Invesco Qqq Trust Series 1 shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of Invesco Qqq Trust Series 1 (QQQ) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in Invesco Qqq Trust Series 1
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Quarterly reported holdings in Invesco Qqq Trust Series 1 by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 7.0k | 600.37 |
| 2025-06-30 | $3.3M | 6.0k | 551.64 |
| 2025-03-31 | $2.7M | 5.7k | 468.92 |
| 2024-12-31 | $2.6M | 5.0k | 520.83 |
| 2024-09-30 | $2.0M | 4.0k | 486.75 |
| 2024-06-30 | $1.7M | 3.6k | 479.11 |
| 2024-03-31 | $1.5M | 3.4k | 444.01 |
| 2023-09-30 | $1.0M | 2.9k | 358.27 |
| 2023-06-30 | $1.1M | 2.8k | 382.79 |
| 2023-03-31 | $683k | 2.1k | 319.17 |
| 2022-12-31 | $449k | 1.4k | 311.72 |
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