Invesco Qqq Trust Series 1 shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Invesco Qqq Trust Series 1 (QQQ) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Invesco Qqq Trust Series 1
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Quarterly reported holdings in Invesco Qqq Trust Series 1 by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $525k | 871 | 603.25 |
| 2025-03-31 | $269k | 574 | 468.92 |
| 2024-12-31 | $214k | 413 | 518.11 |
| 2024-06-30 | $242k | 504 | 479.11 |
| 2024-03-31 | $286k | 645 | 444.01 |
| 2023-12-31 | $398k | 971 | 409.52 |
| 2023-09-30 | $362k | 971 | 372.70 |
| 2023-06-30 | $401k | 1.1k | 369.42 |
| 2023-03-31 | $366k | 1.1k | 320.93 |
| 2022-12-31 | $301k | 1.1k | 266.28 |
| 2022-09-30 | $332k | 1.2k | 273.25 |
| 2022-06-30 | $364k | 1.2k | 300.33 |
| 2022-03-31 | $494k | 1.4k | 362.44 |
| 2021-12-31 | $668k | 1.7k | 396.67 |
| 2021-09-30 | $622k | 1.7k | 357.88 |
| 2021-06-30 | $737k | 2.1k | 354.33 |
| 2021-03-31 | $795k | 2.5k | 313.61 |
| 2020-12-31 | $765k | 2.8k | 277.68 |
| 2020-09-30 | $684k | 2.5k | 269.82 |
| 2020-06-30 | $799k | 3.1k | 259.84 |
| 2020-03-31 | $724k | 3.7k | 196.58 |
| 2019-12-31 | $540k | 2.5k | 218.27 |
| 2019-09-30 | $502k | 2.6k | 190.95 |
| 2019-06-30 | $431k | 2.3k | 186.82 |
| 2019-03-31 | $424k | 2.3k | 183.79 |
| 2018-12-31 | $361k | 2.3k | 154.14 |
| 2018-09-30 | $316k | 1.8k | 172.21 |
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