Ever Source Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,988 shares of QQQM stock, worth $498,292. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,988

Previous 1,960 1.43%

Holding current value

$498,292

Previous $445,000 10.34%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$225.11 - $247.9 $6,303 - $6,941	28 Added 1.43%	1,988 $491,000
Q2 2025 Aug 13, 2025	BUY	$171.4 - $227.1 $189,054 - $250,491	1,103 Added 128.7%	1,960 $445,000
Q1 2025 May 13, 2025	BUY	$192.82 - $222.1 $964 - $1,110	5 Added 0.59%	857 $165,000
Q4 2024 Feb 07, 2025	BUY	$198.04 - $221.51 $6,733 - $7,531	34 Added 4.16%	852 $179,000
Q3 2024 Nov 08, 2024	BUY	$178.94 - $207.0 $715 - $828	4 Added 0.49%	818 $164,000

Q2 2024 Aug 13, 2024	SELL	$170.63 - $199.67 $27,471 - $32,146	-161 Reduced 16.51%	814 $160,000
Q1 2024 Jun 11, 2024	BUY	$163.11 - $183.59 $157,890 - $177,715	968 Added 13828.57%	975 $178,000
Q3 2023 Nov 03, 2023	BUY	$145.69 - $158.7 $1,019 - $1,110	7 New	7 $1,000
Q4 2022 Feb 09, 2023	BUY	$107.0 - $120.86 $21,935 - $24,776	205 New	205 $22,000

Others Institutions Holding QQQM

# of Institutions

1,136

Shares Held

113M

Call Options Held

920K

Put Options Held

751K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
Sector ETFs
Industry ETFs

More about QQQM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History