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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
244New |
$26.3K - $32.2K
|
244
$52.5K
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
232+ 8.69% |
$25K - $30.6K
|
2.9K
$624K
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
229+ 1.12% |
$24.7K - $30.2K
|
20.6K
$4.43M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
228New |
$24.6K - $30.1K
|
228
$49K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
201+ 8.08% |
$21.6K - $26.5K
|
2.69K
$578K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
201+ 8.08% |
$21.6K - $26.5K
|
2.69K
$578K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
189+ 7.85% |
$20.4K - $24.9K
|
2.6K
$558K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
186New |
$20K - $24.6K
|
186
$40K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
178+ 395.56% |
$19.2K - $23.5K
|
223
$47.9K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
177+ 4.33% |
$19.1K - $23.4K
|
4.26K
$917K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
174New |
$18.7K - $23K
|
174
$37.4K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
173+ 62.23% |
$18.6K - $22.8K
|
451
$97K
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
BUY
|
- |
164+ 5.0% |
$17.7K - $21.6K
|
3.45K
$741K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
127New |
$13.7K - $16.8K
|
127
$27.3K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
112+ 0.6% |
$12.1K - $14.8K
|
18.9K
$4.07M
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
106New |
$11.4K - $14K
|
106
$22.8K
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
104+ 2.04% |
$11.2K - $13.7K
|
5.2K
$1.12M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
100New |
$10.8K - $13.2K
|
100
$21.5K
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
92+ 1.25% |
$9.91K - $12.1K
|
7.42K
$1.6M
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
92+ 3.08% |
$9.91K - $12.1K
|
3.08K
$661K
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
82+ 1.09% |
$8.83K - $10.8K
|
7.59K
$1.63M
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
80+ 3.08% |
$8.62K - $10.6K
|
2.68K
$576K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
77+ 1.76% |
$8.29K - $10.2K
|
4.46K
$959K
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
75+ 1.2% |
$8.08K - $9.9K
|
6.33K
$1.36M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
72New |
$7.75K - $9.5K
|
72
$15.5K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
60New |
$6.46K - $7.92K
|
60
$12.9K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
59+ 236.0% |
$6.35K - $7.79K
|
84
$18.1K
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
53+ 1.09% |
$5.71K - $7K
|
4.9K
$1.05M
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
52+ 2.62% |
$5.6K - $6.86K
|
2.04K
$438K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
51+ 48.11% |
$5.49K - $6.73K
|
157
$33.8K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
31+ 21.68% |
$3.34K - $4.09K
|
174
$37.4K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
25+ 0.18% |
$2.69K - $3.3K
|
13.7K
$2.95M
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
17New |
$1.83K - $2.24K
|
17
$3.65K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16+ 20.78% |
$1.72K - $2.11K
|
93
$20K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12+ 0.35% |
$1.29K - $1.58K
|
3.44K
$739K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
11+ 22.92% |
$1.18K - $1.45K
|
59
$12.7K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10New |
$1.08K - $1.32K
|
10
$2.15K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10New |
$1.08K - $1.32K
|
10
$2.15K
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$969 - $1.19K
|
9
$1.93K
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
9+ 0.06% |
$969 - $1.19K
|
14.4K
$3.1M
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.22% |
$754 - $924
|
3.23K
$694K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6New |
$646 - $792
|
6
$1.29K
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
5+ 0.21% |
$539 - $660
|
2.44K
$524K
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$539 - $660
|
5
$1.07K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5+ 0.1% |
$539 - $660
|
4.93K
$1.06M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 6.67% |
$323 - $396
|
48
$10.3K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.14% |
$323 - $396
|
2.23K
$478K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3New |
$323 - $396
|
3
$645
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.24% |
$108 - $132
|
424
$91.2K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.72% |
$108 - $132
|
140
$30.1K
|