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QQQ
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Position history for Capital Wealth Planning, LLC's holdings in Invesco QQQ Trust, Series 1 UNIT SER 1

Capital Wealth Planning, LLC holds 122,186 shares of QQQ (Invesco QQQ Trust, Series 1 UNIT SER 1), worth $70.5M as of 2026-Q1. The position was increased (+1482.7% shares). QQQ represents 0.4% of Capital Wealth Planning, LLC's portfolio.

Current Value

$70.5M

Current Shares

122,186

Total Value Change

+$62.2M

Total Shares Change

+104,716

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
122,186
+1482.7%
$70.5M0.4%$601.58
57
2025-Q4
Increased
7,720
+22.5%
$4.7M0.0%$619.43
32
2025-Q3
Increased
6,303
+57.2%
$3.8M0.0%$597.96
38
2025-Q2
Decreased
4,009
-55.9%
$2.2M0.0%$546.75
0
2025-Q1
Decreased
9,082
-41.6%
$4.3M0.0%$467.27
0
2024-Q4
Decreased
15,546
-35.2%
$7.9M0.1%$513.01
0
2024-Q3
Increased
23,991
+37.3%
$11.7M0.1%$483.51
44
2024-Q2
Increased
17,470
+58.9%
$8.4M0.1%$475.26
39

Other major holders of QQQ: MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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