Emerson Wealth, LLC Invesco Qqq Trust, Series 1 Transaction History

Emerson Wealth, LLC

$153 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 20, 2020	SELL	$169.3 - $236.98 $202,313 - $283,191	-1,195 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$184.05 - $213.79 $219,939 - $255,479	1,195 New	1,195 $254,000

Others Institutions Holding QQQ

# of Institutions

3,299

Shares Held

247M

Call Options Held

174M

Put Options Held

371M

Morgan Stanley New York, NY

24.2M
Shares

$12 Billion
0.87% of portfolio
Bank Of America Corp Charlotte, NC

12.5M
Shares

$6.21 Billion
0.53% of portfolio
Lpl Financial LLC Fort Mill, SC

8.49M
Shares

$4.22 Billion
2.06% of portfolio
Wells Fargo & Company San Francisco, CA

8.41M
Shares

$4.18 Billion
0.91% of portfolio
Goldman Sachs Group Inc New York, NY

6.97M
Shares

$3.47 Billion
0.56% of portfolio

About INVESCO QQQ TRUST, SERIES 1

Ticker QQQ
Exchange NASDAQ
Sector ETFs
Industry ETFs

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