Invesco Nasdaq 100 Etf shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Invesco Nasdaq 100 Etf (QQQM) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Invesco Nasdaq 100 Etf
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Quarterly reported holdings in Invesco Nasdaq 100 Etf by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1M | 37k | 248.32 |
| 2025-06-30 | $7.3M | 32k | 228.13 |
| 2025-03-31 | $4.8M | 27k | 174.28 |
| 2024-12-31 | $4.6M | 22k | 212.11 |
| 2024-09-30 | $3.9M | 20k | 198.42 |
| 2024-06-30 | $3.4M | 17k | 197.33 |
| 2024-03-31 | $2.9M | 16k | 181.49 |
| 2023-12-31 | $2.7M | 16k | 176.03 |
| 2023-09-30 | $2.1M | 13k | 158.81 |