Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q1 2025. 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 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
62.6K+ 382.6% |
$12.1M - $13.9M
|
79K
$14.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
35.3K+ 19202.17% |
$6.81M - $7.85M
|
35.5K
$6.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
33KNew |
$6.36M - $7.33M
|
33K
$6.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
33KNew |
$6.36M - $7.32M
|
33K
$6.03M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
31.3KNew |
$6.04M - $6.96M
|
31.3K
$5.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
31.1KNew |
$6.01M - $6.92M
|
31.1K
$5.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30K+ 7.87% |
$5.79M - $6.67M
|
412K
$75.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
23.5K+ 204.72% |
$4.53M - $5.22M
|
35K
$6.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
21.9K+ 1145.3% |
$4.23M - $4.87M
|
23.9K
$4.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
13.3K+ 13.77% |
$2.57M - $2.96M
|
110K
$20.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13.1K+ 80.22% |
$2.52M - $2.9M
|
29.4K
$5.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.9K+ 613.7% |
$2.1M - $2.42M
|
12.7K
$2.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
10.5K+ 7.71% |
$2.02M - $2.33M
|
146K
$26.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
9.24K+ 20.45% |
$1.78M - $2.05M
|
54.4K
$9.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.52K+ 93.91% |
$1.64M - $1.89M
|
17.6K
$3.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
8.52K+ 26.23% |
$1.64M - $1.89M
|
41K
$7.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.13K+ 6.3% |
$1.57M - $1.81M
|
137K
$25.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
7.01KNew |
$1.35M - $1.56M
|
7.01K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
7K+ 43.58% |
$1.35M - $1.55M
|
23.1K
$4.22M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
6.93K+ 4.78% |
$1.34M - $1.54M
|
152K
$27.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.72K+ 7.7% |
$1.29M - $1.49M
|
93.9K
$17.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.91K+ 4.66% |
$1.14M - $1.31M
|
133K
$24.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
5.65K+ 5.3% |
$1.09M - $1.25M
|
112K
$20.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.38K+ 24.58% |
$1.04M - $1.2M
|
27.3K
$4.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.94K+ 4.6% |
$952K - $1.1M
|
112K
$20.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.92KNew |
$948K - $1.09M
|
4.92K
$899K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.64K+ 3.95% |
$895K - $1.03M
|
122K
$22.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.36K+ 170.76% |
$841K - $969K
|
6.92K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
4.34K+ 105.55% |
$837K - $964K
|
8.45K
$1.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
4.15K+ 119.44% |
$800K - $921K
|
7.62K
$1.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.77K+ 76.36% |
$726K - $836K
|
8.7K
$1.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
3.42K+ 2.39% |
$659K - $759K
|
147K
$26.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.36K+ 64.45% |
$648K - $746K
|
8.57K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.18K+ 9.55% |
$612K - $705K
|
36.4K
$6.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
3.08K+ 22.26% |
$594K - $684K
|
16.9K
$3.09M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.53KNew |
$487K - $561K
|
2.53K
$462K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.19K+ 13.44% |
$422K - $486K
|
18.5K
$3.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.17KNew |
$419K - $483K
|
2.17K
$398K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
2.08K+ 95.19% |
$401K - $462K
|
4.26K
$779K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.02K+ 13.43% |
$389K - $448K
|
17K
$3.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.99K+ 334.79% |
$384K - $442K
|
2.59K
$473K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.84K+ 58.33% |
$354K - $408K
|
4.98K
$911K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.82K+ 6.34% |
$352K - $405K
|
30.6K
$5.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.74K+ 137.36% |
$335K - $386K
|
3.01K
$549K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.66KNew |
$320K - $369K
|
1.66K
$304K
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.48KNew |
$286K - $329K
|
1.48K
$271K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.47K+ 65.0% |
$283K - $326K
|
3.72K
$681K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.45KNew |
$280K - $323K
|
1.45K
$266K
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.36KNew |
$261K - $301K
|
1.36K
$248K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.33K+ 31.45% |
$257K - $296K
|
5.57K
$1.02M
|