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Invesco Nasdaq 100 Etf shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth 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 EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Nasdaq 100 Etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $33M 143k 227.10
2025-03-31 $28M 144k 193.02
2024-12-31 $31M 146k 210.45
2024-09-30 $29M 142k 200.85

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Invesco Nasdaq 100 Etf

Invesco
LPL Financial
Envestnet Asset Management
First Command Advisory Services
Clal Insurance Enterprises Holdings
Northwestern Mutual Wealth Management Company
Morgan Stanley
Raymond James Financial
National Mutual Insurance Federation of Agricultural Cooperatives
Pnc Financial Services
Ameriprise Financial
Jones Financial Companies, L.L
Vantagepoint Investment Advisers
FMR
Meitav Dash Investments

View all funds holding Invesco Nasdaq 100 Etf