Sax Wealth Advisors, LLC Invesco Qqq Trust, Series 1 Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 16,033 shares of QQQ stock, worth $9.68 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
16,033
Previous 15,148 5.84%
Holding current value
$9.68 Million
Previous $9.09 Million 6.42%
% of portfolio
0.47%
Previous 0.5%

Shares

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

Jan 12, 2026
BUY
$589.5 - $635.77 $521,707 - $562,656
885 Added 5.84%
16,033 $9.68 Million
Q3 2025

Oct 20, 2025
BUY
$546.99 - $602.2 $8.29 Million - $9.12 Million
15,148 New
15,148 $9.09 Million
Q4 2024

Jan 15, 2025
BUY
$481.22 - $538.17 $5.95 Million - $6.65 Million
12,355 New
12,355 $6.32 Million
Q2 2024

Jul 12, 2024
BUY
$414.65 - $485.21 $4.44 Million - $5.2 Million
10,707 New
10,707 $5.13 Million
Q4 2023

Feb 14, 2024
SELL
$343.66 - $411.5 $162,551 - $194,639
-473 Reduced 4.95%
9,077 $3.72 Million
Q3 2023

Nov 07, 2023
BUY
$354.21 - $385.74 $33,649 - $36,645
95 Added 1.0%
9,550 $3.42 Million
Q2 2023

Aug 10, 2023
SELL
$309.99 - $370.26 $12,089 - $14,440
-39 Reduced 0.41%
9,455 $3.49 Million
Q1 2023

May 05, 2023
SELL
$261.58 - $320.93 $333,252 - $408,864
-1,274 Reduced 11.83%
9,494 $3.05 Million
Q4 2022

Feb 06, 2023
BUY
$260.1 - $293.72 $278,567 - $314,574
1,071 Added 11.04%
10,768 $2.87 Million
Q3 2022

Nov 08, 2022
BUY
$267.26 - $333.06 $118,396 - $147,545
443 Added 4.79%
9,697 $2.59 Million
Q2 2022

Aug 11, 2022
SELL
$271.39 - $369.3 $40,437 - $55,025
-149 Reduced 1.58%
9,254 $2.59 Million
Q1 2022

Apr 20, 2022
SELL
$318.17 - $401.68 $690,747 - $872,047
-2,171 Reduced 18.76%
9,403 $3.41 Million
Q4 2021

Feb 07, 2022
BUY
$352.62 - $403.99 $16,220 - $18,583
46 Added 0.4%
11,574 $4.61 Million
Q3 2021

Dec 10, 2021
BUY
$354.57 - $382.11 $2,836 - $3,056
8 Added 0.07%
11,528 $4.13 Million
Q2 2021

Aug 12, 2021
SELL
$316.89 - $354.99 $2.23 Million - $2.5 Million
-7,041 Reduced 37.93%
11,520 $4.08 Million
Q1 2021

May 14, 2021
BUY
$299.94 - $336.45 $2.25 Million - $2.52 Million
7,490 Added 67.65%
18,561 $5.92 Million
Q4 2020

Feb 16, 2021
BUY
$269.38 - $313.74 $2.98 Million - $3.47 Million
11,071 New
11,071 $3.47 Million

Others Institutions Holding QQQ

# of Institutions
4,282
Shares Held
248M
Call Options Held
191M
Put Options Held
339M
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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