Heritage Wealth Architects, Inc. Invesco Exchange Traded Fd Tr Transaction History

Heritage Wealth Architects, Inc.

$214 Billion
Q4 2025

A detailed history of Heritage Wealth Architects, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 31,305 shares of QQQM stock, worth $7.85 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares

31,305

Previous 22,813 37.22%

Holding current value

$7.85 Million

Previous $5.64 Billion 42.38%

% of portfolio

3.75%

Previous 3.47%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$242.67 - $261.79 $2.06 Million - $2.22 Million	8,492 Added 37.22%	31,305 $8.03 Billion
Q3 2025 Oct 02, 2025	BUY	$225.11 - $247.9 $567,952 - $625,451	2,523 Added 12.43%	22,813 $5.64 Billion
Q2 2025 Jul 09, 2025	SELL	$171.4 - $227.1 $260,528 - $345,192	-1,520 Reduced 6.97%	20,290 $4.61 Billion
Q1 2025 May 15, 2025	BUY	$192.82 - $222.1 $4.21 Million - $4.84 Million	21,810 New	21,810 $4.21 Billion

Others Institutions Holding QQQM

# of Institutions

1,161

Shares Held

114M

Call Options Held

920K

Put Options Held

735K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
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More about QQQM

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Heritage Wealth Architects, Inc. Invesco Exchange Traded Fd Tr Transaction History