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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-334- 0.45% |
$42.6K - $50.9K
|
74.1K
$14.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-340- 18.55% |
$43.3K - $51.8K
|
1.49K
$296K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-368- 1.3% |
$46.9K - $56K
|
28K
$5.55M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-417- 14.02% |
$53.2K - $63.5K
|
2.56K
$506K
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
SELL
|
- |
-451- 15.85% |
$57.5K - $68.7K
|
2.39K
$474K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-543- 2.37% |
$69.2K - $82.7K
|
22.4K
$4.43M
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-546- 3.89% |
$69.6K - $83.2K
|
13.5K
$2.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-558- 2.23% |
$71.1K - $85K
|
24.5K
$4.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-580- 17.63% |
$73.9K - $88.3K
|
2.71K
$537K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-637- 5.47% |
$81.2K - $97K
|
11K
$2.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-663- 7.46% |
$84.5K - $101K
|
8.23K
$1.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-680- 15.95% |
$86.7K - $104K
|
3.58K
$709K
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-802- 4.44% |
$102K - $122K
|
17.2K
$3.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-811- 4.15% |
$103K - $124K
|
18.8K
$3.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-831- 5.07% |
$106K - $127K
|
15.6K
$3.08M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-878- 14.35% |
$112K - $134K
|
5.24K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-880- 38.68% |
$112K - $134K
|
1.4K
$276K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-881- 20.62% |
$112K - $134K
|
3.39K
$671K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-1.01K- 35.54% |
$129K - $154K
|
1.84K
$364K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.05K- 11.46% |
$134K - $160K
|
8.09K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 13.26% |
$143K - $171K
|
7.33K
$1.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.19K- 34.24% |
$152K - $182K
|
2.29K
$454K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.25K- 1.75% |
$160K - $191K
|
70.1K
$13.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.27K- 12.09% |
$161K - $193K
|
9.2K
$1.82M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-1.28K- 24.72% |
$164K - $196K
|
3.91K
$774K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.37K- 32.5% |
$175K - $209K
|
2.85K
$564K
|
|
|
Jul 24, 2023
Q2 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-1.38K- 10.69% |
$176K - $210K
|
11.5K
$2.29M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.42K- 18.12% |
$181K - $216K
|
6.4K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.44K- 2.98% |
$184K - $219K
|
46.9K
$9.28M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.72K- 16.42% |
$220K - $263K
|
8.78K
$1.74M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.97KClosed |
$251K - $300K
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.18K- 8.82% |
$278K - $332K
|
22.5K
$4.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.23K- 18.3% |
$284K - $340K
|
9.95K
$1.97M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2.47K- 24.06% |
$315K - $376K
|
7.8K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.82K- 3.1% |
$359K - $429K
|
88K
$17.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.88K- 61.28% |
$368K - $439K
|
1.82K
$361K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.05K- 14.38% |
$389K - $465K
|
18.2K
$3.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.22K- 3.12% |
$410K - $490K
|
99.9K
$19.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-3.33K- 22.4% |
$424K - $507K
|
11.5K
$2.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.39K- 3.9% |
$433K - $517K
|
83.6K
$16.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.93K- 41.7% |
$501K - $598K
|
5.49K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-3.94K- 4.07% |
$502K - $600K
|
92.9K
$18.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-4.17K- 1.51% |
$532K - $636K
|
271K
$53.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.31K- 26.24% |
$549K - $656K
|
12.1K
$2.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.34K- 7.64% |
$553K - $661K
|
52.4K
$10.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.5K- 0.36% |
$574K - $685K
|
1.25M
$247M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-5.01K- 15.3% |
$639K - $763K
|
27.7K
$5.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-5.1K- 4.96% |
$650K - $776K
|
97.7K
$19.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.27K- 12.74% |
$671K - $802K
|
36.1K
$7.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-5.46K- 50.0% |
$696K - $831K
|
5.46K
$1.08M
|