Soa Wealth Advisors, Llc. Invesco Exchange Traded Fd Tr Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 122 shares of QQQM stock, worth $23,006. This represents 0.0% of its overall portfolio holdings.

Number of Shares

122

Previous 107 14.02%

Holding current value

$23,006

Previous $22,000 4.55%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$192.82 - $222.1 $2,892 - $3,331	15 Added 14.02%	122 $23,000
Q3 2024 Oct 08, 2024	BUY	$178.94 - $207.0 $894 - $1,035	5 Added 4.9%	107 $21,000
Q2 2024 Jul 17, 2024	SELL	$170.63 - $199.67 $4,948 - $5,790	-29 Reduced 22.14%	102 $20,000
Q1 2024 Apr 10, 2024	SELL	$163.11 - $183.59 $652 - $734	-4 Reduced 2.96%	131 $23,000
Q4 2023 Jan 10, 2024	BUY	$141.26 - $169.35 $7,486 - $8,975	53 Added 64.63%	135 $22,000
Q3 2023 Oct 10, 2023	SELL	$145.69 - $158.7 $10,635 - $11,585	-73 Reduced 47.1%	82 $12,000
Q2 2023 Jul 07, 2023	SELL	$127.48 - $152.29 $254 - $304	-2 Reduced 1.27%	155 $23,000
Q1 2023 Apr 28, 2023	BUY	$107.7 - $132.01 $5,492 - $6,732	51 Added 48.11%	157 $20,000
Q4 2022 Jan 10, 2023	BUY	$107.0 - $120.86 $3,852 - $4,350	36 Added 51.43%	106 $0
Q3 2022 Oct 07, 2022	BUY	$109.95 - $137.02 $7,696 - $9,591	70 New	70 $7,000

Others Institutions Holding QQQM

# of Institutions

910

Shares Held

96.9M

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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Soa Wealth Advisors, Llc. Invesco Exchange Traded Fd Tr Transaction History