SEC 13F Intelligence

Lifeplan Financial Group, Inc / QQQ

Lifeplan Financial Group, Inc’s Invesco Qqq Tr Position

Does Lifeplan Financial Group, Inc own Invesco Qqq Tr (QQQ)? Yes — 10.3K shares worth $3M (+1.23% of its 13F portfolio) as of Q3 2020, up from 9.8K shares the prior filed quarter.

Position Value
$3M
Q3 2020
Shares
10.3K
% of Portfolio
+1.23%
Quarters Held
8
currently held

Position History QQQ

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ1 ’19Q2 ’19: $1MQ2 ’19Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ1 ’20Q2 ’20: $2MQ2 ’20Q3 ’20: $3MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202010.3K$3M+1.23%
Q2 20209.8K$2M+1.10%
Q1 20209.2K$2M+0.95%
Q4 20198.7K$2M+0.82%
Q3 20198.3K$2M+0.73%
Q2 20197.7K$1M+0.69%
Q1 20196.7K$1M+0.64%
Q4 20186.7K$1M+0.65%

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