Security key
73935A104
- Security type / class
- Equity / ETF
- Total 13F shares
- 643,529
- Total 13F value
- $201,881,366
- Share change
- -3,968
- SEC-reported price per share
- $313.74
- Number of holders
- 26
- Value change
- -$913,643
- Number of buys
- 12
- Number of sells
- 14
Report period
Q4 2020
Institutions
26
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 73935A104
Recent filing periods:
Ownership snapshot
Top reported holders of QQQ - INVESCO QQQ TR - ETF (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Stuart Chaussee & Associa...
Disclosed value leader
Stuart Chaussee & Associa...
Comparable rows
0/15
Latest evidence
30 Sep 2020
13F
Highest disclosed value: $102,987,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Stuart Chaussee & Associates, Inc. has the largest disclosed position value at $102.99M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Stuart Chaussee & Associates, Inc.'s linked filing trail.
Disclosed position value
Top 5
Stuart Chaussee & Associates, Inc.
$102.99M
CHARTIST INC /CA/
$21.67M
Winch Advisory Services, LLC
$11.83M
Greenwich Wealth Management LLC
$11.09M
Nadler Financial Group, Inc.
$4.49M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Stuart Chaussee & Associates, Inc. |
13F
Company
|
—
class O/S missing
|
$102,987,000
370,672 shares
|
— | 30 Sep 2020 |
| CHARTIST INC /CA/ |
13F
Company
|
—
class O/S missing
|
$21,672,909
78,005 shares
|
— | 30 Sep 2020 |
| Winch Advisory Services, LLC |
13F
Company
|
—
class O/S missing
|
$11,830,000
42,580 shares
|
— | 30 Sep 2020 |
| Greenwich Wealth Management LLC |
13F
Company
|
—
class O/S missing
|
$11,092,000
39,922 shares
|
— | 30 Sep 2020 |
| Nadler Financial Group, Inc. |
13F
Company
|
—
class O/S missing
|
$4,491,000
16,163 shares
|
— | 30 Sep 2020 |
| White Lighthouse Investment Management Inc. |
13F
Company
|
—
class O/S missing
|
$4,377,000
15,753 shares
|
— | 30 Sep 2020 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
26
Shares
643,529
Rows available
26
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2020 vs Q1 2026 Across Filers
Q1 2026 holders
6
Q4 2020 holders
26
Holder diff
20
| Investor | Q1 2026 Shares | Q4 2020 Shares | Share Diff | Share Chg % | Q1 2026 value | Q4 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend