Cypress Wealth Services, LLC
CIK
0001721527
City
PALM DESERT
State / Country
CA
Holdings in QQQX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $217,293 | 7,619 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $204,329 | 7,441 | Shares | Sole | 2025-10-15 |
| 2023-12-31 | $242,010 | 10,454 | Shares | Sole | 2024-01-11 |
| 2023-06-30 | $198,667 | 7,969 | Shares | Sole | 2023-07-21 |
| 2022-03-31 | $230,615 | 8,106 | Shares | Sole | 2022-04-22 |
| 2021-12-31 | $246,671 | 8,048 | Shares | Sole | 2022-01-19 |
| 2021-09-30 | $226,671 | 7,987 | Shares | Sole | 2021-10-13 |
| 2021-06-30 | $232,954 | 7,929 | Shares | Sole | 2021-07-14 |
| 2021-03-31 | $213,852 | 7,868 | Shares | Sole | 2021-04-28 |
| 2020-12-31 | $267,252 | 10,275 | Shares | Sole | 2021-01-22 |