Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q2 2024. 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 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.47K+ 9.33% |
$252K - $294K
|
17.3K
$3.44M
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.47KNew |
$250K - $293K
|
1.47K
$293K
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.47KNew |
$250K - $293K
|
1.47K
$293K
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.46K+ 23.44% |
$249K - $291K
|
7.67K
$1.53M
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.45K+ 4.79% |
$248K - $290K
|
31.8K
$6.34M
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.41K+ 50.45% |
$240K - $281K
|
4.2K
$838K
|
|
Aug 06, 2024
Q2 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 51.85% |
$239K - $280K
|
4.1K
$818K
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.35K+ 30.02% |
$231K - $270K
|
5.86K
$1.17M
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.34KNew |
$228K - $267K
|
1.34K
$267K
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.32KNew |
$225K - $263K
|
1.32K
$263K
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.32KNew |
$225K - $263K
|
1.32K
$262K
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.3KNew |
$222K - $260K
|
1.3K
$259K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.3KNew |
$221K - $259K
|
1.3K
$258K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.29K+ 268.13% |
$220K - $257K
|
1.77K
$352K
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.28KNew |
$218K - $255K
|
1.28K
$255K
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.26K+ 9.21% |
$215K - $251K
|
14.9K
$2.98M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.24K+ 24.09% |
$211K - $247K
|
6.37K
$1.27M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.22K+ 84.29% |
$209K - $244K
|
2.67K
$533K
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.18K+ 20.4% |
$202K - $236K
|
6.98K
$1.39M
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.18K+ 5.4% |
$201K - $235K
|
23K
$4.59M
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.15K+ 16.04% |
$196K - $229K
|
8.3K
$1.66M
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.14KNew |
$194K - $227K
|
1.14K
$227K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.12K+ 13.08% |
$191K - $224K
|
9.68K
$1.93M
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.1KNew |
$187K - $219K
|
1.1K
$218K
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.09KNew |
$186K - $217K
|
1.09K
$217K
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.07KNew |
$183K - $214K
|
1.07K
$214K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.07K+ 4.35% |
$183K - $214K
|
25.7K
$5.13M
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
BUY
|
- |
1.06KNew |
$181K - $211K
|
1.06K
$211K
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.05KNew |
$180K - $210K
|
1.05K
$210K
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
1.04K+ 0.44% |
$178K - $208K
|
236K
$47.1M
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.04KNew |
$178K - $208K
|
1.04K
$208K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.03K+ 21.95% |
$176K - $206K
|
5.73K
$1.14M
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 5.26% |
$175K - $205K
|
20.5K
$4.09M
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.02KNew |
$174K - $203K
|
1.02K
$203K
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.02KNew |
$174K - $203K
|
1.02K
$203K
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 0.58% |
$172K - $201K
|
174K
$34.7M
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
972+ 60.22% |
$166K - $194K
|
2.59K
$516K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
968+ 1.12% |
$165K - $193K
|
87.3K
$17.4M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
950+ 109.83% |
$162K - $190K
|
1.82K
$362K
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
BUY
|
- |
949+ 18.15% |
$162K - $189K
|
6.18K
$1.23M
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
945+ 13.16% |
$161K - $189K
|
8.13K
$1.62M
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
907+ 107.08% |
$155K - $181K
|
1.75K
$350K
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
888+ 39.82% |
$152K - $177K
|
3.12K
$622K
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
887+ 1.85% |
$151K - $177K
|
48.8K
$9.73M
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
878+ 47.87% |
$150K - $175K
|
2.71K
$541K
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
861+ 5.99% |
$147K - $172K
|
15.2K
$3.04M
|
|
Jul 10, 2024
Q2 2024
|
Spence Asset Management
|
BUY
|
- |
832New |
$142K - $166K
|
832
$166K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
824+ 17.55% |
$141K - $165K
|
5.52K
$1.1M
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
803New |
$137K - $160K
|
803
$160K
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
778+ 60.78% |
$133K - $155K
|
2.06K
$410K
|