Invesco Qqq Trust Series 1 shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Invesco Qqq Trust Series 1 (QQQ) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Invesco Qqq Trust Series 1
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Quarterly reported holdings in Invesco Qqq Trust Series 1 by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 10k | 600.37 |
| 2025-06-30 | $5.6M | 10k | 551.64 |
| 2025-03-31 | $5.2M | 11k | 468.92 |
| 2024-12-31 | $5.4M | 11k | 511.23 |
| 2024-09-30 | $4.9M | 10k | 488.07 |
| 2024-06-30 | $4.9M | 10k | 479.11 |
| 2024-03-31 | $4.5M | 10k | 444.01 |
| 2023-09-30 | $3.6M | 10k | 358.27 |
| 2023-06-30 | $3.6M | 9.7k | 369.42 |
| 2023-03-31 | $3.3M | 10k | 320.93 |
| 2022-12-31 | $2.6M | 9.7k | 266.28 |
| 2022-09-30 | $1.1M | 4.0k | 267.00 |
| 2022-06-30 | $1.1M | 4.0k | 280.00 |
| 2022-03-31 | $1.5M | 4.0k | 363.00 |
| 2021-12-31 | $1.7M | 4.3k | 397.96 |
| 2021-09-30 | $1.6M | 4.4k | 358.00 |
| 2021-06-30 | $1.5M | 4.3k | 354.00 |
| 2021-03-31 | $1.4M | 4.3k | 319.00 |
| 2020-12-31 | $1.2M | 3.9k | 314.00 |
| 2020-09-30 | $1.4M | 5.1k | 278.00 |
| 2020-06-30 | $1.2M | 5.0k | 248.00 |
| 2020-03-31 | $1.5M | 8.0k | 190.00 |
| 2019-12-31 | $2.1M | 9.7k | 213.00 |
| 2019-09-30 | $1.8M | 9.7k | 189.00 |
| 2019-06-30 | $1.5M | 8.2k | 186.68 |
| 2019-03-31 | $556k | 3.1k | 180.00 |
| 2018-12-31 | $475k | 3.1k | 154.00 |
| 2018-09-30 | $388k | 2.1k | 185.91 |
| 2018-06-30 | $377k | 2.2k | 171.83 |
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