Kaufman Rossin Wealth, LLC Invesco Qqq Trust, Series 1 Transaction History

Kaufman Rossin Wealth, LLC

  • $192 Billion
  • Q4 2025

A detailed history of Kaufman Rossin Wealth, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 727 shares of QQQ stock, worth $438,860. This represents 0.23% of its overall portfolio holdings.

Number of Shares
727
Previous 656 10.82%
Holding current value
$438,860
Previous $394 Million 13.48%
% of portfolio
0.23%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$589.5 - $635.77 $41,854 - $45,139
71 Added 10.82%
727 $447 Million
Q3 2025

Oct 14, 2025
BUY
$546.99 - $602.2 $147,687 - $162,594
270 Added 69.95%
656 $394 Million
Q2 2025

Jul 11, 2025
BUY
$416.06 - $551.64 $160,599 - $212,933
386 New
386 $213 Million

Others Institutions Holding QQQ

# of Institutions
4,332
Shares Held
249M
Call Options Held
191M
Put Options Held
333M
View Full List

About INVESCO QQQ TRUST, SERIES 1

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

Track Kaufman Rossin Wealth, LLC Portfolio

Follow Kaufman Rossin Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kaufman Rossin Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kaufman Rossin Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email