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Invesco Nasdaq 100 Etf shares owned by Octavia Wealth Advisors

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

Historical chart of Octavia 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 Octavia 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $312k 1.2k 252.97
2025-09-30 $305k 1.2k 247.08

More positions owned by Octavia Wealth Advisors

Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Cr 5 10 Yr Etf (IMTB)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Starboard Invt Tr Adaptive Alpha (AGOX)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Octavia 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
Migdal Insurance & Financial Holdings
National Mutual Insurance Federation of Agricultural Cooperatives
Raymond James Financial
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