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
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
26.1KNew |
$4.27M - $4.8M
|
26.1K
$5.53M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
26K+ 1269.89% |
$4.24M - $4.77M
|
28K
$5.92M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
25.7KNew |
$4.19M - $4.71M
|
25.7K
$5.42M
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
25.5K+ 38.69% |
$4.16M - $4.68M
|
91.4K
$19.3M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
25.1K+ 250.57% |
$4.1M - $4.61M
|
35.1K
$7.42M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.6K+ 17.01% |
$3.85M - $4.33M
|
162K
$34.3M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.6K+ 13.06% |
$3.52M - $3.96M
|
187K
$39.5M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
21.4K+ 563.63% |
$3.49M - $3.93M
|
25.2K
$5.33M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21.1K+ 98.61% |
$3.45M - $3.88M
|
42.6K
$8.99M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
19.4K+ 2.81% |
$3.16M - $3.56M
|
708K
$150M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.9K+ 129.79% |
$3.08M - $3.46M
|
33.4K
$7.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.8K+ 99.19% |
$3.07M - $3.45M
|
37.7K
$7.98M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
17.8K+ 1.43% |
$2.9M - $3.27M
|
1.26M
$267M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.9K+ 43.16% |
$2.59M - $2.92M
|
52.7K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.9K+ 168.41% |
$2.59M - $2.92M
|
25.3K
$5.35M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.8K+ 7.21% |
$2.58M - $2.91M
|
235K
$49.7M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.1KNew |
$2.47M - $2.78M
|
15.1K
$3.2M
|
|
|
May 06, 2024
Q1 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
14.1K+ 9.47% |
$2.29M - $2.58M
|
163K
$34.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
13.5K+ 23.8% |
$2.2M - $2.47M
|
70K
$14.8M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13.1K+ 237.57% |
$2.13M - $2.4M
|
18.6K
$3.92M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.2KNew |
$2M - $2.25M
|
12.2K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.2K+ 92.02% |
$1.98M - $2.23M
|
25.4K
$5.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
12.1K+ 9.4% |
$1.97M - $2.22M
|
141K
$29.7M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
12.1K+ 205.66% |
$1.97M - $2.21M
|
17.9K
$3.79M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.3K+ 16.8% |
$1.84M - $2.07M
|
78.5K
$16.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
11K+ 9.39% |
$1.79M - $2.02M
|
128K
$27M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.8KNew |
$1.77M - $1.99M
|
10.8K
$2.29M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10.8K+ 29.04% |
$1.76M - $1.98M
|
47.9K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10.7K+ 10.54% |
$1.75M - $1.97M
|
112K
$23.8M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
10.5K+ 10.38% |
$1.72M - $1.93M
|
112K
$23.7M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 72.69% |
$1.65M - $1.86M
|
24.1K
$5.09M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.9KNew |
$1.62M - $1.82M
|
9.9K
$2.09M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9.87K+ 222.96% |
$1.61M - $1.81M
|
14.3K
$3.02M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.5KNew |
$1.55M - $1.74M
|
9.5K
$2.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
9.06K+ 8.0% |
$1.48M - $1.66M
|
122K
$25.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8.96K+ 608.97% |
$1.46M - $1.64M
|
10.4K
$2.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
8.91K+ 27.67% |
$1.45M - $1.64M
|
41.1K
$8.69M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.71K+ 38.61% |
$1.42M - $1.6M
|
31.3K
$6.61M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.69KNew |
$1.42M - $1.6M
|
8.69K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
8.58K+ 10.74% |
$1.4M - $1.58M
|
88.4K
$18.7M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
8.5KNew |
$1.39M - $1.56M
|
8.5K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
8.45K+ 14.34% |
$1.38M - $1.55M
|
67.4K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
8.4K+ 6.6% |
$1.37M - $1.54M
|
136K
$28.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
8.37K+ 171.51% |
$1.37M - $1.54M
|
13.3K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
8.14K+ 15.29% |
$1.33M - $1.49M
|
61.4K
$13M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.1KNew |
$1.32M - $1.49M
|
8.1K
$1.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.47K+ 2.57% |
$1.22M - $1.37M
|
298K
$62.9M
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7.45K+ 1.71% |
$1.21M - $1.37M
|
442K
$93.5M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.39K+ 184.34% |
$1.21M - $1.36M
|
11.4K
$2.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
7.28K+ 8.07% |
$1.19M - $1.34M
|
97.4K
$20.6M
|