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Invesco Qqq Trust Series 1 shares owned by Cassady Wealth & Retirement Planning

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

Historical chart of Cassady Wealth & Retirement Planning 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 Cassady Wealth & Retirement Planning 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 Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $283k 461 614.49

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Capital Group Core Balanced SHS (CGBL)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding Invesco Qqq Trust Series 1

Citadel Advisors
Jane Street
Susquehanna International
Barclays
Alkeon Capital Management
Rokos Capital Management
CI Private Wealth
Wolverine Trading
Wells Fargo & Company
Goldman Sachs Group
Millennium Management
Belvedere Trading
Royal Bank of Canada
UBS Group
LPL Financial

View all funds holding Invesco Qqq Trust Series 1