A detailed history of Peak Financial Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Peak Financial Advisors LLC holds 4,104 shares of QQQM stock, worth $867,380. This represents 0.52% of its overall portfolio holdings.

Number of Shares
4,104
Previous 4,250 3.44%
Holding current value
$867,380
Previous $837,000 1.55%
% of portfolio
0.52%
Previous 0.6%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$178.94 - $207.0 $26,125 - $30,222
-146 Reduced 3.44%
4,104 $824,000
Q2 2024

Jul 12, 2024

BUY
$170.63 - $199.67 $29,860 - $34,942
175 Added 4.29%
4,250 $837,000
Q1 2024

Apr 12, 2024

BUY
$163.11 - $183.59 $15,495 - $17,441
95 Added 2.39%
4,075 $744,000
Q4 2023

Jan 10, 2024

BUY
$141.26 - $169.35 $209,912 - $251,654
1,486 Added 59.58%
3,980 $670,000
Q3 2023

Oct 10, 2023

BUY
$145.69 - $158.7 $95,718 - $104,265
657 Added 35.76%
2,494 $367,000
Q2 2023

Jul 10, 2023

SELL
$127.48 - $152.29 $129,137 - $154,269
-1,013 Reduced 35.54%
1,837 $279,000
Q1 2023

Apr 18, 2023

BUY
$107.7 - $132.01 $108,777 - $133,330
1,010 Added 54.89%
2,850 $376,000
Q4 2022

Jan 12, 2023

BUY
$107.0 - $120.86 $196,880 - $222,382
1,840 New
1,840 $202 Million

Others Institutions Holding QQQM

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
Track This Portfolio

Track Peak Financial Advisors LLC Portfolio

Follow Peak Financial Advisors 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 Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Advisors LLC with notifications on news.