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Invesco Qqq Trust Series 1 shares owned by Independent Wealth Advisors

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

Historical chart of Independent 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 Independent 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 Independent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $638k 1.1k 577.31
2025-12-31 $666k 1.1k 614.05

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Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
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Strategy Day Hagan Smart (SSUS)
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Simplify Exchange Traded Fun High Yield Etf (CDX)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Independent Wealth Advisors

Top funds holding Invesco Qqq Trust Series 1

Jane Street
Susquehanna International
Citadel Advisors
Barclays
Capstone Investment Advisors
Alkeon Capital Management
Rokos Capital Management
Morgan Stanley
Goldman Sachs Group
UBS Group
Bank of America Corporation
Citigroup
Wells Fargo & Company
Belvedere Trading
Royal Bank of Canada

View all funds holding Invesco Qqq Trust Series 1