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
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.17KNew |
$1.17M - $1.32M
|
7.17K
$1.52M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.08KNew |
$1.15M - $1.3M
|
7.08K
$1.5M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.91K+ 42.63% |
$1.13M - $1.27M
|
23.1K
$4.89M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.91K+ 502.25% |
$1.13M - $1.27M
|
8.29K
$1.75M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6.57K+ 80.03% |
$1.07M - $1.21M
|
14.8K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
6.47KNew |
$1.05M - $1.19M
|
6.47K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
6.41K+ 7.33% |
$1.05M - $1.18M
|
93.9K
$19.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6.24K+ 6.56% |
$1.02M - $1.15M
|
101K
$21.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
6.13K+ 86.26% |
$999K - $1.12M
|
13.2K
$2.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.81K+ 14.67% |
$948K - $1.07M
|
45.4K
$9.61M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.76KNew |
$939K - $1.06M
|
5.76K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
5.67KNew |
$925K - $1.04M
|
5.67K
$1.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
5.67K+ 95.39% |
$925K - $1.04M
|
11.6K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.66K+ 10.49% |
$923K - $1.04M
|
59.6K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.47K+ 5.41% |
$893K - $1M
|
107K
$22.5M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.32K+ 3.98% |
$868K - $977K
|
139K
$29.4M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.27K+ 14.82% |
$859K - $967K
|
40.8K
$8.63M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5.2K+ 179.49% |
$848K - $954K
|
8.09K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.18KNew |
$845K - $951K
|
5.18K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.1K+ 12.62% |
$832K - $936K
|
45.5K
$9.62M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5.05K+ 15.7% |
$824K - $927K
|
37.2K
$7.87M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4.95K+ 8.98% |
$807K - $909K
|
60K
$12.7M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
4.91K+ 79.08% |
$800K - $901K
|
11.1K
$2.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.82KNew |
$787K - $886K
|
4.82K
$1.02M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.64K+ 288.73% |
$756K - $851K
|
6.24K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.57K+ 17.56% |
$745K - $839K
|
30.6K
$6.47M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.57K+ 15.54% |
$745K - $838K
|
33.9K
$7.17M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.55K+ 194.82% |
$742K - $835K
|
6.88K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
4.54K+ 92.81% |
$741K - $834K
|
9.44K
$2M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
4.53KNew |
$738K - $831K
|
4.53K
$956K
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
4.53KNew |
$738K - $831K
|
4.53K
$956K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.5K+ 20.95% |
$734K - $827K
|
26K
$5.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.49K+ 16.22% |
$733K - $825K
|
32.2K
$6.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.44K+ 19.95% |
$724K - $815K
|
26.7K
$5.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.34K+ 55.43% |
$708K - $797K
|
12.2K
$2.57M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.34K+ 4.21% |
$708K - $797K
|
107K
$22.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
4.2K+ 34.96% |
$685K - $771K
|
16.2K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.17K+ 20.11% |
$680K - $765K
|
24.9K
$5.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.09K+ 73.76% |
$667K - $751K
|
9.63K
$2.04M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.07K+ 5.4% |
$665K - $748K
|
79.5K
$16.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4KNew |
$652K - $733K
|
4K
$844K
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
3.99K+ 7.05% |
$651K - $733K
|
60.6K
$12.8M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.94K+ 120.63% |
$642K - $722K
|
7.2K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3.89KNew |
$634K - $713K
|
3.89K
$821K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.84K+ 317.18% |
$627K - $705K
|
5.05K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.75KNew |
$611K - $688K
|
3.75K
$792K
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
3.75KNew |
$611K - $688K
|
3.75K
$792K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.48K+ 8.29% |
$568K - $639K
|
45.5K
$9.61M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.46K+ 2885.83% |
$565K - $636K
|
3.58K
$757K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.46KNew |
$564K - $634K
|
3.46K
$730K
|