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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

Tip: Access up to 7 years of quarterly data

All positions including Invesco Qqq Trust Series 1 held by Summit Financial 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 Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
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