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Invesco Qqq Trust Series 1 shares owned by Balance Wealth

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

Historical chart of Balance Wealth 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 Balance Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Qqq Trust Series 1 by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $71M 118k 600.37
2025-06-30 $494k 895 551.57
2025-03-31 $401k 855 469.09

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

Top funds holding Invesco Qqq Trust Series 1

Citadel Advisors
Susquehanna International
Jane Street
CTC
Barclays
Goldman Sachs Group
Alkeon Capital Management
Wells Fargo & Company
Wolverine Trading
Morgan Stanley
UBS Group
Rokos Capital Management
Belvedere Trading
Millennium Management
Royal Bank of Canada

View all funds holding Invesco Qqq Trust Series 1