Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in INVESCO QQQ TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 233,511 shares of QQQ (INVESCO QQQ TR), worth $134.8M as of 2026-Q1. The position was decreased (-0.4% shares). QQQ represents 0.8% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$134.8M
Current Shares
233,511
Total Value Change
+$113M
Total Shares Change
+187,924
Other major holders of QQQ: BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 233,511 |
-0.4% |
| $134.8M |
| 0.8% |
| $601.58 |
0 |
| 2025-Q4 | 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 |