EP Wealth Advisors »

Invesco Qqq Trust Series 1 shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Invesco Qqq Trust Series 1 (QQQ) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Invesco Qqq Trust Series 1

Tip: Access up to 7 years of quarterly data

All positions including Invesco Qqq Trust Series 1 held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Qqq Trust Series 1 by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $37M 91k 409.52
2023-09-30 $31M 86k 358.27
2023-06-30 $32M 1.1k 29101.03
2023-03-31 $0 10k 0.00
2022-12-31 $22M 84k 266.28
2022-09-30 $9.9M 37k 267.27
2022-06-30 $11M 39k 280.27
2022-03-31 $9.9M 27k 362.53
2021-06-30 $10M 28k 354.42
2019-12-31 $4.7M 22k 212.61
2019-03-31 $3.0M 17k 179.67