Beacon Financial Advisory LLC Invesco Exchange Traded Fd Tr Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 1,200 shares of QQQM stock, worth $300,780. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,200
Previous 1,580 24.05%
Holding current value
$300,780
Previous $358,000 17.32%
% of portfolio
0.08%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$225.11 - $247.9 $85,541 - $94,202
-380 Reduced 24.05%
1,200 $296,000
Q2 2025

Jul 22, 2025
BUY
$171.4 - $227.1 $20,739 - $27,479
121 Added 8.29%
1,580 $358,000
Q1 2025

Apr 24, 2025
BUY
$192.82 - $222.1 $281,324 - $324,043
1,459 New
1,459 $281,000

Others Institutions Holding QQQM

# of Institutions
1,156
Shares Held
114M
Call Options Held
920K
Put Options Held
735K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

QQQM Quotes by TradingView
  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email