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 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.1K- 48.95% |
$441K - $541K
|
4.27K
$852K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.32K- 45.28% |
$465K - $570K
|
5.22K
$1.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.64K- 15.81% |
$500K - $613K
|
24.7K
$4.93M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.84K- 9.11% |
$521K - $639K
|
48.3K
$9.64M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.38K- 2.8% |
$580K - $710K
|
187K
$37.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-6.01K- 46.31% |
$647K - $793K
|
6.97K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.25K- 77.42% |
$673K - $825K
|
1.82K
$364K
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-6.96K- 22.12% |
$750K - $919K
|
24.5K
$4.89M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.57K- 51.23% |
$923K - $1.13M
|
8.16K
$1.63M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-8.91K- 21.37% |
$959K - $1.18M
|
32.8K
$6.53M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-8.93K- 48.67% |
$962K - $1.18M
|
9.42K
$1.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.36K- 90.88% |
$1.01M - $1.24M
|
939
$187K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-9.47K- 36.6% |
$1.02M - $1.25M
|
16.4K
$3.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-9.87K- 11.71% |
$1.06M - $1.3M
|
74.4K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.3K- 13.06% |
$1.1M - $1.35M
|
68.3K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-10.7K- 18.32% |
$1.15M - $1.41M
|
47.5K
$9.47M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-11.7K- 75.65% |
$1.26M - $1.54M
|
3.76K
$749K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-12.3K- 66.75% |
$1.32M - $1.62M
|
6.12K
$1.22M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.1K- 12.28% |
$1.62M - $1.99M
|
108K
$21.4M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-17.2K- 16.55% |
$1.86M - $2.28M
|
86.9K
$17.3M
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-17.5K- 52.74% |
$1.88M - $2.3M
|
15.6K
$3.12M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-17.8K- 58.43% |
$1.92M - $2.35M
|
12.7K
$2.53M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-21.2K- 70.85% |
$2.29M - $2.8M
|
8.74K
$1.74M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-24K- 75.47% |
$2.59M - $3.17M
|
7.82K
$1.56M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-27K- 20.77% |
$2.91M - $3.57M
|
103K
$20.6M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-49.8K- 21.28% |
$5.37M - $6.58M
|
184K
$36.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-55.1K- 27.98% |
$5.93M - $7.27M
|
142K
$28.3M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-55.9K- 51.98% |
$6.02M - $7.38M
|
51.6K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-91.8K- 51.55% |
$9.89M - $12.1M
|
86.3K
$17.2M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-125K- 96.68% |
$13.5M - $16.5M
|
4.3K
$858K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-175K- 94.46% |
$18.9M - $23.1M
|
10.3K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-283K- 24.95% |
$30.5M - $37.4M
|
851K
$170M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-633K- 32.67% |
$68.2M - $83.6M
|
1.31M
$260M
|
|
|
May 16, 2024
Q1 2023
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-673KClosed |
$72.5M - $88.8M
|
0
$0
|