Planned Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History

Planned Solutions, Inc.

$231 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 08, 2024	BUY	$178.94 - $207.0 $1,610 - $1,863	9 New	9 $1,000
Q4 2023 Jan 17, 2024	BUY	$141.26 - $169.35 $1,271 - $1,524	9 New	9 $1,000

Others Institutions Holding QQQM

# of Institutions

917

Shares Held

96.9M

Call Options Held

678K

Put Options Held

170K

Invesco Ltd. Atlanta, GA

9.32M
Shares

$1.81 Billion
0.38% of portfolio
Envestnet Asset Management Inc

7.65M
Shares

$1.49 Billion
0.53% of portfolio
Lpl Financial LLC Fort Mill, SC

7.05M
Shares

$1.37 Billion
0.63% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

6.2M
Shares

$1.21 Billion
1.7% of portfolio
First Command Advisory Services, Inc.

4.85M
Shares

$944 Million
9.68% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
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