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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
29.8KNew |
$3.21M - $3.93M
|
29.8K
$6.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
28.4KNew |
$3.06M - $3.75M
|
28.4K
$6.09M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.3K+ 674.09% |
$3.05M - $3.74M
|
32.5K
$6.98M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
26.9KNew |
$2.9M - $3.55M
|
26.9K
$5.78M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
26.3KNew |
$2.83M - $3.47M
|
26.3K
$5.64M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.2KNew |
$2.71M - $3.33M
|
25.2K
$5.41M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.3K+ 934.29% |
$2.62M - $3.21M
|
26.9K
$5.78M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
21.5K+ 439.05% |
$2.31M - $2.83M
|
26.4K
$5.66M
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
21.3KNew |
$2.29M - $2.81M
|
21.3K
$4.57M
|
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
21.3KNew |
$2.29M - $2.81M
|
21.3K
$4.57M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
21.2KNew |
$2.29M - $2.8M
|
21.2K
$4.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.9K+ 13.67% |
$2.14M - $2.62M
|
165K
$35.5M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
19.5K+ 87.02% |
$2.1M - $2.58M
|
41.9K
$9.01M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19K+ 108.44% |
$2.05M - $2.51M
|
36.6K
$7.85M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
18.6K+ 23.1% |
$2.01M - $2.46M
|
99.3K
$21.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
18.4K+ 65.87% |
$1.98M - $2.43M
|
46.4K
$9.96M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.4K+ 1.88% |
$1.98M - $2.43M
|
996K
$214M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
16.9K+ 16.96% |
$1.82M - $2.23M
|
117K
$25M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
16.6K+ 26.05% |
$1.79M - $2.19M
|
80.2K
$17.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15.2K+ 15.13% |
$1.64M - $2.01M
|
116K
$24.9M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
15.2KNew |
$1.63M - $2M
|
15.2K
$3.26M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
14.1KNew |
$1.51M - $1.85M
|
14.1K
$3.02M
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
13.3K+ 293.25% |
$1.44M - $1.76M
|
17.9K
$3.84M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.8KNew |
$1.38M - $1.69M
|
12.8K
$2.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 10.93% |
$1.38M - $1.69M
|
130K
$27.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12.8K+ 242.96% |
$1.38M - $1.69M
|
18K
$3.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.5K+ 11.24% |
$1.34M - $1.65M
|
123K
$26.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
12.2KNew |
$1.31M - $1.61M
|
12.2K
$2.62M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12K+ 58.78% |
$1.29M - $1.58M
|
32.4K
$6.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.4KNew |
$1.23M - $1.5M
|
11.4K
$2.44M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.3K+ 329.71% |
$1.21M - $1.49M
|
14.7K
$3.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9KNew |
$1.17M - $1.44M
|
10.9K
$2.34M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10.8KNew |
$1.16M - $1.42M
|
10.8K
$2.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.5KNew |
$1.13M - $1.39M
|
10.5K
$2.26M
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
10.4K+ 33.3% |
$1.12M - $1.37M
|
41.5K
$8.92M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.2K+ 13.3% |
$1.1M - $1.35M
|
86.9K
$18.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
BUY
|
- |
9.35K+ 6.36% |
$1.01M - $1.23M
|
156K
$33.6M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.18K+ 43.56% |
$989K - $1.21M
|
30.3K
$6.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
9.14KNew |
$985K - $1.21M
|
9.14K
$1.96M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.96KNew |
$965K - $1.18M
|
8.96K
$1.92M
|
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
BUY
|
- |
8.74K+ 3.71% |
$941K - $1.15M
|
244K
$52.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.61KNew |
$928K - $1.14M
|
8.61K
$1.85M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.37KNew |
$901K - $1.1M
|
8.37K
$1.8M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
8.14K+ 133.54% |
$876K - $1.07M
|
14.2K
$3.06M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
7.26KNew |
$782K - $959K
|
7.26K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.07K+ 7.65% |
$761K - $933K
|
99.4K
$21.4M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
6.82K+ 4.6% |
$735K - $900K
|
155K
$33.3M
|
|
|
May 08, 2023
Q1 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
6.67KNew |
$718K - $880K
|
6.67K
$1.43M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
6.63K+ 7.87% |
$714K - $876K
|
91K
$19.5M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
6.33K+ 5918.69% |
$682K - $836K
|
6.44K
$1.38M
|