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Palacios Wealth Management, LLC: QQQI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Palacios Wealth Management, LLC on QQQI, newest first. How the timeline and the estimate are built.

Palacios Wealth Management, LLC held 159,762 QQQI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,762 shares
    Change vs previous 13F +19,425 shares

    5.36% of the 13F portfolio, value $9,072,880.

    13F-HR 0001705819-26-000043 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 140,337 shares
    Change vs previous 13F +68,993 shares

    4.75% of the 13F portfolio, value $7,599,244.

    13F-HR 0001705819-26-000037 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 71,344 shares
    Change vs previous 13F -18,847 shares

    2.94% of the 13F portfolio, value $3,842,588.

    13F-HR 0001705819-26-000015 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 90,191 shares
    Change vs previous 13F +43,292 shares

    3.22% of the 13F portfolio, value $4,888,348.

    13F-HR 0001705819-25-000079 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 46,899 shares
    Change vs previous 13F +36,739 shares

    2% of the 13F portfolio, value $2,439,217.

    13F-HR 0001705819-25-000044 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,160 shares
    Change vs previous 13F +5,775 shares

    0.36% of the 13F portfolio, value $481,889.

    13F-HR 0001705819-25-000036 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,385 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $231,396.

    13F-HR 0001705819-25-000013 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).