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Invesco Qqq Trust Series 1 shares owned by Delap Wealth Advisory

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

Historical chart of Delap Wealth Advisory 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 Delap Wealth Advisory 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 Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 1.7k 603.26
2025-06-30 $801k 1.5k 551.57
2025-03-31 $680k 1.5k 468.94
2024-12-31 $744k 1.5k 511.25

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Ishares Tr Core S&p Ttl Stk (ITOT)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)

View all positions for Delap Wealth Advisory

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