Bernardo Wealth Planning LLC Invesco Exchange Traded Fd Tr Transaction History

Bernardo Wealth Planning LLC

  • $507 Million
  • Q3 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 21,177 shares of QQQM stock, worth $5.31 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
21,177
Previous 39,745 46.72%
Holding current value
$5.31 Million
Previous $9.03 Million 42.02%
% of portfolio
1.03%
Previous 1.96%

Shares

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

Oct 22, 2025
SELL
$225.11 - $247.9 $4.18 Million - $4.6 Million
-18,568 Reduced 46.72%
21,177 $5.23 Million
Q2 2025

Aug 13, 2025
BUY
$171.4 - $227.1 $6.81 Million - $9.03 Million
39,745 New
39,745 $9.03 Million

Others Institutions Holding QQQM

# of Institutions
1,132
Shares Held
113M
Call Options Held
920K
Put Options Held
751K
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 Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning 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 Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email