Kingswood Wealth Advisors, LLC Invesco Qqq Trust, Series 1 Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 65,023 shares of QQQ stock, worth $33.1 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
65,023
Previous 57,310 13.46%
Holding current value
$33.1 Million
Previous $29.3 Billion 4.32%
% of portfolio
1.17%
Previous 2.2%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$468.34 - $539.52 $3.61 Million - $4.16 Million
7,713 Added 13.46%
65,023 $30.6 Billion
Q4 2024

Jan 22, 2025
BUY
$481.22 - $538.17 $8.05 Million - $9.01 Million
16,735 Added 41.24%
57,310 $29.3 Billion
Q3 2024

Oct 21, 2024
BUY
$434.77 - $502.96 $4.91 Million - $5.69 Million
11,304 Added 38.62%
40,575 $19.8 Billion
Q2 2024

Jul 09, 2024
BUY
$414.65 - $485.21 $2.97 Million - $3.47 Million
7,158 Added 32.37%
29,271 $14 Billion
Q1 2024

Apr 15, 2024
SELL
$396.28 - $446.38 $3.19 Million - $3.59 Million
-8,053 Reduced 26.7%
22,113 $9.82 Billion
Q4 2023

Jan 16, 2024
BUY
$343.66 - $411.5 $4.59 Million - $5.49 Million
13,353 Added 79.42%
30,166 $12.4 Billion
Q3 2023

Oct 23, 2023
BUY
$354.21 - $385.74 $4.76 Million - $5.18 Million
13,427 Added 396.54%
16,813 $7.41 Billion
Q2 2023

Aug 09, 2023
BUY
$309.99 - $370.26 $1.05 Million - $1.25 Million
3,386 New
3,386 $1.25 Billion

Others Institutions Holding QQQ

# of Institutions
3,920
Shares Held
257M
Call Options Held
205M
Put Options Held
346M
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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