Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q2 2025. 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, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
11+ 1.85% |
$1.89K - $2.5K
|
605
$149K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
10+ 0.31% |
$1.71K - $2.27K
|
3.23K
$797K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10+ 0.71% |
$1.71K - $2.27K
|
1.42K
$352K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
10New |
$1.71K - $2.27K
|
10
$2.47K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9New |
$1.54K - $2.04K
|
9
$2.22K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8New |
$1.37K - $1.82K
|
8
$1.98K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
8+ 0.26% |
$1.37K - $1.82K
|
3.05K
$752K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8New |
$1.37K - $1.82K
|
8
$1.98K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
7New |
$1.2K - $1.59K
|
7
$1.73K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
7+ 50.0% |
$1.2K - $1.59K
|
21
$5.19K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
7New |
$1.2K - $1.59K
|
7
$1.73K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4+ 0.27% |
$686 - $908
|
1.46K
$361K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
3New |
$514 - $681
|
3
$741
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2+ 0.08% |
$343 - $454
|
2.55K
$630K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1+ 0.08% |
$171 - $227
|
1.19K
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1+ 0.09% |
$171 - $227
|
1.1K
$270K
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.96% |
$171 - $227
|
105
$25.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.2% |
$171 - $227
|
499
$123K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1+ 0.07% |
$171 - $227
|
1.34K
$330K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.25% |
$171 - $227
|
409
$101K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1- 2.08% |
$171 - $227
|
47
$11.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2Closed |
$343 - $454
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-6- 15.0% |
$1.03K - $1.36K
|
34
$8.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-7- 12.07% |
$1.2K - $1.59K
|
51
$12.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-10- 22.22% |
$1.71K - $2.27K
|
35
$8.65K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-14- 0.45% |
$2.4K - $3.18K
|
3.09K
$763K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-14- 1.8% |
$2.4K - $3.18K
|
762
$188K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-14- 40.0% |
$2.4K - $3.18K
|
21
$5.19K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-15- 1.27% |
$2.57K - $3.41K
|
1.16K
$287K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-16- 0.41% |
$2.74K - $3.63K
|
3.87K
$955K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-18- 0.35% |
$3.09K - $4.09K
|
5.06K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-20- 1.05% |
$3.43K - $4.54K
|
1.88K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-20- 1.36% |
$3.43K - $4.54K
|
1.46K
$359K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-21- 1.13% |
$3.6K - $4.77K
|
1.83K
$452K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-27- 1.02% |
$4.63K - $6.13K
|
2.63K
$649K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-28- 0.08% |
$4.8K - $6.36K
|
36.4K
$8.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-31- 0.16% |
$5.31K - $7.04K
|
18.8K
$4.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-34- 5.45% |
$5.83K - $7.72K
|
590
$146K
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-37- 2.99% |
$6.34K - $8.4K
|
1.2K
$296K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-38- 0.54% |
$6.51K - $8.63K
|
6.98K
$1.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-50- 3.25% |
$8.57K - $11.4K
|
1.49K
$368K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-51- 1.19% |
$8.74K - $11.6K
|
4.22K
$1.04M
|
|
|
Sep 19, 2025
Q2 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-61- 5.19% |
$10.5K - $13.9K
|
1.11K
$275K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-65- 3.17% |
$11.1K - $14.8K
|
1.99K
$490K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-67- 5.46% |
$11.5K - $15.2K
|
1.16K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-73- 0.1% |
$12.5K - $16.6K
|
74.5K
$18.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-73- 4.98% |
$12.5K - $16.6K
|
1.39K
$344K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-77- 6.13% |
$13.2K - $17.5K
|
1.18K
$291K
|