Kellett Schaffner Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Kellett Schaffner Wealth Advisors LLC

  • $146 Million
  • Q4 2025

A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 2,188 shares of QQQM stock, worth $548,422. This represents 0.37% of its overall portfolio holdings.

Number of Shares
2,188
Previous 1,319 65.88%
Holding current value
$548,422
Previous $325,000 68.62%
% of portfolio
0.37%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
BUY
$242.67 - $261.79 $210,880 - $227,495
869 Added 65.88%
2,188 $548,000
Q3 2025

Oct 21, 2025
BUY
$225.11 - $247.9 $296,920 - $326,980
1,319 New
1,319 $325,000
Q1 2025

Apr 23, 2025
BUY
$192.82 - $222.1 $318,153 - $366,465
1,650 New
1,650 $318,000

Others Institutions Holding QQQM

# of Institutions
1,163
Shares Held
118M
Call Options Held
919K
Put Options Held
735K
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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