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Invesco Nasdaq 100 Etf shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Invesco Nasdaq 100 Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco Nasdaq 100 Etf by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $875k 4.2k 210.44
2024-09-30 $1.0M 5.0k 200.83
2024-06-30 $1.3M 7.1k 182.69
2024-03-31 $1.3M 7.1k 182.69

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Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 500 Etf (STRV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding Invesco Nasdaq 100 Etf

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

View all funds holding Invesco Nasdaq 100 Etf