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Investment Managers Ser Tr I shares owned by SHP Wealth Management

Quarter-by-quarter ownership of Investment Managers Ser Tr I (MQQQ) shares owned by SHP Wealth Management from 13F filings

Historical chart of SHP Wealth Management investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by SHP Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.9k 50 157.20
2025-12-31 $9.1k 50 181.46

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Us Gwt (IUSG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Fidelity Covington Trust Enhanced Large (FELC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)
Apple (AAPL)

View all positions for SHP Wealth Management

Top funds holding Investment Managers Ser Tr I

Global View Capital Management
UMA Financial Services
SHP Wealth Management

View all funds holding Investment Managers Ser Tr I