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
|
Advisory Services Network, LLC
|
BUY
|
- |
720+ 2.96% |
$139K - $160K
|
25K
$5.44M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
710+ 16.34% |
$137K - $158K
|
5.06K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
706+ 11.59% |
$136K - $157K
|
6.8K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
696+ 25.9% |
$134K - $155K
|
3.38K
$734K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
680+ 0.98% |
$131K - $151K
|
70.1K
$15.2M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
677+ 0.42% |
$131K - $150K
|
163K
$35.4M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
673+ 47.33% |
$130K - $149K
|
2.1K
$455K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
664+ 10.47% |
$128K - $147K
|
7K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
662+ 19.07% |
$128K - $147K
|
4.13K
$898K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
656+ 4.4% |
$126K - $146K
|
15.6K
$3.38M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
654+ 3.18% |
$126K - $145K
|
21.2K
$4.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
652+ 8.79% |
$126K - $145K
|
8.07K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
623+ 18.78% |
$120K - $138K
|
3.94K
$855K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
616+ 8.67% |
$119K - $137K
|
7.72K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
614+ 65.25% |
$118K - $136K
|
1.56K
$338K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
602+ 29.12% |
$116K - $134K
|
2.67K
$579K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
594New |
$115K - $132K
|
594
$129K
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
578+ 5.68% |
$111K - $128K
|
10.8K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
573+ 7.21% |
$110K - $127K
|
8.53K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
570+ 11.71% |
$110K - $127K
|
5.44K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
568+ 12.37% |
$110K - $126K
|
5.16K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
567+ 2.29% |
$109K - $126K
|
25.4K
$5.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
565+ 5.62% |
$109K - $125K
|
10.6K
$2.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
564+ 9.21% |
$109K - $125K
|
6.69K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
559+ 860.0% |
$108K - $124K
|
624
$135K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
543+ 40.61% |
$105K - $121K
|
1.88K
$408K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
540+ 6.66% |
$104K - $120K
|
8.65K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
538+ 8.3% |
$104K - $119K
|
7.02K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
512+ 6.76% |
$98.7K - $114K
|
8.09K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
496+ 5.58% |
$95.6K - $110K
|
9.39K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
490New |
$94.5K - $109K
|
490
$106K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
487+ 42.13% |
$93.9K - $108K
|
1.64K
$357K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
466+ 1725.93% |
$89.9K - $103K
|
493
$107K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
464New |
$89.5K - $103K
|
464
$101K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
459+ 21.37% |
$88.5K - $102K
|
2.61K
$566K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
458+ 0.63% |
$88.3K - $102K
|
73.6K
$16M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
439+ 5.51% |
$84.6K - $97.5K
|
8.4K
$1.82M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
423+ 99.3% |
$81.6K - $93.9K
|
849
$184K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
417+ 311.19% |
$80.4K - $92.6K
|
551
$120K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
413+ 5.06% |
$79.6K - $91.7K
|
8.58K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
413+ 17.08% |
$79.6K - $91.7K
|
2.83K
$615K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
405+ 19.53% |
$78.1K - $90K
|
2.48K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
400+ 54.42% |
$77.1K - $88.8K
|
1.14K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
398+ 18.01% |
$76.7K - $88.4K
|
2.61K
$566K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
392+ 8.94% |
$75.6K - $87.1K
|
4.78K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
391New |
$75.4K - $86.8K
|
391
$84.9K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
390+ 4.2% |
$75.2K - $86.6K
|
9.69K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
389+ 17.39% |
$75K - $86.4K
|
2.63K
$570K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
388+ 36.71% |
$74.8K - $86.2K
|
1.45K
$314K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
383+ 2.19% |
$73.9K - $85.1K
|
17.9K
$3.88M
|