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 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
46New |
$7.5K - $8.45K
|
46
$9.88K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
42+ 2.66% |
$6.85K - $7.71K
|
1.62K
$349K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
41+ 1.1% |
$6.69K - $7.53K
|
3.76K
$806K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
36New |
$5.87K - $6.61K
|
36
$7.73K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
34+ 106.25% |
$5.55K - $6.24K
|
66
$14.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
34New |
$5.55K - $6.24K
|
34
$7.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
33New |
$5.38K - $6.06K
|
33
$7.09K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
33+ 1.82% |
$5.38K - $6.06K
|
1.85K
$398K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
29New |
$4.73K - $5.32K
|
29
$6.23K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
28New |
$4.57K - $5.14K
|
28
$6.01K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
24+ 36.92% |
$3.91K - $4.41K
|
89
$19.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
17New |
$2.77K - $3.12K
|
17
$3.65K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
13+ 0.49% |
$2.12K - $2.39K
|
2.64K
$568K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12+ 41.38% |
$1.96K - $2.2K
|
41
$8.81K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
12New |
$1.96K - $2.2K
|
12
$2.58K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
11+ 0.82% |
$1.79K - $2.02K
|
1.35K
$289K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
10+ 0.17% |
$1.63K - $1.84K
|
5.97K
$1.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
10+ 142.86% |
$1.63K - $1.84K
|
17
$3.65K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.12% |
$1.47K - $1.65K
|
7.28K
$1.56M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7+ 0.44% |
$1.14K - $1.29K
|
1.6K
$343K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6+ 3.24% |
$979 - $1.1K
|
191
$41K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 100.0% |
$489 - $551
|
6
$1.29K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.09% |
$489 - $551
|
3.33K
$715K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.18% |
$489 - $551
|
1.68K
$360K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2+ 0.11% |
$326 - $367
|
1.81K
$389K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2+ 0.11% |
$326 - $367
|
1.78K
$383K
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
2+ 0.15% |
$326 - $367
|
1.3K
$280K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.08% |
$326 - $367
|
2.47K
$531K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.24% |
$163 - $184
|
423
$90.9K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.24% |
$163 - $184
|
426
$91.5K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.04% |
$163 - $184
|
2.59K
$556K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1New |
$163 - $184
|
1
$215
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 7.69% |
$163 - $184
|
12
$2.58K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-1- 0.04% |
$163 - $184
|
2.23K
$478K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 2.96% |
$652 - $734
|
131
$28.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-8- 4.97% |
$1.3K - $1.47K
|
153
$32.9K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-11- 0.34% |
$1.79K - $2.02K
|
3.19K
$684K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-13- 0.74% |
$2.12K - $2.39K
|
1.75K
$377K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-15- 0.53% |
$2.45K - $2.75K
|
2.79K
$600K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-18- 0.38% |
$2.94K - $3.3K
|
4.7K
$1.01M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-18- 72.0% |
$2.94K - $3.3K
|
7
$1.5K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-20- 0.27% |
$3.26K - $3.67K
|
7.5K
$1.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-22- 1.47% |
$3.59K - $4.04K
|
1.48K
$317K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-27- 1.2% |
$4.4K - $4.96K
|
2.23K
$479K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-30- 0.33% |
$4.89K - $5.51K
|
8.96K
$1.92M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-30- 7.79% |
$4.89K - $5.51K
|
355
$76.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33- 50.0% |
$5.38K - $6.06K
|
33
$7.09K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-35- 3.16% |
$5.71K - $6.43K
|
1.07K
$230K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-37- 6.89% |
$6.04K - $6.79K
|
500
$107K
|