Comprehensive Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Comprehensive Wealth Management, LLC

  • $115 Million
  • Q2 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 7,114 shares of QQQM stock, worth $1.77 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
7,114
Previous 4,134 72.09%
Holding current value
$1.77 Million
Previous $797,000 102.63%
% of portfolio
1.4%
Previous 0.58%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$171.4 - $227.1 $510,772 - $676,758
2,980 Added 72.09%
7,114 $1.62 Million
Q1 2025

May 13, 2025
BUY
$192.82 - $222.1 $127,646 - $147,030
662 Added 19.07%
4,134 $797,000
Q4 2024

Feb 11, 2025
BUY
$198.04 - $221.51 $6,733 - $7,531
34 Added 0.99%
3,472 $730,000
Q3 2024

Nov 06, 2024
BUY
$178.94 - $207.0 $26,125 - $30,222
146 Added 4.43%
3,438 $690,000
Q2 2024

Aug 13, 2024
BUY
$170.63 - $199.67 $561,713 - $657,313
3,292 New
3,292 $648,000

Others Institutions Holding QQQM

# of Institutions
1,029
Shares Held
102M
Call Options Held
1.02M
Put Options Held
645K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

QQQM Quotes by TradingView
  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
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