Koa Wealth Management, LLC Invesco Qqq Trust, Series 1 Transaction History

Koa Wealth Management, LLC

$126 Billion
Q2 2025

A detailed history of Koa Wealth Management, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Koa Wealth Management, LLC holds 1,114 shares of QQQ stock, worth $656,703. This represents 0.49% of its overall portfolio holdings.

Number of Shares

1,114

Previous 1,129 1.33%

Holding current value

$656,703

Previous $529 Million 16.08%

% of portfolio

0.49%

Previous 0.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$416.06 - $551.64 $6,240 - $8,274	-15 Reduced 1.33%	1,114 $615 Million
Q1 2025 May 12, 2025	BUY	$468.34 - $539.52 $106,781 - $123,010	228 Added 25.31%	1,129 $529 Million
Q4 2024 Jan 23, 2025	SELL	$481.22 - $538.17 $65,927 - $73,729	-137 Reduced 13.2%	901 $461 Million
Q3 2024 Nov 06, 2024	BUY	$434.77 - $502.96 $13,043 - $15,088	30 Added 2.98%	1,038 $506 Million
Q2 2024 Jul 23, 2024	BUY	$414.65 - $485.21 $6,634 - $7,763	16 Added 1.61%	1,008 $483 Million
Q1 2024 May 07, 2024	BUY	$396.28 - $446.38 $57,064 - $64,278	144 Added 16.98%	992 $440 Million
Q4 2023 May 07, 2024	BUY	$343.66 - $411.5 $291,423 - $348,952	848 New	848 $347 Million

Others Institutions Holding QQQ

# of Institutions

4,105

Shares Held

316M

Call Options Held

204M

Put Options Held

301M

View Full List

About INVESCO QQQ TRUST, SERIES 1

Ticker QQQ
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about QQQ

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Koa Wealth Management, LLC Invesco Qqq Trust, Series 1 Transaction History