Beta Wealth Group, Inc. Invesco Qqq Trust, Series 1 Transaction History

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025

A detailed history of Beta Wealth Group, Inc. transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 969 shares of QQQ stock, worth $584,946. This represents 0.31% of its overall portfolio holdings.

Number of Shares
969
Previous 400 142.25%
Holding current value
$584,946
Previous $220,000 164.09%
% of portfolio
0.31%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$546.99 - $602.2 $311,237 - $342,651
569 Added 142.25%
969 $581,000
Q2 2025

Aug 08, 2025
BUY
$416.06 - $551.64 $166,424 - $220,656
400 New
400 $220,000
Q4 2024

Jan 31, 2025
BUY
$481.22 - $538.17 $192,488 - $215,267
400 New
400 $204,000

Others Institutions Holding QQQ

# of Institutions
4,269
Shares Held
248M
Call Options Held
191M
Put Options Held
338M
View Full List

About INVESCO QQQ TRUST, SERIES 1

QQQ Quotes by TradingView
  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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