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Invesco Qqq Trust Series 1 shares owned by North Berkeley Wealth Management

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

Historical chart of North Berkeley 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 North Berkeley 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 North Berkeley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $403k 672 600.37
2025-06-30 $368k 667 551.64
2025-03-31 $324k 690 468.92
2024-12-31 $353k 690 511.23

More positions owned by North Berkeley Wealth Management

Simpson Manufacturing (SSD)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)

View all positions for North Berkeley Wealth Management

Top funds holding Invesco Qqq Trust Series 1

Citadel Advisors
Susquehanna International
Jane Street
CTC
Barclays
Goldman Sachs Group
Alkeon Capital Management
Wells Fargo & Company
Wolverine Trading
Morgan Stanley
UBS Group
Rokos Capital Management
Belvedere Trading
Millennium Management
Royal Bank of Canada

View all funds holding Invesco Qqq Trust Series 1