A detailed history of Heritage Wealth Architects, Inc. transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 2,799 shares of QQQ stock, worth $1.71 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
2,799
Previous 3,220 13.07%
Holding current value
$1.71 Million
Previous $1.78 Billion 5.4%
% of portfolio
1.03%
Previous 1.31%

Shares

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

Oct 02, 2025

SELL
$546.99 - $602.2 $230,282 - $253,526
-421 Reduced 13.07%
2,799 $1.68 Billion
Q2 2025

Jul 09, 2025

BUY
$416.06 - $551.64 $364,468 - $483,236
876 Added 37.37%
3,220 $1.78 Billion
Q1 2025

May 15, 2025

BUY
$468.34 - $539.52 $1.1 Million - $1.26 Million
2,344 New
2,344 $1.1 Billion

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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