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Invesco Qqq Trust Series 1 shares owned by Compass Planning Associates

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

Historical chart of Compass Planning Associates 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 Compass Planning Associates 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 Compass Planning Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $647k 879 736.40
2025-06-30 $485k 879 551.64
2025-03-31 $412k 879 468.92
2024-12-31 $449k 879 511.23

More positions owned by Compass Planning Associates

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Compass Planning Associates

Top funds holding Invesco Qqq Trust Series 1

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

View all funds holding Invesco Qqq Trust Series 1