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

Regimen Wealth, LLC

$322 Billion
Q2 2025

A detailed history of Regimen Wealth, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Regimen Wealth, LLC holds 409 shares of QQQ stock, worth $237,240. This represents 0.07% of its overall portfolio holdings.

Number of Shares

409

Holding current value

$237,240

% of portfolio

0.07%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$416.06 - $551.64 $170,168 - $225,620	409 New	409 $226 Million
Q4 2024 Feb 13, 2025	BUY	$481.22 - $538.17 $196,818 - $220,111	409 New	409 $209 Million
Q4 2022 Feb 06, 2023	BUY	$260.1 - $293.72 $212,501 - $239,969	817 New	817 $218 Million

Others Institutions Holding QQQ

# of Institutions

4,071

Shares Held

322M

Call Options Held

194M

Put Options Held

299M

Kingstone Capital Partners Texas, LLC Frisco, TX

67.6M
Shares

$39.2 Billion
4.27% of portfolio
Morgan Stanley New York, NY

22M
Shares

$12.8 Billion
0.76% of portfolio
Bank Of America Corp Charlotte, NC

15.3M
Shares

$8.86 Billion
0.59% of portfolio
Wells Fargo & Company San Francisco, CA

10.4M
Shares

$6.05 Billion
1.14% of portfolio
Lpl Financial LLC Fort Mill, SC

10.2M
Shares

$5.89 Billion
1.98% of portfolio

View Full List

About INVESCO QQQ TRUST, SERIES 1

Ticker QQQ
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about QQQ

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