Calton & Associates, Inc. Invesco Exchange Traded Fd Tr Transaction History

Calton & Associates, Inc.

$204 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 11, 2021	SELL	$30.34 - $34.68 $349,820 - $399,860	-11,530 Closed	0 $0
Q1 2021 May 03, 2021	BUY	$30.43 - $34.85 $350,857 - $401,820	11,530 New	11,530 $367,000

Others Institutions Holding QQQJ

# of Institutions

168

Shares Held

6.2M

Call Options Held

43.6K

Put Options Held

20K

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.35M
Shares

$37.5 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

390K
Shares

$10.9 Million
0.01% of portfolio
Erickson Financial Group, LLC Allentown, PA

257K
Shares

$7.16 Million
5.83% of portfolio
Wellington Management Group LLP Boston, MA

245K
Shares

$6.81 Million
0.0% of portfolio
Morgan Stanley New York, NY

239K
Shares

$6.65 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQJ
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