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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

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Quarterly reported holdings in Invesco Qqq Trust Series 1 by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Heartwood Wealth Advisors

Top funds holding Invesco Qqq Trust Series 1

Bank of America Corporation
Citadel Advisors
Barclays
Citigroup
Wolverine Trading
Wells Fargo & Company
Millennium Management
Goldman Sachs Group
UBS Group
Capstone Investment Advisors
Gts Securities
Elliott Investment Management
Parallax Volatility Advisers
Rokos Capital Management
Bank Of Montreal

View all funds holding Invesco Qqq Trust Series 1