Paragon Wealth Strategies, LLC Invesco Exchange Traded Fd Tr Transaction History

Paragon Wealth Strategies, LLC

$346 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 29, 2021	SELL	$32.8 - $35.33 $20,172 - $21,727	-615 Closed	0 $0
Q2 2021 Jul 12, 2021	BUY	$30.34 - $34.68 $18,659 - $21,328	615 New	615 $21,000

Others Institutions Holding QQQJ

# of Institutions

169

Shares Held

5.75M

Call Options Held

68.2K

Put Options Held

2.1K

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.37M
Shares

$41.5 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

380K
Shares

$11.5 Million
0.01% of portfolio
Wellington Management Group LLP Boston, MA

277K
Shares

$8.41 Million
0.0% of portfolio
Erickson Financial Group, LLC Allentown, PA

253K
Shares

$7.68 Million
5.38% of portfolio
Morgan Stanley New York, NY

239K
Shares

$7.25 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQJ
Sector ETFs
Industry ETFs

More about QQQJ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Paragon Wealth Strategies, LLC with notifications on news.