Ep Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 143,056 shares of QQQM stock, worth $35.9 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

143,056

Previous 144,061 0.7%

Holding current value

$35.9 Million

Previous $27.8 Million 16.84%

% of portfolio

0.22%

Previous 0.23%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$171.4 - $227.1 $172,257 - $228,235	-1,005 Reduced 0.7%	143,056 $32.5 Million
Q1 2025 May 15, 2025	SELL	$192.82 - $222.1 $396,437 - $456,637	-2,056 Reduced 1.41%	144,061 $27.8 Million
Q4 2024 Feb 13, 2025	BUY	$198.04 - $221.51 $745,422 - $833,763	3,764 Added 2.64%	146,117 $30.8 Million
Q3 2024 Nov 14, 2024	BUY	$178.94 - $207.0 $25.5 Million - $29.5 Million	142,353 New	142,353 $28.6 Million

Others Institutions Holding QQQM

# of Institutions

1,137

Shares Held

113M

Call Options Held

920K

Put Options Held

735K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
Sector ETFs
Industry ETFs

More about QQQM

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Ep Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History