Mark Sheptoff Financial Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Mark Sheptoff Financial Planning, LLC

  • $180 Million
  • Q2 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 217 shares of QQQM stock, worth $53,599. This represents 0.03% of its overall portfolio holdings.

Number of Shares
217
Previous 166 30.72%
Holding current value
$53,599
Previous $32,000 53.13%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Aug 06, 2025
BUY
$171.4 - $227.1 $8,741 - $11,582
51 Added 30.72%
217 $49,000
Q1 2025

May 13, 2025
BUY
$192.82 - $222.1 $32,008 - $36,868
166 New
166 $32,000

Others Institutions Holding QQQM

# of Institutions
1,071
Shares Held
104M
Call Options Held
1.02M
Put Options Held
662K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

QQQM Quotes by TradingView
  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
Track This Portfolio

Track Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email