Sound View Wealth Advisors Group, LLC / QQQ
Sound View Wealth Advisors Group, LLC’s Invesco Qqq Tr Position
Does Sound View Wealth Advisors Group, LLC own Invesco Qqq Tr (QQQ)? Yes — 28.3K shares worth $16M (+1.11% of its 13F portfolio) as of Q1 2026, down from 28.4K shares the prior filed quarter.
Position Value
$16M
Q1 2026
Shares
28.3K
% of Portfolio
+1.11%
Quarters Held
28
currently held
Position History QQQ
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 28.3K | $16M | +1.11% |
| Q4 2025 | 28.4K | $17M | +1.17% |
| Q3 2025 | 30.0K | $18M | +1.24% |
| Q2 2025 | 30.1K | $17M | +1.23% |
| Q1 2025 | 30.4K | $14M | +1.17% |
| Q4 2024 | 30.9K | $16M | +1.27% |
| Q3 2024 | 30.8K | $15M | +1.23% |
| Q2 2024 | 24.3K | $12M | +1.20% |
| Q1 2024 | 24.6K | $11M | +1.16% |
| Q4 2023 | 27.6K | $11M | +1.25% |
| Q3 2023 | 26.0K | $9M | +1.16% |
| Q2 2023 | 21.9K | $8M | +1.06% |
| Q1 2023 | 20.8K | $7M | +0.92% |
| Q4 2022 | 27.6K | $11M | +1.25% |
| Q3 2022 | 14.5K | $4M | +0.87% |
| Q2 2022 | 14.3K | $4M | +0.84% |
| Q1 2022 | 12.7K | $5M | +0.87% |
| Q4 2021 | 12.7K | $5M | +0.96% |
| Q3 2021 | 12.8K | $5M | +0.96% |
| Q2 2021 | 12.6K | $4M | +0.93% |
| Q1 2021 | 14.5K | $5M | +1.08% |
| Q4 2020 | 17.5K | $5M | +1.34% |
| Q3 2020 | 16.7K | $5M | +1.23% |
| Q2 2020 | 16.8K | $4M | +1.17% |
| Q1 2020 | 7.2K | $1M | +0.47% |
| Q4 2019 | 6.9K | $1M | +0.41% |
| Q3 2019 | 5.5K | $1M | +0.31% |
| Q2 2019 | 4.4K | $829,000 | +0.25% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sound View Wealth Advisors Group, LLC’s full portfolio or all institutional holders of QQQ.