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 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.04% |
$108 - $132
|
2.3K
$494K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1+ 0.09% |
$108 - $132
|
1.07K
$229K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-3- 0.26% |
$323 - $396
|
1.14K
$244K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-11- 0.12% |
$1.18K - $1.45K
|
8.89K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-26- 0.34% |
$2.8K - $3.43K
|
7.53K
$1.62M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-43- 0.29% |
$4.63K - $5.68K
|
14.9K
$3.19M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 1.37% |
$5.39K - $6.6K
|
3.6K
$773K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-63- 1.77% |
$6.79K - $8.32K
|
3.49K
$749K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-85- 0.54% |
$9.15K - $11.2K
|
15.5K
$3.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-89- 0.23% |
$9.59K - $11.7K
|
38K
$8.16M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-96- 0.88% |
$10.3K - $12.7K
|
10.8K
$2.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-108- 8.28% |
$11.6K - $14.3K
|
1.2K
$257K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-125- 0.42% |
$13.5K - $16.5K
|
30K
$6.44M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-161Closed |
$17.3K - $21.3K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-180- 62.07% |
$19.4K - $23.8K
|
110
$23.6K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-190- 3.77% |
$20.5K - $25.1K
|
4.85K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-193- 3.94% |
$20.8K - $25.5K
|
4.71K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-201- 40.85% |
$21.6K - $26.5K
|
291
$62.5K
|
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-229- 2.84% |
$24.7K - $30.2K
|
7.82K
$1.68M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-234- 11.32% |
$25.2K - $30.9K
|
1.83K
$394K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-265- 14.36% |
$28.5K - $35K
|
1.58K
$340K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-329- 3.75% |
$35.4K - $43.4K
|
8.45K
$1.81M
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-373- 5.03% |
$40.2K - $49.2K
|
7.05K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-375- 1.78% |
$40.4K - $49.5K
|
20.7K
$4.44M
|
|
|
May 12, 2023
Q1 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-400- 2.61% |
$43.1K - $52.8K
|
14.9K
$3.21M
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-409- 12.09% |
$44K - $54K
|
2.97K
$639K
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-423- 2.29% |
$45.6K - $55.8K
|
18K
$3.88M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-468- 51.71% |
$50.4K - $61.8K
|
437
$93.9K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-530- 11.78% |
$57.1K - $70K
|
3.97K
$853K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-583- 14.37% |
$62.8K - $77K
|
3.48K
$746K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-628- 1.92% |
$67.6K - $82.9K
|
32.1K
$6.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-702- 46.21% |
$75.6K - $92.7K
|
817
$175K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-710- 6.88% |
$76.5K - $93.7K
|
9.61K
$2.06M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-865- 98.86% |
$93.2K - $114K
|
10
$2.15K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-916- 72.76% |
$98.7K - $121K
|
343
$73.7K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-919- 19.24% |
$99K - $121K
|
3.86K
$829K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-949- 2.24% |
$102K - $125K
|
41.3K
$8.88M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-978- 49.12% |
$105K - $129K
|
1.01K
$218K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.03K- 0.26% |
$111K - $136K
|
395K
$84.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.31K- 2.61% |
$142K - $173K
|
49.1K
$10.5M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.45K- 2.49% |
$156K - $191K
|
56.7K
$12.2M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-1.48K- 79.48% |
$159K - $195K
|
381
$81.8K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.63K- 12.81% |
$176K - $216K
|
11.1K
$2.39M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.82K- 4.46% |
$196K - $240K
|
39K
$8.38M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.02K- 2.15% |
$217K - $266K
|
91.6K
$19.7M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.34K- 2.51% |
$251K - $308K
|
90.8K
$19.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-2.66K- 17.05% |
$286K - $351K
|
12.9K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.67K- 59.53% |
$288K - $353K
|
1.82K
$390K
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-3K- 5.05% |
$323K - $395K
|
56.3K
$12.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.1K- 48.95% |
$441K - $541K
|
4.27K
$918K
|