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Invesco Qqq Trust Series 1 shares owned by Palo Alto Wealth Advisors

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

Historical chart of Palo Alto 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 Palo Alto 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 Palo Alto Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $460k 741 621.34
2025-06-30 $317k 574 552.49
2025-03-31 $296k 574 515.83
2024-12-31 $539k 1.1k 511.42
2024-09-30 $522k 1.1k 495.95
2024-06-30 $734k 1.5k 479.56
2024-03-31 $467k 1.1k 444.51