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 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
22.9K+ 1874.59% |
$4.41M - $5.08M
|
24.1K
$5.23M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
22.2K+ 24.85% |
$4.27M - $4.92M
|
111K
$24.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
21.9K+ 1145.3% |
$4.23M - $4.87M
|
23.9K
$5.18M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
21.8KNew |
$4.21M - $4.84M
|
21.8K
$4.74M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
19.7K+ 118.91% |
$3.81M - $4.39M
|
36.4K
$7.89M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
17.6K+ 16.75% |
$3.4M - $3.92M
|
123K
$26.7M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17.4K+ 5.04% |
$3.35M - $3.86M
|
362K
$78.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
17.2K+ 1.64% |
$3.32M - $3.83M
|
1.07M
$233M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
16.1K+ 45.04% |
$3.1M - $3.57M
|
51.7K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
15.7K+ 14.98% |
$3.04M - $3.5M
|
121K
$26.2M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
15.2K+ 13.96% |
$2.94M - $3.39M
|
125K
$27M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15.2K+ 392.16% |
$2.92M - $3.37M
|
19K
$4.13M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
14.9K+ 219.12% |
$2.87M - $3.31M
|
21.7K
$4.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
14.2K+ 67.59% |
$2.74M - $3.15M
|
35.2K
$7.65M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14.1K+ 646.54% |
$2.72M - $3.13M
|
16.3K
$3.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
13.3K+ 13.77% |
$2.57M - $2.96M
|
110K
$23.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13.1K+ 80.22% |
$2.52M - $2.9M
|
29.4K
$6.38M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.8K+ 86.07% |
$2.47M - $2.85M
|
27.7K
$6.02M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
12.4KNew |
$2.39M - $2.76M
|
12.4K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
11.8K+ 70.63% |
$2.27M - $2.62M
|
28.5K
$6.18M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.6K+ 14.19% |
$2.23M - $2.57M
|
93K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
11.5K+ 94.57% |
$2.22M - $2.56M
|
23.7K
$5.15M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.1K+ 23.23% |
$2.13M - $2.46M
|
58.7K
$12.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.1K+ 32.05% |
$2.13M - $2.45M
|
45.5K
$9.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.9K+ 613.7% |
$2.1M - $2.42M
|
12.7K
$2.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
10.5K+ 7.71% |
$2.02M - $2.33M
|
146K
$31.8M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
10.2KNew |
$1.96M - $2.26M
|
10.2K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.2K+ 35.56% |
$1.96M - $2.26M
|
38.7K
$8.41M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
10.1K+ 8.69% |
$1.95M - $2.24M
|
126K
$27.4M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10K+ 91.64% |
$1.93M - $2.23M
|
21K
$4.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10K+ 28.48% |
$1.93M - $2.22M
|
45.1K
$9.8M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
9.93KNew |
$1.92M - $2.21M
|
9.93K
$2.16M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.62K+ 710.26% |
$1.86M - $2.14M
|
11K
$2.38M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.47K+ 96.74% |
$1.83M - $2.1M
|
19.2K
$4.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.38KNew |
$1.81M - $2.08M
|
9.38K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
9.29KNew |
$1.79M - $2.06M
|
9.29K
$2.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
9.24K+ 20.45% |
$1.78M - $2.05M
|
54.4K
$11.8M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
9.02K+ 46.45% |
$1.74M - $2M
|
28.5K
$6.18M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
8.72K+ 37.67% |
$1.68M - $1.94M
|
31.9K
$6.92M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
8.64K+ 299.13% |
$1.67M - $1.92M
|
11.5K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.57K+ 16.05% |
$1.65M - $1.9M
|
62K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.52K+ 93.91% |
$1.64M - $1.89M
|
17.6K
$3.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
8.52K+ 26.23% |
$1.64M - $1.89M
|
41K
$8.9M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8.31K+ 4.66% |
$1.6M - $1.85M
|
187K
$40.5M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.14K+ 14.22% |
$1.57M - $1.81M
|
65.4K
$14.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.13K+ 6.3% |
$1.57M - $1.81M
|
137K
$29.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
8.1K+ 190.84% |
$1.56M - $1.8M
|
12.3K
$2.68M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.64K+ 24.86% |
$1.47M - $1.7M
|
38.4K
$8.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.55K+ 16.26% |
$1.46M - $1.68M
|
54K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7.37KNew |
$1.42M - $1.64M
|
7.37K
$1.6M
|