Position history for Waverly Advisors, LLC's holdings in INVESCO QQQ TR
Waverly Advisors, LLC holds 111,706 shares of QQQ (INVESCO QQQ TR), worth $64.5M as of 2026-Q1. The position was increased (+2.7% shares). QQQ represents 0.5% of Waverly Advisors, LLC's portfolio.
Current Value
$64.5M
Current Shares
111,706
Total Value Change
+$23.4M
Total Shares Change
+26,053
Other major holders of QQQ: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 111,706 |
+2.7% |
| $64.5M |
| 0.5% |
| $601.58 |
36 |
| 2025-Q4 | Increased | 108,799 | +8.8% | $66.8M | 0.5% | $619.43 | 45 |
| 2025-Q3 | Decreased | 99,969 | -2.1% | $60M | 0.6% | $597.96 | 0 |
| 2025-Q2 | Increased | 102,093 | +4.0% | $56.3M | 0.6% | $546.75 | 43 |
| 2025-Q1 | Increased | 98,173 | +8.0% | $46M | 0.6% | $467.27 | 45 |
| 2024-Q4 | Increased | 90,904 | +10.7% | $46.5M | 0.7% | $513.01 | 46 |
| 2024-Q3 | Decreased | 82,112 | -4.1% | $40.1M | 0.7% | $483.51 | 0 |
| 2024-Q2 | Increased | 85,653 | +1.9% | $41M | 0.8% | $475.26 | 42 |