Invesco Qqq Trust Series 1 shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Invesco Qqq Trust Series 1 (QQQ) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Invesco Qqq Trust Series 1
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Quarterly reported holdings in Invesco Qqq Trust Series 1 by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 6.9k | 600.32 |
| 2025-06-30 | $3.8M | 6.9k | 551.60 |
| 2025-03-31 | $3.3M | 7.0k | 468.92 |
| 2024-12-31 | $3.4M | 6.6k | 511.24 |
| 2024-09-30 | $5.4M | 11k | 488.08 |
| 2024-06-30 | $469k | 978 | 479.24 |
| 2024-03-31 | $357k | 804 | 444.09 |
| 2023-12-31 | $380k | 927 | 409.52 |
| 2023-09-30 | $4.7M | 13k | 358.26 |
| 2023-06-30 | $94k | 255 | 369.42 |
| 2023-03-31 | $96k | 299 | 320.93 |
| 2022-12-31 | $3.0M | 10k | 304.51 |
| 2022-09-30 | $3.1M | 11k | 280.53 |
| 2022-03-31 | $4.0M | 13k | 313.25 |
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