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Invesco Qqq Trust Series 1 shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Invesco Qqq Trust Series 1 (QQQ) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning 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 Lakeshore Financial Planning 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 Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 7.2k 488.09
2024-06-30 $3.1M 6.4k 479.13
2024-03-31 $2.7M 6.0k 444.03
2023-09-30 $1.9M 5.4k 358.29

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Select Sector Spdr Tr Financial (XLF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

Top funds holding Invesco Qqq Trust Series 1

Citadel Advisors
Bank of America Corporation
Susquehanna International
Barclays
International Assets Investment Management
Wells Fargo & Company
Citigroup
Wolverine Trading
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