Invesco Qqq Trust Series 1 shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Invesco Qqq Trust Series 1 (QQQ) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Invesco Qqq Trust Series 1
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Quarterly reported holdings in Invesco Qqq Trust Series 1 by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $847k | 1.4k | 600.31 |
| 2025-06-30 | $376k | 681 | 551.93 |
| 2025-03-31 | $298k | 635 | 468.56 |
| 2024-12-31 | $336k | 658 | 510.85 |
| 2024-09-30 | $303k | 621 | 487.94 |
| 2024-06-30 | $373k | 779 | 479.03 |
| 2024-03-31 | $212k | 477 | 444.01 |
| 2023-09-30 | $272k | 760 | 358.32 |
| 2023-06-30 | $280k | 759 | 369.47 |
| 2023-03-31 | $293k | 914 | 320.83 |
| 2022-03-31 | $227k | 626 | 362.62 |
| 2021-12-31 | $267k | 670 | 398.51 |
| 2021-09-30 | $100k | 279 | 358.42 |
| 2021-06-30 | $99k | 279 | 354.84 |
| 2021-03-31 | $83k | 261 | 318.01 |
| 2020-12-31 | $60k | 190 | 315.79 |
| 2020-09-30 | $39k | 141 | 276.60 |
| 2020-06-30 | $27k | 108 | 250.00 |
| 2020-03-31 | $4.0k | 21 | 190.48 |
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