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Invesco Qqq Trust Series 1 shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment 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 Smallwood Wealth Investment 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 Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $111k 184 600.82
2025-06-30 $102k 184 552.05
2025-03-31 $86k 183 469.27

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment 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