Invesco Qqq Trust Series 1 shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Invesco Qqq Trust Series 1 (QQQ) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors 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 Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Invesco Qqq Trust Series 1 by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $208k | 426 | 488.07 |
| 2024-06-30 | $204k | 426 | 479.11 |
| 2023-03-31 | $227k | 706 | 320.93 |
| 2022-03-31 | $370k | 1.0k | 362.75 |
| 2021-12-31 | $202k | 508 | 397.64 |
| 2021-03-31 | $201k | 630 | 319.05 |
| 2020-12-31 | $216k | 687 | 314.41 |
| 2019-12-31 | $218k | 1.0k | 212.89 |