Congress Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 24,025 shares of QQQM stock, worth $6.02 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
24,025
Previous 20,986 14.48%
Holding current value
$6.02 Million
Previous $4.05 Million 34.72%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$171.4 - $227.1 $520,884 - $690,156
3,039 Added 14.48%
24,025 $5.46 Million
Q1 2025

May 14, 2025
BUY
$192.82 - $222.1 $1.93 Million - $2.23 Million
10,035 Added 91.64%
20,986 $4.05 Million
Q4 2024

Feb 11, 2025
BUY
$198.04 - $221.51 $174,275 - $194,928
880 Added 8.74%
10,951 $2.3 Million
Q3 2024

Nov 12, 2024
BUY
$178.94 - $207.0 $1.8 Million - $2.08 Million
10,071 New
10,071 $2.02 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
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