Back to Wealthspire Advisors, LLC

QQQ
Showing 8 of 25 quarters

Position history for Wealthspire Advisors, LLC's holdings in Invesco QQQ Trust, Series 1 UNIT SER 1

Wealthspire Advisors, LLC holds 125,640 shares of QQQ (Invesco QQQ Trust, Series 1 UNIT SER 1), worth $72.5M as of 2026-Q1. The position was decreased (-6.0% shares). QQQ represents 0.6% of Wealthspire Advisors, LLC's portfolio.

Current Value

$72.5M

Current Shares

125,640

Total Value Change

+$14.8M

Total Shares Change

+5,277

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
125,640
-6.0%
$72.5M0.6%$601.58
0
2025-Q4
Decreased
133,657
-5.2%
$82.1M0.7%$619.43
0
2025-Q3
Increased
141,025
+9.8%
$84.7M0.4%$597.96
39
2025-Q2
Decreased
128,496
-2.8%
$70.9M0.4%$546.75
0
2025-Q1
Increased
132,167
+0.7%
$62M0.4%$467.27
35
2024-Q4
Increased
131,223
+1.3%
$67.1M0.7%$513.01
42
2024-Q3
Increased
129,521
+7.6%
$63.2M0.6%$483.51
45
2024-Q2
Decreased
120,363
-3.5%
$57.7M0.7%$475.26
0

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used