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Invesco Nasdaq 100 Etf shares owned by Sugarloaf Wealth Management

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

Historical chart of Sugarloaf Wealth Management investment in Invesco Nasdaq 100 Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco Nasdaq 100 Etf by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $431k 2.0k 210.42
2024-09-30 $397k 2.0k 200.90
2024-06-30 $346k 1.8k 197.14
2024-03-31 $155k 847 182.69
2023-12-31 $83k 493 168.54

More positions owned by Sugarloaf Wealth Management

Aptus Defined Risk Etf Etf (DRSK)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Aptus Enhanced Yield Etf Etf (JUCY)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Opus Small Cap Value Etf Etf (OSCV)
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)
Aptus International Enhanced Yield Etf (IDUB)
Apple Stock (AAPL)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Vanguard Total Bond Market Etf Etf (BND)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Home Depot Stock (HD)
Microsoft Stock (MSFT)

View all positions for Sugarloaf Wealth Management

Top funds holding Invesco Nasdaq 100 Etf

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

View all funds holding Invesco Nasdaq 100 Etf