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
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
301+ 8.09% |
$49.1K - $55.3K
|
4.02K
$850K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
296+ 5.02% |
$48.3K - $54.3K
|
6.19K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
295+ 10.52% |
$48.1K - $54.2K
|
3.1K
$655K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
293+ 22.23% |
$47.8K - $53.8K
|
1.61K
$340K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
292+ 5.3% |
$47.6K - $53.6K
|
5.8K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
286+ 6.05% |
$46.6K - $52.5K
|
5.01K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
286+ 147.42% |
$46.6K - $52.5K
|
480
$101K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
280+ 1.52% |
$45.7K - $51.4K
|
18.8K
$3.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
271+ 1.75% |
$44.2K - $49.8K
|
15.8K
$3.34M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
268+ 2.49% |
$43.7K - $49.2K
|
11K
$2.33M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
261+ 26100.0% |
$42.6K - $47.9K
|
262
$55.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
257+ 5.16% |
$41.9K - $47.2K
|
5.24K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
233+ 0.19% |
$38K - $42.8K
|
120K
$25.4M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
205+ 8.2% |
$33.4K - $37.6K
|
2.71K
$572K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
190+ 15.29% |
$31K - $34.9K
|
1.43K
$303K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
187+ 3.8% |
$30.5K - $34.3K
|
5.1K
$1.08M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
182+ 2.01% |
$29.7K - $33.4K
|
9.22K
$1.95M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
182+ 1.49% |
$29.7K - $33.4K
|
12.4K
$2.63M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
166+ 5.41% |
$27.1K - $30.5K
|
3.23K
$683K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
162+ 8.88% |
$26.4K - $29.7K
|
1.99K
$420K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
152New |
$24.8K - $27.9K
|
152
$32.1K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
150+ 0.87% |
$24.5K - $27.5K
|
17.4K
$3.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
142+ 14.33% |
$23.2K - $26.1K
|
1.13K
$239K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
132+ 0.36% |
$21.5K - $24.2K
|
37.1K
$7.85M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
130+ 3.68% |
$21.2K - $23.9K
|
3.66K
$774K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
128New |
$20.9K - $23.5K
|
128
$27.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
120+ 0.4% |
$19.6K - $22K
|
30.3K
$6.41M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
110New |
$17.9K - $20.2K
|
110
$23.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
107+ 2.5% |
$17.5K - $19.6K
|
4.39K
$928K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
104+ 6.88% |
$17K - $19.1K
|
1.62K
$341K
|
|
|
Apr 30, 2024
Q1 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
100+ 0.14% |
$16.3K - $18.4K
|
70.5K
$14.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
96New |
$15.7K - $17.6K
|
96
$20.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
95+ 2.39% |
$15.5K - $17.4K
|
4.08K
$861K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
93New |
$15.2K - $17.1K
|
93
$19.7K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
92+ 3.98% |
$15K - $16.9K
|
2.4K
$507K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
90+ 5.06% |
$14.7K - $16.5K
|
1.87K
$395K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
88+ 1.31% |
$14.4K - $16.2K
|
6.79K
$1.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
87+ 7.29% |
$14.2K - $16K
|
1.28K
$271K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
84+ 11.93% |
$13.7K - $15.4K
|
788
$167K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
77New |
$12.6K - $14.1K
|
77
$16.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
74+ 4.12% |
$12.1K - $13.6K
|
1.87K
$395K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
72+ 9.08% |
$11.7K - $13.2K
|
865
$183K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
69+ 1.55% |
$11.3K - $12.7K
|
4.51K
$953K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
66+ 0.85% |
$10.8K - $12.1K
|
7.82K
$1.65M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
66+ 10.48% |
$10.8K - $12.1K
|
696
$147K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
63+ 0.09% |
$10.3K - $11.6K
|
70.9K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
59+ 1.03% |
$9.62K - $10.8K
|
5.79K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
56+ 0.47% |
$9.13K - $10.3K
|
12K
$2.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
49New |
$7.99K - $9K
|
49
$10.4K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
46New |
$7.5K - $8.45K
|
46
$9.72K
|