Sax Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 344,855 shares of QQQM stock, worth $74.1 Million. This represents 5.77% of its overall portfolio holdings.

Number of Shares

344,855

Previous 300,898 14.61%

Holding current value

$74.1 Million

Previous $60.4 Million 20.09%

% of portfolio

5.77%

Previous 5.46%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$198.04 - $221.51 $8.71 Million - $9.74 Million	43,957 Added 14.61%	344,855 $72.6 Million
Q3 2024 Oct 17, 2024	BUY	$178.94 - $207.0 $2.95 Million - $3.41 Million	16,477 Added 5.79%	300,898 $60.4 Million
Q2 2024 Jul 12, 2024	BUY	$170.63 - $199.67 $4.18 Million - $4.89 Million	24,509 Added 9.43%	284,421 $56.1 Million
Q1 2024 May 13, 2024	BUY	$163.11 - $183.59 $26.2 Million - $29.5 Million	160,440 Added 161.29%	259,912 $47.5 Million
Q4 2023 Feb 14, 2024	BUY	$141.26 - $169.35 $3.15 Million - $3.78 Million	22,303 Added 28.9%	99,472 $16.8 Million
Q3 2023 Nov 07, 2023	BUY	$145.69 - $158.7 $2.92 Million - $3.18 Million	20,057 Added 35.12%	77,169 $11.4 Million
Q2 2023 Aug 10, 2023	BUY	$127.48 - $152.29 $2.62 Million - $3.13 Million	20,541 Added 56.17%	57,112 $8.68 Million
Q1 2023 May 05, 2023	BUY	$107.7 - $132.01 $2.05 Million - $2.51 Million	19,026 Added 108.44%	36,571 $4.83 Million
Q4 2022 Feb 06, 2023	BUY	$107.0 - $120.86 $609,151 - $688,055	5,693 Added 48.03%	17,545 $1.92 Million
Q3 2022 Nov 08, 2022	BUY	$109.95 - $137.02 $1.3 Million - $1.62 Million	11,852 New	11,852 $1.3 Million

Others Institutions Holding QQQM

# of Institutions

775

Shares Held

83.5M

Call Options Held

694K

Put Options Held

93.2K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
Sector ETFs
Industry ETFs

More about QQQM

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Sax Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History