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Invesco Qqq Trust Series 1 shares owned by Cascade Wealth Advisors

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

Historical chart of Cascade Wealth 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 Cascade Wealth 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 Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $222k 435 511.23
2024-09-30 $422k 865 488.07
2024-06-30 $396k 865 458.27
2024-03-31 $848k 1.9k 438.27

More positions owned by Cascade Wealth Advisors

Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Blackstone Secd Lending Common Stock (BXSL)

View all positions for Cascade Wealth Advisors

Top funds holding Invesco Qqq Trust Series 1

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

View all funds holding Invesco Qqq Trust Series 1