Question 1

How many shares of QQQ does Dynasty Wealth Management, LLC own?

Accepted Answer

Dynasty Wealth Management, LLC previously held 0 shares of QQQ (INVESCO QQQ TRUST SERIES 1 CL USD INC) before exiting the position in 2024-Q4.

Question 2

What is Dynasty Wealth Management, LLC's QQQ position worth?

Accepted Answer

Dynasty Wealth Management, LLC's QQQ position was last reported at $0 in 2024-Q4 before the exit.

Question 3

Is Dynasty Wealth Management, LLC buying or selling QQQ?

Accepted Answer

In 2024-Q4, Dynasty Wealth Management, LLC exited their QQQ position entirely (-100.0% change in shares).

Question 4

When did Dynasty Wealth Management, LLC first buy QQQ?

Accepted Answer

Based on available 13F filings, Dynasty Wealth Management, LLC first reported a position in QQQ in 2018-Q2. They have held the position across 5 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$513.01	0
2024-Q3	New	29,048	-	$1.3M	0.0%	$483.51	35
2018-Q4	Exited	0	-100.0%	$0	0.0%	$146.40	0
2018-Q3	Unchanged	1,301	0.0%	$242,000	0.3%	$177.30	0
2018-Q2	New	1,301	-	$223,000	0.5%	$163.51	38

QQQ5 quarters

QQQ
5 quarters