Sfg Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History

Sfg Wealth Management, Llc.

$181 Million
Q3 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 3,563 shares of QQQM stock, worth $740,747. This represents 0.39% of its overall portfolio holdings.

Number of Shares

3,563

Previous 8,261 56.87%

Holding current value

$740,747

Previous $1.63 Million 56.08%

% of portfolio

0.39%

Previous 0.97%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$178.94 - $207.0 $840,660 - $972,486	-4,698 Reduced 56.87%	3,563 $715,000
Q2 2024 Jul 19, 2024	BUY	$170.63 - $199.67 $521,957 - $610,790	3,059 Added 58.8%	8,261 $1.63 Million
Q1 2024 Apr 26, 2024	BUY	$163.11 - $183.59 $84,164 - $94,732	516 Added 11.01%	5,202 $950,000
Q4 2023 Jan 19, 2024	SELL	$141.26 - $169.35 $207,652 - $248,944	-1,470 Reduced 23.88%	4,686 $789,000
Q3 2023 Oct 19, 2023	BUY	$145.69 - $158.7 $480,777 - $523,709	3,300 Added 115.55%	6,156 $907,000
Q2 2023 Jul 14, 2023	BUY	$127.48 - $152.29 $364,082 - $434,940	2,856 New	2,856 $434,000
Q3 2022 Oct 12, 2022	BUY	$109.95 - $137.02 $74,326 - $92,625	676 Added 3.58%	19,558 $2.15 Million
Q2 2022 Jul 13, 2022	BUY	$111.72 - $151.87 $124,009 - $168,575	1,110 Added 6.25%	18,882 $2.18 Million
Q1 2022 Apr 22, 2022	BUY	$130.92 - $165.24 $650,541 - $821,077	4,969 Added 38.81%	17,772 $2.65 Million
Q4 2021 Feb 14, 2022	BUY	$145.01 - $166.07 $1.86 Million - $2.13 Million	12,803 New	12,803 $2.09 Million

Others Institutions Holding QQQM

# of Institutions

763

Shares Held

82.6M

Call Options Held

694K

Put Options Held

93.2K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
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Sfg Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History