SEC 13F Intelligence

Piershale Financial Group, Inc. / QQQ

Piershale Financial Group, Inc.’s Invesco Qqq Tr Position

Does Piershale Financial Group, Inc. own Invesco Qqq Tr (QQQ)? Yes — 18.0K shares worth $7M (+4.24% of its 13F portfolio) as of Q2 2023, up from 59 shares the prior filed quarter.

Position Value
$7M
Q2 2023
Shares
18.0K
% of Portfolio
+4.24%
Quarters Held
12
currently held

Position History QQQ

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $7MQ2 ’19: $16MQ2 ’19Q3 ’19: $20MQ4 ’19: $18MQ4 ’19Q2 ’20: $15MQ3 ’20: $24MQ3 ’20Q4 ’20: $22MQ4 ’21: $28MQ4 ’21Q4 ’22: $15,711Q1 ’23: $18,935Q1 ’23Q2 ’23: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202318.0K$7M+4.24%
Q1 202359$18,935+0.01%
Q4 202259$15,711+0.01%
Q4 202170.7K$28M+10.72%
Q4 202070.1K$22M+10.57%
Q3 202087.3K$24M+13.94%
Q2 202060.0K$15M+8.65%
Q4 201984.5K$18M+9.59%
Q3 2019105.7K$20M+11.29%
Q2 201988.3K$16M+9.41%
Q1 201939.9K$7M+4.28%
Q4 201896.9K$15M+9.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Piershale Financial Group, Inc.’s full portfolio or all institutional holders of QQQ.