SEC 13F Intelligence

Householder Group Estate & Retirement Specialist, LLC / QQQ

Householder Group Estate & Retirement Specialist, LLC’s Invesco Qqq Tr Position

Does Householder Group Estate & Retirement Specialist, LLC own Invesco Qqq Tr (QQQ)? Yes — 5.1K shares worth $3M (+1.94% of its 13F portfolio) as of Q4 2024, down from 9.9K shares the prior filed quarter.

Position Value
$3M
Q4 2024
Shares
5.1K
% of Portfolio
+1.94%
Quarters Held
10
currently held

Position History QQQ

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ3 ’22Q1 ’23: $3MQ3 ’23: $5MQ3 ’23Q4 ’23: $5MQ1 ’24: $5MQ1 ’24Q2 ’24: $6MQ3 ’24: $5MQ3 ’24Q4 ’24: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20245.1K$3M+1.94%
Q3 20249.9K$5M+1.41%
Q2 202411.7K$6M+1.57%
Q1 202410.8K$5M+1.43%
Q4 202313.4K$5M+1.80%
Q3 202313.2K$5M+1.71%
Q1 20238.1K$3M+1.00%
Q3 20226.3K$2M+0.69%
Q2 20226.1K$2M+0.76%
Q1 20226.0K$2M+0.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Householder Group Estate & Retirement Specialist, LLC’s full portfolio or all institutional holders of QQQ.