Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,915 shares of QQQM stock, worth $2.35 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

10,915

Previous 6,786 60.85%

Holding current value

$2.35 Million

Previous $1.36 Billion 68.62%

% of portfolio

0.17%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$198.04 - $221.51 $817,707 - $914,614	4,129 Added 60.85%	10,915 $2.3 Billion
Q3 2024 Oct 21, 2024	SELL	$178.94 - $207.0 $84,280 - $97,497	-471 Reduced 6.49%	6,786 $1.36 Billion
Q2 2024 Jul 09, 2024	BUY	$170.63 - $199.67 $315,494 - $369,189	1,849 Added 34.19%	7,257 $1.43 Billion
Q1 2024 Apr 15, 2024	SELL	$163.11 - $183.59 $18,431 - $20,745	-113 Reduced 2.05%	5,408 $988 Million
Q4 2023 Jan 16, 2024	BUY	$141.26 - $169.35 $560,802 - $672,319	3,970 Added 255.96%	5,521 $930 Million
Q3 2023 Oct 23, 2023	BUY	$145.69 - $158.7 $225,965 - $246,143	1,551 New	1,551 $229 Million

Others Institutions Holding QQQM

# of Institutions

803

Shares Held

91.9M

Call Options Held

697K

Put Options Held

94K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
Sector ETFs
Industry ETFs

More about QQQM

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Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History