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

Sfg Wealth Management, Llc.

$163 Million
Q1 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 5,202 shares of QQQM stock, worth $1.06 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

5,202

Previous 4,686 11.01%

Holding current value

$1.06 Million

Previous $789,000 20.41%

% of portfolio

0.58%

Previous 0.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$113.4 - $137.02 $76,658 - $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

622

Shares Held

56.6M

Call Options Held

181K

Put Options Held

49.6K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
Sector ETFs
Industry ETFs

More about QQQM

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