Sequoia Financial Advisors, LLC Invesco Qqq Trust, Series 1 Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 107,365 shares of QQQ stock, worth $67.9 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
107,365
Holding current value
$67.9 Million
% of portfolio
0.44%

Shares

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

Oct 28, 2025
BUY
$546.99 - $602.2 $58.7 Million - $64.7 Million
107,365 New
107,365 $64.5 Million
Q2 2025

Jul 25, 2025
SELL
$416.06 - $551.64 $388,600 - $515,231
-934 Reduced 0.88%
104,786 $57.8 Million
Q1 2025

Apr 23, 2025
BUY
$468.34 - $539.52 $2.7 Million - $3.11 Million
5,766 Added 5.77%
105,720 $49.6 Million
Q4 2024

Aug 08, 2025
SELL
$481.22 - $538.17 $2.33 Million - $2.6 Million
-4,832 Reduced 4.61%
99,954 $51.1 Million
Q4 2024

Feb 07, 2025
BUY
$481.22 - $538.17 $2.31 Million - $2.58 Million
4,801 Added 5.05%
99,954 $51.1 Million
Q3 2024

Oct 21, 2024
BUY
$434.77 - $502.96 $439,987 - $508,995
1,012 Added 1.07%
95,153 $46.4 Million
Q2 2024

Jul 15, 2024
SELL
$414.65 - $485.21 $310,572 - $363,422
-749 Reduced 0.79%
94,141 $45.1 Million
Q1 2024

Apr 30, 2024
BUY
$396.28 - $446.38 $3.16 Million - $3.55 Million
7,963 Added 9.16%
94,890 $42.1 Million
Q4 2023

Jan 25, 2024
BUY
$343.66 - $411.5 $4.64 Million - $5.55 Million
13,493 Added 18.37%
86,927 $35.6 Million
Q3 2023

Nov 08, 2023
BUY
$354.21 - $385.74 $1.59 Million - $1.73 Million
4,494 Added 6.52%
73,434 $26.3 Million
Q2 2023

Aug 08, 2023
BUY
$309.99 - $370.26 $670,508 - $800,872
2,163 Added 3.24%
68,940 $25.5 Million
Q1 2023

Apr 24, 2023
BUY
$261.58 - $320.93 $227,574 - $279,209
870 Added 1.32%
66,777 $21.4 Million
Q4 2022

Feb 10, 2023
SELL
$260.1 - $293.72 $305,877 - $345,414
-1,176 Reduced 1.75%
65,907 $17.5 Million
Q4 2022

Jan 17, 2023
BUY
$260.1 - $293.72 $520 - $587
2 Added 0.0%
67,083 $0
Q3 2022

Oct 26, 2022
SELL
$267.26 - $333.06 $1.48 Million - $1.84 Million
-5,539 Reduced 7.63%
67,081 $17.9 Million
Q2 2022

Jul 22, 2022
SELL
$271.39 - $369.3 $2.2 Million - $3 Million
-8,122 Reduced 10.06%
72,620 $20.4 Million
Q1 2022

May 13, 2022
BUY
$318.17 - $401.68 $1.25 Million - $1.58 Million
3,941 Added 5.13%
80,742 $29.3 Million
Q4 2021

Feb 11, 2022
BUY
$352.62 - $403.99 $21.2 Million - $24.2 Million
59,989 Added 356.82%
76,801 $30.6 Million
Q3 2021

Oct 26, 2021
SELL
$354.57 - $382.11 $17.9 Million - $19.3 Million
-50,407 Reduced 74.99%
16,812 $6.02 Million
Q2 2021

Jul 27, 2021
BUY
$316.89 - $354.99 $1.86 Million - $2.08 Million
5,869 Added 9.57%
67,219 $23.8 Million
Q1 2021

May 14, 2021
SELL
$299.94 - $336.45 $538,092 - $603,591
-1,794 Reduced 2.84%
61,350 $19.6 Million
Q4 2020

Feb 12, 2021
BUY
$269.38 - $313.74 $2.07 Million - $2.41 Million
7,690 Added 13.87%
63,144 $19.8 Million
Q3 2020

Oct 23, 2020
BUY
$250.49 - $302.76 $3.27 Million - $3.96 Million
13,071 Added 30.84%
55,454 $15.4 Million
Q2 2020

Aug 25, 2020
BUY
$182.31 - $248.84 $7.73 Million - $10.5 Million
42,383 New
42,383 $10.5 Million
Q2 2020

Aug 11, 2020
SELL
$182.31 - $248.84 $5.05 Million - $6.89 Million
-27,682 Closed
0 $10.5 Million
Q1 2020

May 11, 2020
BUY
$169.3 - $236.98 $842,606 - $1.18 Million
4,977 Added 21.92%
27,682 $5.27 Million
Q4 2019

Feb 13, 2020
BUY
$184.05 - $213.79 $4.18 Million - $4.85 Million
22,705 New
22,705 $4.83 Million
Q3 2019

Oct 22, 2019
SELL
$180.73 - $195.29 $3.15 Million - $3.4 Million
-17,410 Closed
0 $0
Q2 2019

Jul 31, 2019
BUY
$170.12 - $191.11 $239,358 - $268,891
1,407 Added 8.79%
17,410 $3.25 Million
Q1 2019

May 13, 2019
SELL
$149.82 - $182.57 $134,838 - $164,313
-900 Reduced 5.32%
16,003 $2.88 Million
Q4 2018

Feb 14, 2019
BUY
$143.5 - $186.17 $789,250 - $1.02 Million
5,500 Added 48.23%
16,903 $2.61 Million
Q3 2018

Nov 14, 2018
BUY
$170.8 - $186.74 $38,259 - $41,829
224 Added 2.0%
11,403 $2.12 Million
Q2 2018

Aug 14, 2018
BUY
$155.51 - $177.6 $1.74 Million - $1.99 Million
11,179 New
11,179 $1.92 Million

Others Institutions Holding QQQ

# of Institutions
4,160
Shares Held
249M
Call Options Held
203M
Put Options Held
302M
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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