Perigon Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Perigon Wealth Management, LLC

$3.82 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$30.43 - $34.85 $31,951 - $36,592	-1,050 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$24.94 - $31.34 $26,187 - $32,907	1,050 New	1,050 $32,000

Others Institutions Holding QQQJ

# of Institutions

174

Shares Held

7.6M

Call Options Held

118K

Put Options Held

20.3K

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

1.37M
Shares

$39.2 Million
0.06% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.33M
Shares

$37.9 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

563K
Shares

$16.1 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

367K
Shares

$10.5 Million
0.0% of portfolio
Morgan Stanley New York, NY

254K
Shares

$7.27 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQJ
Sector ETFs
Industry ETFs

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