Wealth Management Partners, LLC Invesco Qqq Trust, Series 1 Transaction History

Wealth Management Partners, LLC

  • $274 Million
  • Q3 2025

A detailed history of Wealth Management Partners, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Wealth Management Partners, LLC holds 39,802 shares of QQQ stock, worth $24 Million. This represents 8.71% of its overall portfolio holdings.

Number of Shares
39,802
Previous 39,740 0.16%
Holding current value
$24 Million
Previous $21.9 Million 9.0%
% of portfolio
8.71%
Previous 8.68%

Shares

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

Oct 21, 2025
BUY
$546.99 - $602.2 $33,913 - $37,336
62 Added 0.16%
39,802 $23.9 Million
Q2 2025

Jul 11, 2025
BUY
$416.06 - $551.64 $1.36 Million - $1.8 Million
3,257 Added 8.93%
39,740 $21.9 Million
Q1 2025

Apr 10, 2025
BUY
$468.34 - $539.52 $160,172 - $184,515
342 Added 0.95%
36,483 $17.1 Million
Q4 2024

Jan 16, 2025
BUY
$481.22 - $538.17 $215,586 - $241,100
448 Added 1.26%
36,141 $18.5 Million
Q3 2024

Oct 21, 2024
SELL
$434.77 - $502.96 $1.58 Million - $1.83 Million
-3,635 Reduced 9.24%
35,693 $17.4 Million
Q2 2024

Jul 12, 2024
BUY
$414.65 - $485.21 $165,860 - $194,084
400 Added 1.03%
39,328 $18.8 Million
Q1 2024

Apr 12, 2024
BUY
$396.28 - $446.38 $54,686 - $61,600
138 Added 0.36%
38,928 $17.3 Million
Q4 2023

Jan 10, 2024
SELL
$343.66 - $411.5 $32,647 - $39,092
-95 Reduced 0.24%
38,790 $15.9 Million
Q3 2023

Oct 24, 2023
BUY
$354.21 - $385.74 $719,754 - $783,823
2,032 Added 5.51%
38,885 $13.9 Million
Q2 2023

Jul 24, 2023
BUY
$309.99 - $370.26 $506,213 - $604,634
1,633 Added 4.64%
36,853 $13.6 Million
Q1 2023

Apr 14, 2023
BUY
$261.58 - $320.93 $580,707 - $712,464
2,220 Added 6.73%
35,220 $11.3 Million
Q4 2022

Jan 20, 2023
BUY
$260.1 - $293.72 $780,300 - $881,160
3,000 Added 10.0%
33,000 $0
Q3 2022

Oct 21, 2022
BUY
$267.26 - $333.06 $1.34 Million - $1.67 Million
5,000 Added 20.0%
30,000 $8.18 Million
Q1 2022

Apr 13, 2022
BUY
$318.17 - $401.68 $1.27 Million - $1.61 Million
4,000 Added 19.05%
25,000 $9.06 Million
Q4 2021

Jan 19, 2022
BUY
$352.62 - $403.99 $48,308 - $55,346
137 Added 0.66%
21,000 $8.27 Million
Q3 2021

Oct 29, 2021
SELL
$354.57 - $382.11 $204,586 - $220,477
-577 Reduced 2.69%
20,863 $7.47 Million
Q2 2021

Jul 14, 2021
SELL
$316.89 - $354.99 $184,429 - $206,604
-582 Reduced 2.64%
21,440 $7.6 Million
Q1 2021

Apr 15, 2021
SELL
$299.94 - $336.45 $717,456 - $804,788
-2,392 Reduced 9.8%
22,022 $7.3 Million
Q4 2020

Feb 04, 2021
BUY
$269.38 - $313.74 $6.58 Million - $7.66 Million
24,414 New
24,414 $8.02 Million

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
Track This Portfolio

Track Wealth Management Partners, LLC Portfolio

Follow Wealth Management Partners, 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 Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email