SEC 13F Intelligence

Lm Advisors LLC / QQQ

Lm Advisors LLC’s Invesco Qqq Tr Position

Does Lm Advisors LLC own Invesco Qqq Tr (QQQ)? Yes — 46.1K shares worth $79,870 (+1.26% of its 13F portfolio) as of Q1 2026, up from 44.4K shares the prior filed quarter.

Position Value
$79,870
Q1 2026
Shares
46.1K
% of Portfolio
+1.26%
Quarters Held
9
currently held

Position History QQQ

Reported value by quarter
Q1 ’24: $14MQ1 ’24Q2 ’24: $15MQ3 ’24: $15MQ3 ’24Q4 ’24: $16MQ1 ’25: $16MQ1 ’25Q2 ’25: $17MQ3 ’25: $41MQ3 ’25Q4 ’25: $72,306Q1 ’26: $79,870Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202646.1K$79,870+1.26%
Q4 202544.4K$72,306+1.30%
Q3 202568.6K$41M+5.94%
Q2 202531.3K$17M+2.22%
Q1 202533.7K$16M+2.85%
Q4 202430.5K$16M+2.79%
Q3 202430.6K$15M+3.03%
Q2 202430.8K$15M+0.02%
Q1 202432.8K$14M+2.29%

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