Plan Group Financial, LLC Invesco Qqq Trust, Series 1 Transaction History

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Plan Group Financial, LLC holds 10,654 shares of QQQ stock, worth $6.43 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
10,654
Previous 8,770 21.48%
Holding current value
$6.43 Million
Previous $4.84 Million 32.23%
% of portfolio
1.8%
Previous 1.64%

Shares

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

Oct 27, 2025
BUY
$546.99 - $602.2 $1.03 Million - $1.13 Million
1,884 Added 21.48%
10,654 $6.4 Million
Q2 2025

Aug 13, 2025
BUY
$416.06 - $551.64 $3.41 Million - $4.52 Million
8,194 Added 1422.57%
8,770 $4.84 Million
Q1 2025

May 09, 2025
BUY
$468.34 - $539.52 $269,763 - $310,763
576 New
576 $270,000
Q3 2024

Oct 22, 2024
BUY
$434.77 - $502.96 $196,081 - $226,834
451 New
451 $220,000

Others Institutions Holding QQQ

# of Institutions
4,263
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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