SEC 13F Intelligence

Iams Wealth Management, LLC / QQQ

Iams Wealth Management, LLC’s Invesco Qqq Tr Position

Does Iams Wealth Management, LLC own Invesco Qqq Tr (QQQ)? Yes — 24.7K shares worth $18M (+5.47% of its 13F portfolio) as of Q2 2026, down from 25.3K shares the prior filed quarter.

Position Value
$18M
Q2 2026
Shares
24.7K
% of Portfolio
+5.47%
Quarters Held
12
currently held

Position History QQQ

Reported value by quarter
Q3 ’23: $3MQ3 ’23Q4 ’23: $4MQ1 ’24: $6MQ1 ’24Q2 ’24: $11MQ3 ’24: $11MQ3 ’24Q4 ’24: $13MQ1 ’25: $12MQ1 ’25Q2 ’25: $14MQ3 ’25: $15MQ3 ’25Q4 ’25: $15MQ1 ’26: $15MQ1 ’26Q2 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202624.7K$18M+5.47%
Q1 202625.3K$15M+5.08%
Q4 202524.4K$15M+5.41%
Q3 202524.7K$15M+5.95%
Q2 202525.5K$14M+6.46%
Q1 202526.1K$12M+5.61%
Q4 202425.2K$13M+5.89%
Q3 202423.0K$11M+5.51%
Q2 202422.0K$11M+5.77%
Q1 202413.9K$6M+3.71%
Q4 20239.4K$4M+2.49%
Q3 20239.2K$3M+2.29%

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