Avantax Advisory Services, Inc. Invesco Qqq Trust, Series 1 Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 489,209 shares of QQQ stock, worth $295 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
489,209
Previous 469,678 4.16%
Holding current value
$295 Million
Previous $220 Million 22.53%
% of portfolio
1.53%
Previous 1.37%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$416.06 - $551.64 $8.13 Million - $10.8 Million
19,531 Added 4.16%
489,209 $270 Million
Q1 2025

May 06, 2025
BUY
$468.34 - $539.52 $31.8 Million - $36.7 Million
67,974 Added 16.92%
469,678 $220 Million
Q4 2024

Feb 07, 2025
BUY
$481.22 - $538.17 $10.2 Million - $11.4 Million
21,242 Added 5.58%
401,704 $205 Million
Q3 2024

Nov 13, 2024
BUY
$434.77 - $502.96 $5.8 Million - $6.7 Million
13,330 Added 3.63%
380,462 $186 Million
Q2 2024

Aug 09, 2024
BUY
$414.65 - $485.21 $5.37 Million - $6.28 Million
12,939 Added 3.65%
367,132 $176 Million
Q1 2024

May 08, 2024
BUY
$396.28 - $446.38 $5.17 Million - $5.82 Million
13,035 Added 3.82%
354,193 $157 Million
Q4 2023

Feb 07, 2024
BUY
$343.66 - $411.5 $12.3 Million - $14.7 Million
35,842 Added 11.74%
341,158 $140 Million
Q3 2023

Nov 07, 2023
BUY
$354.21 - $385.74 $3.32 Million - $3.62 Million
9,387 Added 3.17%
305,316 $109 Million
Q2 2023

Aug 11, 2023
BUY
$309.99 - $370.26 $3.85 Million - $4.6 Million
12,422 Added 4.38%
295,929 $109 Million
Q1 2023

Apr 28, 2023
BUY
$261.58 - $320.93 $10.7 Million - $13.2 Million
41,018 Added 16.92%
283,507 $91 Million
Q4 2022

Feb 13, 2023
BUY
$260.1 - $293.72 $871,855 - $984,549
3,352 Added 1.4%
242,489 $64.6 Million
Q3 2022

Nov 01, 2022
BUY
$267.26 - $333.06 $827,169 - $1.03 Million
3,095 Added 1.31%
239,137 $63.9 Million
Q2 2022

Aug 02, 2022
SELL
$271.39 - $369.3 $630,438 - $857,883
-2,323 Reduced 0.97%
236,042 $66.2 Million
Q1 2022

Apr 27, 2022
BUY
$318.17 - $401.68 $5.62 Million - $7.1 Million
17,673 Added 8.01%
238,365 $86.4 Million
Q4 2021

Jan 24, 2022
BUY
$352.62 - $403.99 $4.45 Million - $5.1 Million
12,617 Added 6.06%
220,692 $87.8 Million
Q3 2021

Oct 21, 2021
BUY
$354.57 - $382.11 $4.57 Million - $4.93 Million
12,902 Added 6.61%
208,075 $74.5 Million
Q2 2021

Jul 29, 2021
BUY
$316.89 - $354.99 $697,791 - $781,687
2,202 Added 1.14%
195,173 $69.2 Million
Q1 2021

May 13, 2021
BUY
$299.94 - $336.45 $4.43 Million - $4.97 Million
14,776 Added 8.29%
192,971 $61.6 Million
Q4 2020

Jan 22, 2021
SELL
$269.38 - $313.74 $53.1 Million - $61.9 Million
-197,195 Reduced 52.53%
178,195 $55.9 Million
Q3 2020

Oct 14, 2020
BUY
$250.49 - $302.76 $56 Million - $67.6 Million
223,439 Added 147.05%
375,390 $104 Million
Q2 2020

Aug 06, 2020
BUY
$182.31 - $248.84 $3.01 Million - $4.1 Million
16,496 Added 12.18%
151,951 $37.6 Million
Q1 2020

Apr 30, 2020
BUY
$169.3 - $236.98 $4.6 Million - $6.45 Million
27,200 Added 25.13%
135,455 $25.8 Million
Q4 2019

Feb 14, 2020
BUY
$184.05 - $213.79 $14.4 Million - $16.7 Million
78,055 Added 258.46%
108,255 $23 Million
Q3 2019

Nov 08, 2019
BUY
$180.73 - $195.29 $470,982 - $508,925
2,606 Added 9.44%
30,200 $5.7 Million
Q2 2019

Aug 06, 2019
BUY
$170.12 - $191.11 $1.52 Million - $1.7 Million
8,916 Added 47.74%
27,594 $5.15 Million
Q1 2019

May 13, 2019
BUY
$149.82 - $182.57 $495,754 - $604,124
3,309 Added 21.53%
18,678 $3.36 Million
Q4 2018

Feb 13, 2019
BUY
$143.5 - $186.17 $2.21 Million - $2.86 Million
15,369 New
15,369 $2.37 Million

Others Institutions Holding QQQ

# of Institutions
4,265
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 Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email