Peak Financial Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Peak Financial Advisors LLC

$153 Million
Q4 2025

A detailed history of Peak Financial Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Peak Financial Advisors LLC holds 2,465 shares of QQQM stock, worth $617,852. This represents 0.4% of its overall portfolio holdings.

Number of Shares

2,465

Previous 2,919 15.55%

Holding current value

$617,852

Previous $721,000 14.42%

% of portfolio

0.4%

Previous 0.45%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$242.67 - $261.79 $110,172 - $118,852	-454 Reduced 15.55%	2,465 $617,000
Q3 2025 Oct 08, 2025	BUY	$225.11 - $247.9 $41,870 - $46,109	186 Added 6.81%	2,919 $721,000
Q2 2025 Jul 07, 2025	SELL	$171.4 - $227.1 $979,893 - $1.3 Million	-5,717 Reduced 67.66%	2,733 $620,000
Q1 2025 Apr 10, 2025	BUY	$192.82 - $222.1 $836,645 - $963,691	4,339 Added 105.55%	8,450 $1.63 Million
Q4 2024 Jan 14, 2025	BUY	$198.04 - $221.51 $1,386 - $1,550	7 Added 0.17%	4,111 $865,000

Q3 2024 Oct 09, 2024	SELL	$178.94 - $207.0 $26,125 - $30,222	-146 Reduced 3.44%	4,104 $824,000
Q2 2024 Jul 12, 2024	BUY	$170.63 - $199.67 $29,860 - $34,942	175 Added 4.29%	4,250 $837,000
Q1 2024 Apr 12, 2024	BUY	$163.11 - $183.59 $15,495 - $17,441	95 Added 2.39%	4,075 $744,000
Q4 2023 Jan 10, 2024	BUY	$141.26 - $169.35 $209,912 - $251,654	1,486 Added 59.58%	3,980 $670,000
Q3 2023 Oct 10, 2023	BUY	$145.69 - $158.7 $95,718 - $104,265	657 Added 35.76%	2,494 $367,000
Q2 2023 Jul 10, 2023	SELL	$127.48 - $152.29 $129,137 - $154,269	-1,013 Reduced 35.54%	1,837 $279,000
Q1 2023 Apr 18, 2023	BUY	$107.7 - $132.01 $108,777 - $133,330	1,010 Added 54.89%	2,850 $376,000
Q4 2022 Jan 12, 2023	BUY	$107.0 - $120.86 $196,880 - $222,382	1,840 New	1,840 $202 Million

Others Institutions Holding QQQM

# of Institutions

1,142

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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Peak Financial Advisors LLC Invesco Exchange Traded Fd Tr Transaction History