A detailed history of Delap Wealth Advisory, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 1,695 shares of QQQ stock, worth $1.02 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
1,695
Previous 1,452 16.74%
Holding current value
$1.02 Million
Previous $801 Million 27.67%
% of portfolio
0.43%
Previous 0.38%

Shares

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

Nov 06, 2025

BUY
$546.99 - $602.2 $132,918 - $146,334
243 Added 16.74%
1,695 $1.02 Billion
Q2 2025

Jul 28, 2025

BUY
$416.06 - $551.64 $832 - $1,103
2 Added 0.14%
1,452 $801 Million
Q1 2025

May 08, 2025

SELL
$468.34 - $539.52 $2,341 - $2,697
-5 Reduced 0.34%
1,450 $680 Million
Q4 2024

Feb 04, 2025

BUY
$481.22 - $538.17 $700,175 - $783,037
1,455 New
1,455 $744 Million

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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