Invesco Qqq Trust Series 1 shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Invesco Qqq Trust Series 1 (QQQ) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Invesco Qqq Trust Series 1
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Quarterly reported holdings in Invesco Qqq Trust Series 1 by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $539k | 898 | 600.07 |
| 2025-06-30 | $631k | 1.1k | 551.43 |
| 2025-03-31 | $536k | 1.1k | 468.74 |
| 2024-12-31 | $585k | 1.1k | 511.03 |
| 2024-09-30 | $558k | 1.1k | 487.88 |
| 2024-06-30 | $524k | 1.1k | 478.92 |
| 2024-03-31 | $486k | 1.1k | 443.83 |
| 2023-12-31 | $248k | 605 | 409.52 |
| 2023-09-30 | $215k | 599 | 358.27 |
| 2023-06-30 | $221k | 599 | 369.42 |
| 2023-03-31 | $313k | 974 | 320.93 |
| 2022-12-31 | $239k | 899 | 266.28 |
| 2021-03-31 | $203k | 636 | 319.18 |
| 2019-06-30 | $288k | 1.5k | 187.01 |
| 2019-03-31 | $277k | 1.5k | 179.99 |
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