Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 3,906 shares of QQQM stock, worth $979,038. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,906

Previous 3,869 0.96%

Holding current value

$979,038

Previous $879 Million 9.86%

% of portfolio

0.25%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$225.11 - $247.9 $8,329 - $9,172	37 Added 0.96%	3,906 $965 Million
Q2 2025 Jul 28, 2025	BUY	$171.4 - $227.1 $8,912 - $11,809	52 Added 1.36%	3,869 $879 Million
Q1 2025 Apr 23, 2025	SELL	$192.82 - $222.1 $65,944 - $75,958	-342 Reduced 8.22%	3,817 $737 Million
Q4 2024 Jan 24, 2025	SELL	$198.04 - $221.51 $163,977 - $183,410	-828 Reduced 16.6%	4,159 $875 Million
Q3 2024 Nov 01, 2024	SELL	$178.94 - $207.0 $382,215 - $442,152	-2,136 Reduced 29.99%	4,987 $1 Billion
Q1 2024 May 01, 2024	SELL	$163.11 - $183.59 $245,154 - $275,935	-1,503 Reduced 17.42%	7,123 $1.3 Billion
Q4 2023 Feb 14, 2024	BUY	$141.26 - $169.35 $1.22 Million - $1.46 Million	8,626 New	8,626 $1.45 Billion

Others Institutions Holding QQQM

# of Institutions

1,132

Shares Held

113M

Call Options Held

920K

Put Options Held

751K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
Sector ETFs
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Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History