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 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
991+ 18.35% |
$162K - $182K
|
6.39K
$1.37M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
968+ 13828.57% |
$158K - $178K
|
975
$209K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
955+ 4.65% |
$156K - $175K
|
21.5K
$4.62M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
934New |
$152K - $171K
|
934
$201K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
922+ 77.28% |
$150K - $169K
|
2.12K
$454K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
884+ 73.61% |
$144K - $162K
|
2.09K
$448K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
863+ 23.04% |
$141K - $158K
|
4.61K
$990K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
830+ 10.73% |
$135K - $152K
|
8.56K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
813+ 3871.43% |
$133K - $149K
|
834
$179K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
798+ 1.6% |
$130K - $147K
|
50.7K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
798+ 16.79% |
$130K - $147K
|
5.55K
$1.19M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
773+ 11.12% |
$126K - $142K
|
7.73K
$1.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
705+ 1.67% |
$115K - $129K
|
42.9K
$9.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
679+ 4.79% |
$111K - $125K
|
14.9K
$3.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
626+ 30.99% |
$102K - $115K
|
2.65K
$568K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
625New |
$102K - $115K
|
625
$134K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
622+ 41.86% |
$101K - $114K
|
2.11K
$453K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
615New |
$100K - $113K
|
615
$132K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
614+ 13.59% |
$100K - $113K
|
5.13K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
604+ 35.06% |
$98.5K - $111K
|
2.33K
$500K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
600+ 24.48% |
$97.9K - $110K
|
3.05K
$655K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
570+ 7.06% |
$93K - $105K
|
8.64K
$1.86M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
557New |
$90.9K - $102K
|
557
$120K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
553+ 14.52% |
$90.2K - $102K
|
4.36K
$937K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
535+ 12.84% |
$87.3K - $98.2K
|
4.7K
$1.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
534+ 2.82% |
$87.1K - $98K
|
19.5K
$4.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
516+ 11.01% |
$84.2K - $94.7K
|
5.2K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
511+ 77.42% |
$83.3K - $93.8K
|
1.17K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
474+ 1.24% |
$77.3K - $87K
|
38.8K
$8.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
463+ 0.72% |
$75.5K - $85K
|
64.7K
$13.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
461+ 100.22% |
$75.2K - $84.6K
|
921
$198K
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
454+ 32.34% |
$74.1K - $83.3K
|
1.86K
$399K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
454+ 4.23% |
$74.1K - $83.3K
|
11.2K
$2.4M
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
454+ 32.34% |
$74.1K - $83.3K
|
1.86K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
448+ 1.37% |
$73.1K - $82.2K
|
33.1K
$7.1M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
442+ 3.35% |
$72.1K - $81.1K
|
13.6K
$2.93M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
424+ 29.46% |
$69.2K - $77.8K
|
1.86K
$400K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
415+ 30.18% |
$67.7K - $76.2K
|
1.79K
$384K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
415+ 0.93% |
$67.7K - $76.2K
|
45K
$9.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
366+ 18.13% |
$59.7K - $67.2K
|
2.39K
$512K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
364New |
$59.4K - $66.8K
|
364
$78.2K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
360+ 4.73% |
$58.7K - $66.1K
|
7.97K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
360+ 26.59% |
$58.7K - $66.1K
|
1.71K
$368K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
354+ 71.81% |
$57.7K - $65K
|
847
$182K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
350+ 24.19% |
$57.1K - $64.3K
|
1.8K
$386K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
339+ 4.97% |
$55.3K - $62.2K
|
7.16K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
328+ 1.13% |
$53.5K - $60.2K
|
29.3K
$6.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
322+ 2146.67% |
$52.5K - $59.1K
|
337
$72.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
318+ 7.45% |
$51.9K - $58.4K
|
4.59K
$985K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
304New |
$49.6K - $55.8K
|
304
$65.3K
|