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 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-8.17K- 7.07% |
$1.57M - $1.81M
|
107K
$23.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-8.22K- 49.57% |
$1.59M - $1.83M
|
8.37K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-8.56K- 60.18% |
$1.65M - $1.9M
|
5.66K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-8.77K- 36.7% |
$1.69M - $1.95M
|
15.1K
$3.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.95K- 82.93% |
$1.73M - $1.99M
|
1.84K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.2K- 50.27% |
$1.77M - $2.04M
|
9.1K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-9.63K- 98.75% |
$1.86M - $2.14M
|
122
$26.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.1K- 2.64% |
$1.94M - $2.23M
|
371K
$80.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4K- 40.39% |
$2.01M - $2.32M
|
15.4K
$3.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-10.9K- 7.87% |
$2.11M - $2.43M
|
128K
$27.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-10.9K- 14.79% |
$2.11M - $2.43M
|
63.1K
$13.7M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.1K- 72.87% |
$2.14M - $2.47M
|
4.14K
$898K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-12K- 14.98% |
$2.32M - $2.67M
|
68.3K
$14.8M
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-12.5K- 12.38% |
$2.41M - $2.78M
|
88.5K
$19.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-14K- 19.64% |
$2.7M - $3.12M
|
57.4K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-14.2K- 75.44% |
$2.74M - $3.16M
|
4.63K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-14.5K- 46.96% |
$2.79M - $3.22M
|
16.4K
$3.55M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-14.6K- 25.52% |
$2.82M - $3.25M
|
42.7K
$9.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.9K- 7.87% |
$2.88M - $3.31M
|
175K
$37.9M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-15.2K- 8.06% |
$2.93M - $3.37M
|
173K
$37.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-16.5K- 37.71% |
$3.19M - $3.67M
|
27.3K
$5.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-16.9K- 71.33% |
$3.26M - $3.75M
|
6.79K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17K- 62.1% |
$3.28M - $3.77M
|
10.4K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.8K- 13.25% |
$3.62M - $4.17M
|
123K
$26.7M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-18.9K- 91.74% |
$3.64M - $4.2M
|
1.7K
$370K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-19.3K- 64.32% |
$3.73M - $4.3M
|
10.7K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-19.5K- 1.09% |
$3.77M - $4.34M
|
1.77M
$385M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-20.6K- 4.66% |
$3.98M - $4.58M
|
422K
$91.7M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-21.5K- 64.03% |
$4.14M - $4.77M
|
12.1K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-21.8K- 59.28% |
$4.2M - $4.84M
|
15K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22K- 11.04% |
$4.25M - $4.9M
|
178K
$38.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-22.7K- 61.61% |
$4.37M - $5.03M
|
14.1K
$3.07M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-22.9K- 96.09% |
$4.41M - $5.08M
|
932
$202K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-23K- 0.47% |
$4.44M - $5.12M
|
4.83M
$1.05B
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-23.2K- 8.73% |
$4.47M - $5.15M
|
243K
$52.7M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-23.4K- 68.68% |
$4.51M - $5.19M
|
10.7K
$2.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-25.5K- 36.2% |
$4.92M - $5.67M
|
45K
$9.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32.7K- 11.4% |
$6.3M - $7.26M
|
254K
$55.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-33K- 54.86% |
$6.36M - $7.32M
|
27.1K
$5.89M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-33.9K- 6.82% |
$6.53M - $7.52M
|
463K
$101M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-34.7K- 29.45% |
$6.7M - $7.72M
|
83.2K
$18.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-35.1K- 79.67% |
$6.77M - $7.8M
|
8.96K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-35.3K- 99.48% |
$6.81M - $7.85M
|
184
$39.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-36.7K- 63.19% |
$7.07M - $8.14M
|
21.4K
$4.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-41.2K- 22.23% |
$7.95M - $9.15M
|
144K
$31.3M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-41.3K- 59.23% |
$7.96M - $9.16M
|
28.4K
$6.17M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-48.1K- 6.72% |
$9.28M - $10.7M
|
668K
$145M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-56.6K- 41.46% |
$10.9M - $12.6M
|
79.9K
$17.3M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-59.1K- 72.85% |
$11.4M - $13.1M
|
22K
$4.78M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-65.3K- 85.76% |
$12.6M - $14.5M
|
10.8K
$2.35M
|