Position history for EP Wealth Advisors, LLC's holdings in INVESCO QQQ TR
EP Wealth Advisors, LLC holds 140,627 shares of QQQ (INVESCO QQQ TR), worth $81.2M as of 2026-Q1. The position was increased (+8.3% shares). QQQ represents 0.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$81.2M
Current Shares
140,627
Total Value Change
+$37.1M
Total Shares Change
+48,553
Other major holders of QQQ: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 140,627 |
+8.3% |
| $81.2M |
| 0.4% |
| $601.58 |
39 |
| 2025-Q4 | Decreased | 129,784 | -3.5% | $79.7M | 0.4% | $619.43 | 0 |
| 2025-Q2 | Increased | 134,517 | +31.4% | $74.2M | 0.5% | $546.75 | 45 |
| 2025-Q1 | Decreased | 102,385 | -0.2% | $48M | 0.4% | $467.27 | 0 |
| 2024-Q4 | Decreased | 102,584 | -8.7% | $52.4M | 0.4% | $513.01 | 0 |
| 2024-Q3 | Increased | 112,364 | +22.0% | $54.8M | 0.5% | $483.51 | 42 |
| 2024-Q2 | Increased | 92,074 | +3.5% | $44.1M | 0.5% | $475.26 | 36 |