Shaker Financial Services, LLC
CIK
0001511794
City
Arlington
State / Country
VA
Holdings in QQQX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,810,950 | 203,750 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $3,308,875 | 120,498 | Shares | Sole | 2025-10-22 |
| 2025-03-31 | $5,225,237 | 220,010 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $4,832,834 | 178,663 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $7,137,797 | 284,148 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $5,872,532 | 234,152 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $5,549,737 | 229,898 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $2,796,612 | 120,804 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $765,642 | 34,074 | Shares | Sole | 2023-11-02 |
| 2021-12-31 | $2,333,660 | 76,139 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $1,944,767 | 68,526 | Shares | Sole | 2021-11-02 |
| 2020-12-31 | $3,503,859 | 134,712 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $340,297 | 13,981 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $345,150 | 15,000 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $3,147,407 | 165,653 | Shares | Sole | 2020-05-01 |