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Invesco Nasdaq 100 Etf shares owned by Financial Synergies Wealth Advisors

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

Historical chart of Financial Synergies 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 Financial Synergies 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 Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $310k 1.3k 247.12
2025-06-30 $285k 1.3k 227.10
2025-03-31 $242k 1.3k 193.02

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Financial Synergies 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