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 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
64+ 2.06% |
$10.9K - $12.8K
|
3.16K
$631K
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
64+ 3.24% |
$10.9K - $12.8K
|
2.04K
$407K
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
56+ 1.17% |
$9.56K - $11.2K
|
4.85K
$968K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
48New |
$8.19K - $9.58K
|
48
$9.57K
|
|
Aug 14, 2024
Q2 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
45New |
$7.68K - $8.99K
|
45
$8.97K
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
43+ 3.92% |
$7.34K - $8.59K
|
1.14K
$228K
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
39+ 2.09% |
$6.65K - $7.79K
|
1.91K
$381K
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
38+ 25.0% |
$6.48K - $7.59K
|
190
$37.9K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33+ 3.96% |
$5.63K - $6.59K
|
867
$173K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33+ 0.88% |
$5.63K - $6.59K
|
3.78K
$754K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
30+ 19.61% |
$5.12K - $5.99K
|
183
$36.5K
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
30+ 1.21% |
$5.12K - $5.99K
|
2.5K
$499K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
30New |
$5.12K - $5.99K
|
30
$5.98K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30+ 0.4% |
$5.12K - $5.99K
|
7.49K
$1.49M
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
30+ 0.31% |
$5.12K - $5.99K
|
9.69K
$1.93M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
28New |
$4.78K - $5.59K
|
28
$5.58K
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
25+ 0.77% |
$4.27K - $4.99K
|
3.26K
$650K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
25+ 28.09% |
$4.27K - $4.99K
|
114
$22.7K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
24New |
$4.1K - $4.79K
|
24
$4.79K
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
24+ 1.27% |
$4.1K - $4.79K
|
1.92K
$382K
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
22+ 0.46% |
$3.75K - $4.39K
|
4.8K
$957K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22+ 0.32% |
$3.75K - $4.39K
|
6.88K
$1.37M
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
20+ 1.48% |
$3.41K - $3.99K
|
1.37K
$274K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
20+ 4.48% |
$3.41K - $3.99K
|
466
$92.9K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19+ 20.43% |
$3.24K - $3.79K
|
112
$22.3K
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
18+ 257.14% |
$3.07K - $3.59K
|
25
$4.99K
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
18+ 257.14% |
$3.07K - $3.59K
|
25
$4.99K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
16+ 0.76% |
$2.73K - $3.19K
|
2.12K
$424K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
16+ 320.0% |
$2.73K - $3.19K
|
21
$4.19K
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
16New |
$2.73K - $3.19K
|
16
$3.19K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
15+ 0.27% |
$2.56K - $3K
|
5.6K
$1.12M
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14+ 0.7% |
$2.39K - $2.8K
|
2K
$399K
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11New |
$1.88K - $2.2K
|
11
$2.19K
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
11New |
$1.88K - $2.2K
|
11
$2.19K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
10New |
$1.71K - $2K
|
10
$1.99K
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
10+ 0.54% |
$1.71K - $2K
|
1.87K
$373K
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
10+ 0.54% |
$1.71K - $2K
|
1.87K
$373K
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10+ 0.63% |
$1.71K - $2K
|
1.61K
$321K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
10New |
$1.71K - $2K
|
10
$1.99K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10+ 10.42% |
$1.71K - $2K
|
106
$21.1K
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.76% |
$1.54K - $1.8K
|
1.19K
$238K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.52% |
$1.19K - $1.4K
|
1.36K
$272K
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7+ 0.19% |
$1.19K - $1.4K
|
3.65K
$727K
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.1% |
$1.19K - $1.4K
|
7.29K
$1.45M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.39% |
$1.02K - $1.2K
|
1.55K
$309K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5New |
$853 - $998
|
5
$997
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4+ 400.0% |
$683 - $799
|
5
$997
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
4+ 23.53% |
$683 - $799
|
21
$4.19K
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
4+ 0.52% |
$683 - $799
|
778
$155K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3New |
$512 - $599
|
3
$598
|