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Invesco Qqq Trust Series 1 shares owned by Heritage Wealth Management

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

Historical chart of Heritage 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 Heritage Wealth Management 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 4.1k 488.07
2024-06-30 $1.9M 4.1k 479.11
2024-03-31 $2.0M 4.4k 444.01
2023-12-31 $955k 2.3k 409.52

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple Put Option (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Calif Mun Bd Etf (CMF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Heritage Wealth Management

Top funds holding Invesco Qqq Trust Series 1

Citadel Advisors
Bank of America Corporation
Susquehanna International
Barclays
International Assets Investment Management
Wells Fargo & Company
Wolverine Trading
Citigroup
Morgan Stanley
Rokos Capital Management
Belvedere Trading
Royal Bank of Canada
Goldman Sachs Group
Parallax Volatility Advisers
Millennium Management

View all funds holding Invesco Qqq Trust Series 1