Invesco Qqq Trust Series 1 shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Invesco Qqq Trust Series 1 (QQQ) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Invesco Qqq Trust Series 1
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Quarterly reported holdings in Invesco Qqq Trust Series 1 by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.0M | 5.9k | 511.22 |
| 2024-09-30 | $1.9M | 3.8k | 488.05 |
| 2024-06-30 | $1.7M | 3.6k | 479.11 |
| 2024-03-31 | $1.5M | 3.3k | 444.06 |
| 2023-09-30 | $1.0M | 2.9k | 358.31 |
| 2023-06-30 | $1.2M | 3.1k | 369.43 |
| 2023-03-31 | $1.1M | 3.3k | 320.97 |
| 2022-12-31 | $877k | 3.3k | 266.31 |
| 2022-09-30 | $901k | 3.4k | 267.36 |
| 2022-06-30 | $905k | 3.2k | 280.27 |
| 2022-03-31 | $1.3M | 3.5k | 362.39 |
| 2021-12-31 | $1.3M | 3.3k | 397.85 |
| 2021-09-30 | $889k | 2.5k | 357.89 |
| 2021-06-30 | $925k | 2.6k | 354.81 |
| 2021-03-31 | $385k | 1.2k | 319.50 |
| 2020-12-31 | $343k | 1.1k | 313.82 |
| 2020-09-30 | $298k | 1.1k | 277.73 |
| 2020-06-30 | $357k | 1.4k | 247.23 |
| 2020-03-31 | $454k | 2.4k | 190.36 |
| 2019-12-31 | $227k | 3.1k | 72.18 |
| 2018-06-30 | $298k | 1.7k | 171.76 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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