Sugarloaf Wealth Management »

Invesco Nasdaq 100 Etf shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Invesco Nasdaq 100 Etf (QQQM) shares owned by Sugarloaf Wealth Management from 13F filings

Historical chart of Sugarloaf Wealth Management investment in Invesco Nasdaq 100 Etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco Nasdaq 100 Etf held by Sugarloaf Wealth Management 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 Nasdaq 100 Etf by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $155k 847 182.69
2023-12-31 $83k 493 168.54

More positions owned by Sugarloaf Wealth Management

Aptus Defined Risk Etf Etf (DRSK)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Aptus Enhanced Yield Etf Etf (JUCY)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Opus Small Cap Value Etf Etf (OSCV)
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)
Aptus International Enhanced Yield Etf (IDUB)
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)
Apple Stock (AAPL)
Jpmorgan Hedged Equity Laddered Overlay Etf Jpmorgan Hedged Equity Laddered Etf (HELO)
Vanguard Total Bond Market Etf Etf (BND)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Microsoft Stock (MSFT)
Home Depot Stock (HD)

View all positions for Sugarloaf Wealth Management

Top funds holding Invesco Nasdaq 100 Etf

LPL Financial
First Command Advisory Services
Clal Insurance Enterprises Holdings
FMR
Wealth Enhancement Advisory Services
Raymond James Financial Services Advisors
Meitav Dash Investments
Bank of New York Mellon
Mirae Asset Global Investments
Bank of America Corporation
Money Design
Mainstay Capital Management
Advisor Group Holdings
Private Advisor
Banco Santander

View all funds holding Invesco Nasdaq 100 Etf