Highland Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Highland Financial Advisors, LLC

$346 Million
Q3 2025

A detailed history of Highland Financial Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 144,453 shares of QQQM stock, worth $36.2 Million. This represents 10.33% of its overall portfolio holdings.

Number of Shares

144,453

Previous 138,725 4.13%

Holding current value

$36.2 Million

Previous $31.5 Million 13.31%

% of portfolio

10.33%

Previous 10.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$225.11 - $247.9 $1.29 Million - $1.42 Million	5,728 Added 4.13%	144,453 $35.7 Million
Q2 2025 Jul 15, 2025	BUY	$171.4 - $227.1 $1.05 Million - $1.39 Million	6,141 Added 4.63%	138,725 $31.5 Million
Q1 2025 Apr 08, 2025	BUY	$192.82 - $222.1 $1.14 Million - $1.31 Million	5,905 Added 4.66%	132,584 $25.6 Million
Q4 2024 Jan 30, 2025	SELL	$198.04 - $221.51 $70,700 - $79,079	-357 Reduced 0.28%	126,679 $26.7 Million
Q3 2024 Oct 30, 2024	BUY	$178.94 - $207.0 $4.94 Million - $5.72 Million	27,633 Added 27.8%	127,036 $25.5 Million

Q2 2024 Jul 17, 2024	BUY	$170.63 - $199.67 $17 Million - $19.8 Million	99,403 New	99,403 $19.6 Million

Others Institutions Holding QQQM

# of Institutions

1,133

Shares Held

113M

Call Options Held

920K

Put Options Held

751K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
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Highland Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History