Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Holistic Planning, LLC

$349 Billion
Q2 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 3,869 shares of QQQM stock, worth $973,865. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,869

Previous 3,817 1.36%

Holding current value

$973,865

Previous $737 Million 19.24%

% of portfolio

0.25%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,030

Shares Held

102M

Call Options Held

1.02M

Put Options Held

645K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
Sector ETFs
Industry ETFs

More about QQQM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Account

Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History