Heritage Oak Wealth Advisors »

Invesco Nasdaq 100 Etf shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak 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 Heritage Oak Wealth 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 Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $347k 1.4k 247.12
2025-06-30 $268k 1.2k 227.10
2024-12-31 $616k 2.9k 210.45
2024-09-30 $1.6M 8.1k 200.85

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Core Scientific (CORZ)
Managed Portfolio Series Kensington Hedge (KHPI)
Core Scientific *w Exp 01/23/202 (CORZW)
Bny Mellon Etf Trust High Yield Etf (BKHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Thornburg Etf Tr Multi Sector Bd (TMB)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Broad Usd High (USHY)

View all positions for Heritage Oak 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