Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
34+ 0.07% |
$4.33K - $5.18K
|
47.5K
$8.69M
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
30+ 0.15% |
$3.82K - $4.57K
|
20.7K
$3.79M
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23+ 0.08% |
$2.93K - $3.5K
|
30K
$5.48M
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
23+ 0.94% |
$2.93K - $3.5K
|
2.46K
$449K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22+ 0.54% |
$2.8K - $3.35K
|
4.08K
$746K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
17New |
$2.17K - $2.59K
|
17
$3.11K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
17New |
$2.17K - $2.59K
|
17
$3.11K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
16+ 1.96% |
$2.04K - $2.44K
|
833
$152K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
16New |
$2.04K - $2.44K
|
16
$2.93K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
14+ 82.35% |
$1.78K - $2.13K
|
31
$5.67K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
12New |
$1.53K - $1.83K
|
12
$2.19K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10+ 0.58% |
$1.27K - $1.52K
|
1.73K
$315K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10+ 0.58% |
$1.27K - $1.52K
|
1.73K
$315K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
8New |
$1.02K - $1.22K
|
8
$1.46K
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$637 - $761
|
3.23K
$591K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 8.33% |
$510 - $609
|
52
$9.51K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.13% |
$382 - $457
|
2.23K
$407K
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.04% |
$255 - $305
|
4.85K
$887K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.08% |
$255 - $305
|
2.51K
$460K
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1New |
$127 - $152
|
1
$183
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 1.27% |
$255 - $305
|
155
$28.3K
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-4- 0.17% |
$510 - $609
|
2.29K
$419K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-10- 0.99% |
$1.27K - $1.52K
|
1K
$183K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 29.76% |
$3.19K - $3.81K
|
59
$10.8K
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-40- 1.7% |
$5.1K - $6.09K
|
2.31K
$422K
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-41- 1.06% |
$5.23K - $6.24K
|
3.82K
$698K
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-42- 1.04% |
$5.35K - $6.4K
|
3.98K
$728K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-47- 9.79% |
$5.99K - $7.16K
|
433
$79.2K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-52- 0.47% |
$6.63K - $7.92K
|
11.1K
$2.02M
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-55- 18.9% |
$7.01K - $8.38K
|
236
$43.2K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-56- 93.33% |
$7.14K - $8.53K
|
4
$731
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-60- 1.05% |
$7.65K - $9.14K
|
5.68K
$1.04M
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-84- 79.25% |
$10.7K - $12.8K
|
22
$4.02K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-111- 8.43% |
$14.2K - $16.9K
|
1.21K
$221K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-112- 10.71% |
$14.3K - $17.1K
|
934
$171K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-135- 60.54% |
$17.2K - $20.6K
|
88
$16.1K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-153- 1.19% |
$19.5K - $23.3K
|
12.7K
$2.32M
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-163- 57.8% |
$20.8K - $24.8K
|
119
$21.8K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-185- 4.87% |
$23.6K - $28.2K
|
3.61K
$661K
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-201- 0.82% |
$25.6K - $30.6K
|
24.3K
$4.45M
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-203- 1.36% |
$25.9K - $30.9K
|
14.7K
$2.7M
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-203- 1.48% |
$25.9K - $30.9K
|
13.5K
$2.48M
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-216- 70.82% |
$27.5K - $32.9K
|
89
$16.3K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-216- 18.05% |
$27.5K - $32.9K
|
981
$179K
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-232- 10.51% |
$29.6K - $35.3K
|
1.98K
$361K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-244Closed |
$31.1K - $37.2K
|
0
$0
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-244- 3.29% |
$31.1K - $37.2K
|
7.18K
$1.31M
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-260- 31.18% |
$33.1K - $39.6K
|
574
$105K
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-315- 4.03% |
$40.2K - $48K
|
7.51K
$1.37M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-332- 3.45% |
$42.3K - $50.6K
|
9.28K
$1.7M
|