Rooted Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Rooted Wealth Advisors, Inc.

$239 Million
Q1 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 27,276 shares of QQQM stock, worth $5.27 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares

27,276

Previous 21,894 24.58%

Holding current value

$5.27 Million

Previous $4.64 Million 13.39%

% of portfolio

2.2%

Previous 1.82%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$192.82 - $222.1 $1.04 Million - $1.2 Million	5,382 Added 24.58%	27,276 $5.27 Million
Q4 2024 Jan 30, 2025	BUY	$198.04 - $221.51 $410,338 - $458,968	2,072 Added 10.45%	21,894 $4.64 Million
Q3 2024 Nov 12, 2024	BUY	$178.94 - $207.0 $456,475 - $528,057	2,551 Added 14.77%	19,822 $3.93 Million
Q2 2024 Jul 25, 2024	BUY	$170.63 - $199.67 $251,508 - $294,313	1,474 Added 9.33%	17,271 $3.41 Million
Q1 2024 Apr 17, 2024	BUY	$163.11 - $183.59 $44,202 - $49,752	271 Added 1.75%	15,797 $2.87 Million
Q4 2023 Feb 07, 2024	BUY	$141.26 - $169.35 $311,902 - $373,924	2,208 Added 16.58%	15,526 $2.73 Million
Q3 2023 Nov 21, 2023	BUY	$145.69 - $158.7 $1.94 Million - $2.11 Million	13,318 New	13,318 $2.12 Million

Others Institutions Holding QQQM

# of Institutions

906

Shares Held

98.3M

Call Options Held

678K

Put Options Held

170K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
Sector ETFs
Industry ETFs

More about QQQM

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Rooted Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History