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Invesco Qqq Trust Series 1 shares owned by Ballast Financial Advisors

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

Historical chart of Ballast Financial Advisors 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 Ballast Financial Advisors 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 Ballast Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $475k 823 577.00

More positions owned by Ballast Financial Advisors

Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Intl (FNDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Ballast Financial Advisors

Top funds holding Invesco Qqq Trust Series 1

Jane Street
Susquehanna International
Citadel Advisors
Barclays
Capstone Investment Advisors
Alkeon Capital Management
Rokos Capital Management
Morgan Stanley
Goldman Sachs Group
UBS Group
Bank of America Corporation
Citigroup
Wells Fargo & Company
Belvedere Trading
Royal Bank of Canada

View all funds holding Invesco Qqq Trust Series 1