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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
692+ 15.87% |
$118K - $138K
|
5.05K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
684+ 10.96% |
$117K - $137K
|
6.93K
$1.46M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
642+ 5.94% |
$110K - $128K
|
11.4K
$2.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
629+ 0.45% |
$107K - $126K
|
140K
$29.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
621+ 253.47% |
$106K - $124K
|
866
$183K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
612New |
$104K - $122K
|
612
$129K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
599+ 11.95% |
$102K - $120K
|
5.61K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
598+ 24.91% |
$102K - $119K
|
3K
$634K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
569+ 2.08% |
$97.1K - $114K
|
27.9K
$5.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
564+ 234.02% |
$96.2K - $113K
|
805
$170K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
545+ 26.14% |
$93K - $109K
|
2.63K
$556K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
545+ 23.52% |
$93K - $109K
|
2.86K
$605K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
540+ 40.09% |
$92.1K - $108K
|
1.89K
$399K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
532+ 29.6% |
$90.8K - $106K
|
2.33K
$492K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
526+ 571.74% |
$89.8K - $105K
|
618
$131K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
512+ 3.48% |
$87.4K - $102K
|
15.2K
$3.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
510+ 22.4% |
$87K - $102K
|
2.79K
$589K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
505+ 28.21% |
$86.2K - $101K
|
2.3K
$485K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
498+ 8.04% |
$85K - $99.4K
|
6.69K
$1.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
484+ 0.31% |
$82.6K - $96.6K
|
156K
$32.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
470+ 33.22% |
$80.2K - $93.8K
|
1.89K
$398K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
461New |
$78.7K - $92K
|
461
$97.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
448+ 2.87% |
$76.4K - $89.5K
|
16K
$3.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
445+ 2.99% |
$75.9K - $88.9K
|
15.3K
$3.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
380+ 5.68% |
$64.8K - $75.9K
|
7.07K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
376+ 391.67% |
$64.2K - $75.1K
|
472
$99.8K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
368+ 25.68% |
$62.8K - $73.5K
|
1.8K
$381K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
365+ 365.0% |
$62.3K - $72.9K
|
465
$98.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
364+ 3.26% |
$62.1K - $72.7K
|
11.5K
$2.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
334+ 1.15% |
$57K - $66.7K
|
29.3K
$6.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
330+ 9.44% |
$56.3K - $65.9K
|
3.83K
$808K
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
328+ 0.03% |
$56K - $65.5K
|
1.26M
$267M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
328+ 8.22% |
$56K - $65.5K
|
4.32K
$912K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
322+ 3.98% |
$54.9K - $64.3K
|
8.42K
$1.78M
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
322+ 6.34% |
$54.9K - $64.3K
|
5.4K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
316+ 8.13% |
$53.9K - $63.1K
|
4.2K
$888K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
302+ 26.65% |
$51.5K - $60.3K
|
1.44K
$303K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
297New |
$50.7K - $59.3K
|
297
$62.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
290+ 3.15% |
$49.5K - $57.9K
|
9.5K
$2.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
290+ 2.33% |
$49.5K - $57.9K
|
12.7K
$2.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
274+ 0.22% |
$46.8K - $54.7K
|
123K
$25.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
271+ 5.31% |
$46.2K - $54.1K
|
5.37K
$1.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
266+ 79.64% |
$45.4K - $53.1K
|
600
$127K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
266+ 13.78% |
$45.4K - $53.1K
|
2.2K
$464K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
242+ 20.67% |
$41.3K - $48.3K
|
1.41K
$299K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
240+ 2.78% |
$41K - $47.9K
|
8.88K
$1.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
234+ 3.46% |
$39.9K - $46.7K
|
6.99K
$1.48M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
230+ 6.28% |
$39.2K - $45.9K
|
3.89K
$822K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
229+ 763.33% |
$39.1K - $45.7K
|
259
$54.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
219+ 11.76% |
$37.4K - $43.7K
|
2.08K
$440K
|