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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2- 0.06% |
$386 - $444
|
3.46K
$752K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-7- 0.27% |
$1.35K - $1.55K
|
2.55K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8- 0.53% |
$1.54K - $1.78K
|
1.5K
$325K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8- 0.6% |
$1.54K - $1.78K
|
1.34K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-10- 0.66% |
$1.93K - $2.22K
|
1.5K
$325K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-10- 2.1% |
$1.93K - $2.22K
|
466
$101K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12- 2.33% |
$2.31K - $2.67K
|
502
$109K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-15- 0.69% |
$2.89K - $3.33K
|
2.16K
$469K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-17- 70.83% |
$3.28K - $3.78K
|
7
$1.52K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-17- 18.48% |
$3.28K - $3.78K
|
75
$16.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-18- 0.46% |
$3.47K - $4K
|
3.92K
$851K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-20- 7.94% |
$3.86K - $4.44K
|
232
$50.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-20- 1.24% |
$3.86K - $4.44K
|
1.6K
$347K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-23- 0.66% |
$4.43K - $5.11K
|
3.45K
$750K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-26- 29.21% |
$5.01K - $5.77K
|
63
$13.7K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-27- 2.51% |
$5.21K - $6K
|
1.05K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-34- 1.82% |
$6.56K - $7.55K
|
1.84K
$399K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-40- 2.3% |
$7.71K - $8.88K
|
1.7K
$369K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-44- 1.16% |
$8.48K - $9.77K
|
3.76K
$817K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-46- 3.28% |
$8.87K - $10.2K
|
1.36K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-48- 0.94% |
$9.26K - $10.7K
|
5.05K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-48- 4.04% |
$9.26K - $10.7K
|
1.14K
$248K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-51- 1.63% |
$9.83K - $11.3K
|
3.08K
$669K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-53- 0.98% |
$10.2K - $11.8K
|
5.37K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-54- 0.26% |
$10.4K - $12K
|
20.5K
$4.44M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-58- 0.16% |
$11.2K - $12.9K
|
36.4K
$7.9M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-60- 2.41% |
$11.6K - $13.3K
|
2.43K
$527K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-70- 8.41% |
$13.5K - $15.5K
|
762
$165K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-70- 5.06% |
$13.5K - $15.5K
|
1.31K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-78Closed |
$15K - $17.3K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-79- 0.02% |
$15.2K - $17.5K
|
440K
$95.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-80- 2.22% |
$15.4K - $17.8K
|
3.52K
$765K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-82- 4.7% |
$15.8K - $18.2K
|
1.66K
$361K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-85- 0.81% |
$16.4K - $18.9K
|
10.4K
$2.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-85- 0.08% |
$16.4K - $18.9K
|
110K
$23.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-86- 86.87% |
$16.6K - $19.1K
|
13
$2.82K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-91- 3.12% |
$17.5K - $20.2K
|
2.82K
$613K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-92- 0.24% |
$17.7K - $20.4K
|
38.3K
$8.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-92- 0.14% |
$17.7K - $20.4K
|
65.5K
$14.2M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-103- 69.13% |
$19.9K - $22.9K
|
46
$9.99K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-106- 2.03% |
$20.4K - $23.5K
|
5.12K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-110- 2.48% |
$21.2K - $24.4K
|
4.32K
$938K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-118- 2.95% |
$22.8K - $26.2K
|
3.88K
$843K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-120- 0.93% |
$23.1K - $26.7K
|
12.8K
$2.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-126- 2.16% |
$24.3K - $28K
|
5.71K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-130- 2.16% |
$25.1K - $28.9K
|
5.89K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-130- 0.75% |
$25.1K - $28.9K
|
17.3K
$3.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-131- 9.17% |
$25.3K - $29.1K
|
1.3K
$282K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-134- 57.26% |
$25.8K - $29.8K
|
100
$21.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-134- 1.78% |
$25.8K - $29.8K
|
7.4K
$1.61M
|