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

Opes Wealth Management LLC

  • $553 Million
  • Q2 2025

A detailed history of Opes Wealth Management LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Opes Wealth Management LLC holds 1,354 shares of QQQ stock, worth $768,151. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,354
Previous 1,522 11.04%
Holding current value
$768,151
Previous $713,000 4.63%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Jul 30, 2025
SELL
$416.06 - $551.64 $69,898 - $92,675
-168 Reduced 11.04%
1,354 $746,000
Q1 2025

May 06, 2025
BUY
$468.34 - $539.52 $251,966 - $290,261
538 Added 54.67%
1,522 $713,000
Q4 2024

Jan 30, 2025
BUY
$481.22 - $538.17 $110,199 - $123,240
229 Added 30.33%
984 $503,000
Q2 2024

Aug 05, 2024
BUY
$414.65 - $485.21 $103,662 - $121,302
250 Added 49.5%
755 $361,000
Q1 2024

May 02, 2024
SELL
$396.28 - $446.38 $39,628 - $44,638
-100 Reduced 16.53%
505 $224,000
Q4 2023

Jan 31, 2024
BUY
$343.66 - $411.5 $207,914 - $248,957
605 New
605 $247,000

Others Institutions Holding QQQ

# of Institutions
4,046
Shares Held
314M
Call Options Held
205M
Put Options Held
353M
View Full List

About INVESCO QQQ TRUST, SERIES 1

QQQ Quotes by TradingView
  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
Track This Portfolio

Track Opes Wealth Management LLC Portfolio

Follow Opes Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Opes Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opes Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email