $641K 2026-02-14 (Est.) $601.16
2025 Q3 UNCHANGED 1,068 0% 0.14% $641K 2025-10-22 $603.95
2025 Q2 ADDED 1,068 +1 +0.1% 0.13% $589K 2025-08-01 $551.83
2025 Q1 UNCHANGED 1,067 0% 0.12% $500K 2025-05-16 $519.00
2024 Q4 REDUCED 1,067 -108 -9.2% 0.14% $545K 2025-02-14 $534.76
2024 Q3 UNCHANGED 1,175 0% 0.15% $574K 2024-11-14 $504.67
2024 Q2 ADDED 1,175 +1 +0.1% 0.15% $563K 2024-08-13 $458.28
2024 Q1 ADDED 1,174 +1 +0.1% 0.15% $521K 2024-05-09 $436.23
2023 Q4 ADDED 1,173 +1 +0.1% 0.14% $480K 2024-02-02 $423.79
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Stuart Chaussee & Associates, Inc. and QQQ

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

How long has Stuart Chaussee & Associates, Inc. reported owning QQQ?

Stuart Chaussee & Associates, Inc. reported QQQ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported QQQ position in Stuart Chaussee & Associates, Inc.'s portfolio?

The largest reported portfolio weight for QQQ was 0.15% in 2024 Q2.

What is the latest reported QQQ position on this page?

The most recent filing on this page is 2025 Q4, when Stuart Chaussee & Associates, Inc. reported 1,068 shares, equal to 0.14% of portfolio, with an estimated market value of $641K.

What does the chart on this QQQ ownership page compare?

The chart compares Stuart Chaussee & Associates, Inc.'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.

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