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 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
3.62K+ 13.83% |
$697K - $803K
|
29.8K
$6.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
BUY
|
- |
3.49K+ 8.89% |
$673K - $775K
|
42.7K
$9.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
3.42K+ 2.39% |
$659K - $759K
|
147K
$31.8M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
3.41KNew |
$658K - $758K
|
3.41K
$741K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.36K+ 64.45% |
$648K - $746K
|
8.57K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.3K+ 8.58% |
$636K - $733K
|
41.8K
$9.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.29K+ 17.3% |
$635K - $732K
|
22.3K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.27K+ 261.55% |
$631K - $727K
|
4.52K
$982K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.24KNew |
$626K - $720K
|
3.24K
$704K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.22K+ 9.55% |
$621K - $715K
|
36.9K
$8.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.18K+ 9.55% |
$612K - $705K
|
36.4K
$7.91M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.1K+ 96.88% |
$598K - $689K
|
6.3K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
3.08K+ 22.26% |
$594K - $684K
|
16.9K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
3.04KNew |
$586K - $675K
|
3.04K
$660K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.03K+ 3.48% |
$583K - $672K
|
89.9K
$19.5M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
2.9K+ 58.83% |
$559K - $644K
|
7.83K
$1.7M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
2.87K+ 72.94% |
$554K - $638K
|
6.81K
$1.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.81K+ 25.09% |
$542K - $624K
|
14K
$3.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
2.78KNew |
$536K - $617K
|
2.78K
$603K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.66K+ 10.62% |
$512K - $590K
|
27.6K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.65K+ 40.36% |
$512K - $589K
|
9.23K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
2.65K+ 3.51% |
$511K - $588K
|
78.1K
$17M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
2.63K+ 12.89% |
$508K - $585K
|
23.1K
$5.01M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
2.58KNew |
$497K - $573K
|
2.58K
$560K
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
2.55K+ 4.58% |
$491K - $565K
|
58.1K
$12.6M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.53KNew |
$487K - $561K
|
2.53K
$549K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.52K+ 1.26% |
$486K - $559K
|
202K
$43.9M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.51K+ 107.69% |
$483K - $557K
|
4.83K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.49K+ 182.98% |
$481K - $554K
|
3.86K
$837K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.49K+ 66.81% |
$480K - $553K
|
6.22K
$1.35M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.45K+ 2.43% |
$473K - $544K
|
103K
$22.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.44K+ 6.86% |
$470K - $542K
|
38K
$8.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.37K+ 24.99% |
$457K - $527K
|
11.9K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.33KNew |
$450K - $518K
|
2.33K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.28K+ 86.83% |
$440K - $507K
|
4.91K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.26K+ 17.69% |
$435K - $502K
|
15K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.23K+ 102.06% |
$429K - $494K
|
4.41K
$957K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.2KNew |
$423K - $488K
|
2.2K
$477K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.19K+ 13.44% |
$422K - $486K
|
18.5K
$4.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.17KNew |
$419K - $483K
|
2.17K
$472K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
2.15K+ 14.19% |
$415K - $478K
|
17.3K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.13K+ 15.13% |
$411K - $474K
|
16.2K
$3.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.13K+ 61.15% |
$410K - $472K
|
5.6K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
2.08K+ 95.19% |
$401K - $462K
|
4.26K
$925K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.06K+ 2.79% |
$397K - $457K
|
75.8K
$16.5M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.03K+ 19.24% |
$392K - $452K
|
12.6K
$2.74M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.02K+ 13.43% |
$389K - $448K
|
17K
$3.7M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2KNew |
$386K - $444K
|
2K
$434K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.99K+ 334.79% |
$384K - $442K
|
2.59K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.93K+ 73.83% |
$372K - $428K
|
4.54K
$985K
|