Position history for EP Wealth Advisors, LLC's holdings in INVESCO QQQ TR
EP Wealth Advisors, LLC holds 129,784 shares of QQQ (INVESCO QQQ TR), worth $79.7M as of 2025-Q4. The position was decreased (-3.5% shares). QQQ represents 0.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$79.7M
Current Shares
129,784
Total Value Change
+$35.6M
Total Shares Change
+37,710
Other major holders of QQQ: BNP PARIBAS FINANCIAL MARKETS
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 |