Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.15M+ 2121.2% |
$339M - $416M
|
3.3M
$661M
|
|
May 09, 2023
Q1 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
2.63MNew |
$283M - $347M
|
2.63M
$528M
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.46M+ 87.2% |
$265M - $325M
|
5.28M
$1.06B
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.52M+ 961.7% |
$164M - $201M
|
1.68M
$337M
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.11MNew |
$119M - $146M
|
1.11M
$222M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
482K+ 25.36% |
$51.9M - $63.6M
|
2.38M
$478M
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
402KNew |
$43.3M - $53.1M
|
402K
$80.7M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
395KNew |
$42.5M - $52.1M
|
395K
$79.2M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
348K+ 171.13% |
$37.4M - $45.9M
|
551K
$111M
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
331K+ 113.02% |
$35.7M - $43.7M
|
624K
$125M
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
296KNew |
$31.9M - $39.1M
|
296K
$59.4M
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
235K+ 44.21% |
$25.3M - $31M
|
766K
$154M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
200KNew |
$21.5M - $26.4M
|
200K
$40M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
172K+ 92.53% |
$18.5M - $22.7M
|
358K
$71.9M
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
155K+ 127.72% |
$16.6M - $20.4M
|
275K
$55.3M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
142K+ 1945.26% |
$15.3M - $18.8M
|
150K
$30M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
137K+ 145.12% |
$14.8M - $18.1M
|
232K
$46.6M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
125KNew |
$13.4M - $16.5M
|
125K
$25M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
121K+ 197.17% |
$13M - $16M
|
182K
$36.6M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
114K+ 20.94% |
$12.3M - $15.1M
|
661K
$133M
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
114K+ 1085.09% |
$12.2M - $15M
|
124K
$24.9M
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
98.5K+ 2743.98% |
$10.6M - $13M
|
102K
$20.5M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
87.6K+ 16.25% |
$9.43M - $11.6M
|
626K
$126M
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
77.6K+ 308.83% |
$8.36M - $10.2M
|
103K
$20.6M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
75.5K+ 1956.13% |
$8.13M - $9.97M
|
79.4K
$15.9M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
66.9K+ 2515.94% |
$7.21M - $8.83M
|
69.6K
$14M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
64.3KNew |
$6.92M - $8.49M
|
64.3K
$12.9M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
59.6KNew |
$6.41M - $7.86M
|
59.6K
$11.9M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
59.5K+ 502.62% |
$6.41M - $7.86M
|
71.4K
$14.3M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
57.3K+ 38.65% |
$6.17M - $7.57M
|
206K
$41.3M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
55.9K+ 108.25% |
$6.02M - $7.38M
|
108K
$21.6M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
55.3K+ 4194.39% |
$5.96M - $7.3M
|
56.6K
$11.4M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
52K+ 36.5% |
$5.6M - $6.86M
|
194K
$39M
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
47.8KNew |
$5.14M - $6.31M
|
47.8K
$9.58M
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
47.5KNew |
$5.11M - $6.27M
|
47.5K
$9.53M
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
47.5KNew |
$5.11M - $6.27M
|
47.5K
$9.52M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46.9K+ 29.65% |
$5.05M - $6.19M
|
205K
$41.1M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45.3K+ 1630.38% |
$4.88M - $5.99M
|
48.1K
$9.65M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
45.1K+ 29.31% |
$4.86M - $5.96M
|
199K
$40M
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
44.1K+ 1065.43% |
$4.75M - $5.82M
|
48.2K
$9.68M
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40.8KNew |
$4.4M - $5.39M
|
40.8K
$8.19M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.1K+ 12190.88% |
$4.32M - $5.29M
|
40.4K
$8.11M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.1K+ 27.39% |
$4.32M - $5.29M
|
187K
$37.4M
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
33.1KNew |
$3.56M - $4.37M
|
33.1K
$6.64M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
32.2KNew |
$3.47M - $4.25M
|
32.2K
$6.46M
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
32K+ 7.2% |
$3.44M - $4.22M
|
476K
$95.5M
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
31.6KNew |
$3.4M - $4.17M
|
31.6K
$6.33M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.5K+ 435.99% |
$3.39M - $4.15M
|
38.7K
$7.76M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.3K+ 227.0% |
$3.26M - $4M
|
43.6K
$8.75M
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
BUY
|
- |
30.1KNew |
$3.24M - $3.97M
|
30.1K
$6.03M
|