INVESCO QQQ TR

Ticker: QQQ CUSIP: 46090E103 Class: ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 26,608 Value ($000) $16,346 Avg Close — Range —
Q3 2025
Shares 28,202 Value ($000) $16,932 Avg Close — Range —
Q2 2025
Shares 26,322 Value ($000) $14,520 Avg Close — Range —
Q1 2025
Shares 25,630 Value ($000) $12,018 Avg Close — Range —
Q4 2024
Shares 20,508 Value ($000) $10,484 Avg Close — Range —
Q3 2024
Shares 21,437 Value ($000) $10,463 Avg Close — Range —
Q2 2024
Shares 29,605 Value ($000) $14,184 Avg Close — Range —
Q1 2024
Shares 40,446 Value ($000) $17,959 Avg Close — Range —
Q4 2023
Shares 33,261 Value ($000) $13,621 Avg Close — Range —
Q3 2023
Shares 36,353 Value ($000) $13,024 Avg Close — Range —
Q2 2023
Shares 35,798 Value ($000) $13,224 Avg Close — Range —
Q1 2023
Shares 35,475 Value ($000) $11,385 Avg Close — Range —
Q4 2022
Shares 23,466 Value ($000) $6,249 Avg Close — Range —
Q3 2022
Shares 21,892 Value ($000) $5,851 Avg Close — Range —
Q2 2022
Shares 24,415 Value ($000) $6,843 Avg Close — Range —
Q1 2022
Shares 17,039 Value ($000) $6,177 Avg Close — Range —
Q4 2021
Shares 26,042 Value ($000) $10,361 Avg Close — Range —
Q3 2021
Shares 27,845 Value ($000) $9,967 Avg Close — Range —
Q2 2021
Shares 14,557 Value ($000) $5,159 Avg Close — Range —
Q1 2021
Shares 14,727 Value ($000) $4,700 Avg Close — Range —
Q4 2020
Shares 16,927 Value ($000) $5,311 Avg Close — Range —
Q3 2020
Shares 21,204 Value ($000) $5,891 Avg Close — Range —
Q2 2020
Shares 20,763 Value ($000) $5,141 Avg Close — Range —
Q1 2020
Shares 21,138 Value ($000) $4,025 Avg Close — Range —
Q1 2019
Shares 19,708 Value ($000) $3,541 Avg Close — Range —
Q4 2018
Shares 19,607 Value ($000) $3,025 Avg Close — Range —