Position history for Waverly Advisors, LLC's holdings in INVESCO QQQ TR
Waverly Advisors, LLC holds 108,799 shares of QQQ (INVESCO QQQ TR), worth $66.8M as of 2025-Q4. The position was increased (++8.8% shares). QQQ represents 0.5% of Waverly Advisors, LLC's portfolio.
Current Value
$66.8M
Current Shares
108,799
Total Value Change
+$25.8M
Total Shares Change
+23,146
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 |