Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in INVESCO QQQ TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 234,514 shares of QQQ (INVESCO QQQ TR), worth $144.1M as of 2025-Q4. The position was increased (++428.5% shares). QQQ represents 0.9% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$144.1M
Current Shares
234,514
Total Value Change
+$122.2M
Total Shares Change
+188,927
Other major holders of QQQ: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 234,514 |
+428.5% |
| $144.1M |
| 0.9% |
| $619.43 |
69 |
| 2025-Q3 | Decreased | 44,370 | -0.5% | $26.6M | 0.2% | $597.96 | 0 |
| 2025-Q2 | Decreased | 44,582 | -5.1% | $24.6M | 0.2% | $546.75 | 0 |
| 2025-Q1 | Increased | 46,963 | +0.3% | $22M | 0.2% | $467.27 | 34 |
| 2024-Q4 | Increased | 46,844 | +1.0% | $23.9M | 0.2% | $513.01 | 34 |
| 2024-Q3 | Increased | 46,365 | +1.7% | $22.6M | 0.2% | $483.51 | 35 |
| 2024-Q2 | Increased | 45,587 | +0.1% | $21.8M | 0.2% | $475.26 | 34 |