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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.65K+ 589.29% |
$269K - $303K
|
1.93K
$408K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.65K+ 49.06% |
$269K - $303K
|
5.01K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.65KNew |
$269K - $303K
|
1.65K
$349K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.64KNew |
$267K - $301K
|
1.64K
$346K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.64K+ 163800.0% |
$267K - $301K
|
1.64K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.64K+ 87.9% |
$267K - $300K
|
3.5K
$739K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.63K+ 70.5% |
$265K - $298K
|
3.93K
$831K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.61KNew |
$263K - $296K
|
1.61K
$341K
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.6K+ 11.86% |
$261K - $293K
|
15.1K
$3.19M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.58K+ 48.54% |
$257K - $289K
|
4.82K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.56K+ 25.94% |
$254K - $285K
|
7.55K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.55K+ 0.96% |
$252K - $284K
|
162K
$34.3M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.54K+ 210.64% |
$252K - $283K
|
2.28K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.54K+ 4.66% |
$251K - $283K
|
34.5K
$7.3M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.51KNew |
$246K - $277K
|
1.51K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.51K+ 33.75% |
$246K - $277K
|
5.97K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.49K+ 117.24% |
$243K - $273K
|
2.76K
$583K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.48K+ 25.87% |
$241K - $271K
|
7.18K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.47K+ 40.75% |
$240K - $270K
|
5.08K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.45KNew |
$236K - $266K
|
1.45K
$306K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
1.43KNew |
$234K - $263K
|
1.43K
$303K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.42KNew |
$231K - $260K
|
1.42K
$299K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.41K+ 2.33% |
$229K - $258K
|
61.8K
$13.1M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.4KNew |
$229K - $257K
|
1.4K
$296K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.37K+ 25.48% |
$224K - $252K
|
6.76K
$1.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.37KNew |
$224K - $252K
|
1.37K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.36KNew |
$221K - $249K
|
1.36K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 1.53% |
$220K - $248K
|
89.4K
$18.9M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.35KNew |
$220K - $247K
|
1.35K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.33K+ 3.99% |
$216K - $243K
|
34.6K
$7.31M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.3K+ 45.97% |
$211K - $238K
|
4.12K
$870K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.29KNew |
$210K - $236K
|
1.29K
$272K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.26KNew |
$206K - $232K
|
1.26K
$267K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.25K+ 30.38% |
$203K - $229K
|
5.35K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.22KNew |
$200K - $225K
|
1.22K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.22KNew |
$199K - $224K
|
1.22K
$258K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
1.2K+ 44.13% |
$196K - $221K
|
3.93K
$830K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1.2KNew |
$196K - $220K
|
1.2K
$254K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.2KNew |
$195K - $220K
|
1.2K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.19KNew |
$194K - $219K
|
1.19K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.19KNew |
$193K - $218K
|
1.19K
$250K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.17K+ 41.37% |
$190K - $214K
|
3.98K
$841K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.16KNew |
$190K - $213K
|
1.16K
$246K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
1.14KNew |
$186K - $209K
|
1.14K
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.12KNew |
$183K - $205K
|
1.12K
$237K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.1K+ 38.28% |
$180K - $203K
|
3.99K
$843K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.1KNew |
$179K - $202K
|
1.1K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.09K+ 5.52% |
$178K - $200K
|
20.8K
$4.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.01K+ 16.47% |
$164K - $185K
|
7.12K
$1.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
991+ 18.35% |
$162K - $182K
|
6.39K
$1.35M
|