Evoke Wealth »

Q2 Holdings shares owned by Evoke Wealth

Quarter-by-quarter ownership of Q2 Holdings (QTWO) shares owned by Evoke Wealth from 13F filings

Historical chart of Evoke Wealth investment in Q2 Holdings

Tip: Access up to 7 years of quarterly data

All positions including Q2 Holdings held by Evoke Wealth 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 Q2 Holdings by Evoke Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 48k 43.41
2019-09-30 $8.9k 113 78.87

More positions owned by Evoke Wealth

Vanguard Specialized Funds Div App Etf (VIG)
Tidal Etf Tr Rpar Risk Pari (RPAR)
Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Acwi Etf (ACWI)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Evoke Wealth

Top funds holding Q2 Holdings

Vanguard Group
Daniel D. Thurber
Conestoga Capital Advisors
Jennison Associates
North Reef Capital Management
Massachusetts Financial Services
Fred Alger Management
Tensile Capital Management
Dimensional Fund Advisors
Federated Investors
Assenagon Asset Management
New York State Common Retirement Fund
Charles Schwab Investment Management
Victory Capital Management
Norges Bank Investment Management

View all funds holding Q2 Holdings