Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q1 2024. 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 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.95M+ 34.65% |
$317M - $357M
|
7.56M
$1.6B
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
944K+ 950.58% |
$154M - $173M
|
1.04M
$221M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
701K+ 14.01% |
$114M - $129M
|
5.71M
$1.21B
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
476K+ 26.83% |
$77.7M - $87.5M
|
2.25M
$476M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
476K+ 26.83% |
$77.7M - $87.5M
|
2.25M
$476M
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
383K+ 1241.65% |
$62.5M - $70.4M
|
414K
$87.6M
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
337KNew |
$54.9M - $61.8M
|
337K
$71.1M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
168K+ 465.11% |
$27.4M - $30.8M
|
204K
$43.1M
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
160K+ 161.29% |
$26.2M - $29.5M
|
260K
$54.9M
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
153KNew |
$25M - $28.1M
|
153K
$32.3M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
137K+ 39.5% |
$22.3M - $25.1M
|
482K
$102M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
132K+ 31.13% |
$21.5M - $24.2M
|
554K
$117M
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
130KNew |
$21.3M - $23.9M
|
130K
$27.5M
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
104KNew |
$17M - $19.2M
|
104K
$22.1M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
98.9K+ 7.42% |
$16.1M - $18.2M
|
1.43M
$302M
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
95.2K+ 294.18% |
$15.5M - $17.5M
|
128K
$27M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
84.7K+ 3448.66% |
$13.8M - $15.5M
|
87.2K
$18.4M
|
|
Apr 23, 2024
Q1 2024
|
Ams Capital Ltda
|
BUY
|
- |
83.1KNew |
$13.6M - $15.3M
|
83.1K
$17.6M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
80.2K+ 5.95% |
$13.1M - $14.7M
|
1.43M
$302M
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
74.2K+ 115.8% |
$12.1M - $13.6M
|
138K
$29.2M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
73.9K+ 5.87% |
$12.1M - $13.6M
|
1.33M
$282M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70.7K+ 22.43% |
$11.5M - $13M
|
386K
$81.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
66.6K+ 71.26% |
$10.9M - $12.2M
|
160K
$33.8M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
65.5KNew |
$10.7M - $12M
|
65.5K
$13.9M
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
64.8KNew |
$10.6M - $11.9M
|
64.8K
$13.7M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
61K+ 19.72% |
$9.95M - $11.2M
|
370K
$78.3M
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
57K+ 58.0% |
$9.3M - $10.5M
|
155K
$32.8M
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
55.4K+ 577.66% |
$9.03M - $10.2M
|
65K
$13.7M
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
55.3K+ 142.19% |
$9.02M - $10.1M
|
94.1K
$19.9M
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
54.4K+ 797.99% |
$8.87M - $9.99M
|
61.2K
$12.9M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
53.9K+ 151.69% |
$8.8M - $9.9M
|
89.5K
$18.9M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
52.2KNew |
$8.51M - $9.58M
|
52.2K
$11M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.3K+ 25.79% |
$7.71M - $8.68M
|
231K
$48.7M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
47.1K+ 19.09% |
$7.69M - $8.65M
|
294K
$62.1M
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
46.4K+ 74.1% |
$7.57M - $8.53M
|
109K
$23.1M
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
BUY
|
- |
46.1KNew |
$7.51M - $8.46M
|
46.1K
$9.74M
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
45.9KNew |
$7.49M - $8.43M
|
45.9K
$9.7M
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
44.6KNew |
$7.27M - $8.18M
|
44.6K
$9.42M
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
44.1KNew |
$7.2M - $8.1M
|
44.1K
$9.32M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
41.8K+ 121.82% |
$6.82M - $7.68M
|
76.1K
$16.1M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.5K+ 5.29% |
$6.77M - $7.62M
|
826K
$175M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36.8K+ 4.93% |
$6.01M - $6.76M
|
784K
$166M
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
35.9K+ 82.32% |
$5.85M - $6.59M
|
79.5K
$16.8M
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
35.8K+ 17.03% |
$5.84M - $6.58M
|
246K
$52M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35.5K+ 36.79% |
$5.79M - $6.52M
|
132K
$27.9M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34.4K+ 24.18% |
$5.6M - $6.31M
|
176K
$37.3M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.8K+ 10.56% |
$5.52M - $6.21M
|
354K
$74.9M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30.6KNew |
$4.99M - $5.62M
|
30.6K
$6.46M
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
29.3K+ 34.72% |
$4.78M - $5.38M
|
114K
$24M
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
28.3K+ 35.21% |
$4.61M - $5.19M
|
109K
$22.9M
|