Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 91,151 shares of QQQM stock, worth $22.8 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
91,151
Previous 69,071 31.97%
Holding current value
$22.8 Million
Previous $15.7 Million 143501.53%
% of portfolio
0.45%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$225.11 - $247.9 $4.97 Million - $5.47 Million
22,080 Added 31.97%
91,151 $22.5 Billion
Q2 2025

Nov 12, 2025
SELL
$171.4 - $227.1 $108,153 - $143,300
-631 Reduced 0.91%
69,071 $15.7 Million
Q2 2025

Aug 14, 2025
BUY
$171.4 - $227.1 $6.55 Million - $8.68 Million
38,210 Added 121.33%
69,702 $15.8 Million
Q1 2025

May 30, 2025
BUY
$192.82 - $222.1 $45,505 - $52,415
236 Added 0.76%
31,492 $6.08 Million
Q1 2025

May 15, 2025
SELL
$192.82 - $222.1 $127,261 - $146,586
-660 Reduced 2.07%
31,256 $6.03 Billion
Q4 2024

May 30, 2025
BUY
$198.04 - $221.51 $7,129 - $7,974
36 Added 0.12%
31,292 $6.59 Million
Q4 2024

May 29, 2025
BUY
$198.04 - $221.51 $5,545 - $6,202
28 Added 0.09%
31,284 $6.58 Million
Q4 2024

Feb 11, 2025
BUY
$198.04 - $221.51 $6.32 Million - $7.07 Million
31,916 New
31,916 $6.95 Billion

Others Institutions Holding QQQM

# of Institutions
1,140
Shares Held
113M
Call Options Held
920K
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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