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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

Tip: Access up to 7 years of quarterly data

All positions including Invesco Nasdaq 100 Etf held by Rooted 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 Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 16k 181.49
2023-12-31 $2.7M 16k 176.03
2023-09-30 $2.1M 13k 158.81

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Rooted Wealth Advisors

Top funds holding Invesco Nasdaq 100 Etf

First Command Advisory Services
Wealth Enhancement Advisory Services
Raymond James Financial Services Advisors
Meitav Dash Investments
Advisor Group Holdings
Mainstay Capital Management
Bank of New York Mellon
Mirae Asset Global Investments
Bank of America Corporation
Money Design
Banco Santander
Taiyo Life Insurance
Henderson Group
Private Advisor
Raymond James & Associates

View all funds holding Invesco Nasdaq 100 Etf