Peak Financial Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Peak Financial Advisors LLC

$156 Million
Q4 2024

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 4,111 shares of QQQM stock, worth $890,483. This represents 0.55% of its overall portfolio holdings.

Number of Shares

4,111

Previous 4,104 0.17%

Holding current value

$890,483

Previous $824,000 4.98%

% of portfolio

0.55%

Previous 0.52%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

884

Shares Held

98.1M

Call Options Held

678K

Put Options Held

170K

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