Beacon Financial Planning, Inc Invesco Qqq Trust, Series 1 Transaction History

Beacon Financial Planning, Inc

  • $179 Billion
  • Q2 2025

A detailed history of Beacon Financial Planning, Inc transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 39,200 shares of QQQ stock, worth $24 Million. This represents 12.07% of its overall portfolio holdings.

Number of Shares
39,200
Previous 41,513 5.57%
Holding current value
$24 Million
Previous $19.5 Billion 11.09%
% of portfolio
12.07%
Previous 11.19%

Shares

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

Jul 15, 2025
SELL
$416.06 - $551.64 $962,346 - $1.28 Million
-2,313 Reduced 5.57%
39,200 $21.6 Billion
Q1 2025

Apr 24, 2025
SELL
$468.34 - $539.52 $19,201 - $22,120
-41 Reduced 0.1%
41,513 $19.5 Billion
Q4 2024

Jan 27, 2025
SELL
$481.22 - $538.17 $267,558 - $299,222
-556 Reduced 1.32%
41,554 $21.2 Billion
Q3 2024

Oct 24, 2024
SELL
$434.77 - $502.96 $324,773 - $375,711
-747 Reduced 1.74%
42,110 $20.6 Billion
Q2 2024

Jul 18, 2024
SELL
$414.65 - $485.21 $360,330 - $421,647
-869 Reduced 1.99%
42,857 $20.5 Billion
Q1 2024

Apr 22, 2024
BUY
$396.28 - $446.38 $397,072 - $447,272
1,002 Added 2.35%
43,726 $19.4 Billion
Q3 2023

Oct 24, 2023
BUY
$354.21 - $385.74 $107,679 - $117,264
304 Added 0.72%
42,724 $15.3 Billion
Q2 2023

Jul 19, 2023
BUY
$309.99 - $370.26 $43,708 - $52,206
141 Added 0.33%
42,420 $15.7 Billion
Q1 2023

May 04, 2023
BUY
$261.58 - $320.93 $398,124 - $488,455
1,522 Added 3.73%
42,279 $13.6 Billion
Q4 2022

Feb 15, 2023
BUY
$260.1 - $293.72 $10.6 Million - $12 Million
40,757 New
40,757 $10.9 Billion

Others Institutions Holding QQQ

# of Institutions
4,116
Shares Held
249M
Call Options Held
205M
Put Options Held
302M
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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