Evermay Wealth Management »

Invesco Qqq Trust Series 1 shares owned by Evermay Wealth Management

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

Historical chart of Evermay Wealth Management 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 Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Qqq Trust Series 1 by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $308k 513 600.42
2025-06-30 $290k 526 551.68
2025-03-31 $178k 379 469.00
2024-12-31 $193k 377 511.29
2024-09-30 $195k 399 488.15
2024-06-30 $198k 413 479.20
2024-03-31 $183k 412 444.07
2023-12-31 $166k 405 409.55
2023-09-30 $145k 405 358.33
2023-06-30 $105k 284 369.50
2023-03-31 $91k 284 321.00
2022-12-31 $65k 244 266.28
2022-09-30 $65k 244 266.39
2022-06-30 $59k 210 280.95
2022-03-31 $135k 373 361.93
2021-12-31 $239k 601 397.67
2021-09-30 $234k 653 358.35
2021-06-30 $231k 653 353.75
2021-03-31 $208k 653 318.53
2020-12-31 $205k 653 313.94