Ownership history in Wealth Group Ltd · 9 quarters on record
This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in Invesco (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 47,891 | +7,993 | +20.0% | 6.58% | $29.4M | $614.31 |
| 2025 Q3 | ADDED | 39,898 | +15,269 | +62.0% | 5.54% | $24.0M | $599.60 |
| 2025 Q2 | ADDED | 24,629 | +18,210 | +283.7% | 3.46% | $13.6M | $550.29 |
| 2025 Q1 | ADDED | 6,419 | +4,835 | +305.2% | 0.88% | $3.0M | $467.25 |
| 2024 Q4 | ADDED | 1,584 | +102 | +6.9% | 0.23% | $810K | $508.65 |
| 2024 Q3 | ADDED | 1,482 | +10 | +0.7% | 0.21% | $723K | $484.83 |
| 2024 Q2 | REDUCED | 1,472 | -21 | -1.4% | 0.21% | $705K | $475.26 |
| 2024 Q1 | REDUCED | 1,493 | -26 | -1.7% | 0.20% | $660K | $439.74 |
| 2023 Q4 | INITIATED | 1,519 | — | — | 0.21% | $650K | — |
As of 2025 Q4 — sorted by position size