Crestwood Advisors »

Invesco Nasdaq 100 Etf shares owned by Crestwood Advisors

Quarter-by-quarter ownership of Invesco Nasdaq 100 Etf (QQQM) shares owned by Crestwood Advisors from 13F filings

Historical chart of Crestwood Advisors investment in Invesco Nasdaq 100 Etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco Nasdaq 100 Etf held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Nasdaq 100 Etf by Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $551k 2.6k 210.45
2024-09-30 $558k 2.8k 200.85

More positions owned by Crestwood Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Fiserv Stock (FI)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Visa Inc Com Cl A Stock (V)
Meta Platforms Inc Cl A Stock (META)
Salesforce Stock (CRM)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Booking Holdings Stock (BKNG)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Blackstone Stock (BX)
Honeywell Intl Stock (HON)
Home Depot Stock (HD)

View all positions for Crestwood Advisors

Top funds holding Invesco Nasdaq 100 Etf

Invesco
Envestnet Asset Management
LPL Financial
First Command Advisory Services
Clal Insurance Enterprises Holdings
National Mutual Insurance Federation of Agricultural Cooperatives
Morgan Stanley
Pnc Financial Services
Northwestern Mutual Wealth Management Company
FMR
Meitav Dash Investments
Raymond James Financial
Wealth Enhancement Advisory Services
Ameriprise Financial
Raymond James Financial Services Advisors

View all funds holding Invesco Nasdaq 100 Etf