Sax Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 443,394 shares of QQQM stock, worth $111 Million. This represents 5.37% of its overall portfolio holdings.

Number of Shares

443,394

Previous 401,956 10.31%

Holding current value

$111 Million

Previous $99.3 Million 11.88%

% of portfolio

5.37%

Previous 5.41%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$242.67 - $261.79 $10.1 Million - $10.8 Million	41,438 Added 10.31%	443,394 $111 Million
Q3 2025 Oct 20, 2025	BUY	$225.11 - $247.9 $7.23 Million - $7.96 Million	32,129 Added 8.69%	401,956 $99.3 Million
Q2 2025 Jul 23, 2025	BUY	$171.4 - $227.1 $1.3 Million - $1.72 Million	7,585 Added 2.09%	369,827 $84 Million
Q1 2025 May 14, 2025	BUY	$192.82 - $222.1 $3.35 Million - $3.86 Million	17,387 Added 5.04%	362,242 $69.9 Million
Q4 2024 Jan 15, 2025	BUY	$198.04 - $221.51 $8.71 Million - $9.74 Million	43,957 Added 14.61%	344,855 $72.6 Million

Q3 2024 Oct 17, 2024	BUY	$178.94 - $207.0 $2.95 Million - $3.41 Million	16,477 Added 5.79%	300,898 $60.4 Million
Q2 2024 Jul 12, 2024	BUY	$170.63 - $199.67 $4.18 Million - $4.89 Million	24,509 Added 9.43%	284,421 $56.1 Million
Q1 2024 May 13, 2024	BUY	$163.11 - $183.59 $26.2 Million - $29.5 Million	160,440 Added 161.29%	259,912 $47.5 Million
Q4 2023 Feb 14, 2024	BUY	$141.26 - $169.35 $3.15 Million - $3.78 Million	22,303 Added 28.9%	99,472 $16.8 Million
Q3 2023 Nov 07, 2023	BUY	$145.69 - $158.7 $2.92 Million - $3.18 Million	20,057 Added 35.12%	77,169 $11.4 Million
Q2 2023 Aug 10, 2023	BUY	$127.48 - $152.29 $2.62 Million - $3.13 Million	20,541 Added 56.17%	57,112 $8.68 Million
Q1 2023 May 05, 2023	BUY	$107.7 - $132.01 $2.05 Million - $2.51 Million	19,026 Added 108.44%	36,571 $4.83 Million
Q4 2022 Feb 06, 2023	BUY	$107.0 - $120.86 $609,151 - $688,055	5,693 Added 48.03%	17,545 $1.92 Million
Q3 2022 Nov 08, 2022	BUY	$109.95 - $137.02 $1.3 Million - $1.62 Million	11,852 New	11,852 $1.3 Million

Others Institutions Holding QQQM

# of Institutions

1,138

Shares Held

113M

Call Options Held

920K

Put Options Held

735K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History