Purchases and Sales Made in Q3 2022 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
173+ 1.29% |
$19K - $23.7K
|
13.6K
$2.8M
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
133New |
$14.6K - $18.2K
|
133
$27.4K
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
120+ 1.77% |
$13.2K - $16.4K
|
6.88K
$1.42M
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
101+ 1.32% |
$11.1K - $13.8K
|
7.77K
$1.6M
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
75New |
$8.25K - $10.3K
|
75
$15.5K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
74+ 0.7% |
$8.14K - $10.1K
|
10.6K
$2.19M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
70+ 166.67% |
$7.7K - $9.59K
|
112
$23.1K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
70New |
$7.7K - $9.59K
|
70
$14.4K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
60+ 92.31% |
$6.6K - $8.22K
|
125
$25.8K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
55+ 0.8% |
$6.05K - $7.54K
|
6.91K
$1.43M
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
54+ 76.06% |
$5.94K - $7.4K
|
125
$25.8K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
49+ 196.0% |
$5.39K - $6.71K
|
74
$15.3K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
36+ 1.37% |
$3.96K - $4.93K
|
2.67K
$550K
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
23+ 0.47% |
$2.53K - $3.15K
|
4.87K
$1M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
21New |
$2.31K - $2.88K
|
21
$4.33K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
18New |
$1.98K - $2.47K
|
18
$3.71K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 65.0% |
$1.43K - $1.78K
|
33
$6.8K
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
12+ 0.44% |
$1.32K - $1.64K
|
2.76K
$569K
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
11+ 50.0% |
$1.21K - $1.51K
|
33
$6.8K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
11+ 44.0% |
$1.21K - $1.51K
|
36
$7.42K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 4.26% |
$1.1K - $1.37K
|
245
$50.5K
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
3New |
$330 - $411
|
3
$619
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.24% |
$110 - $137
|
422
$87K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.13% |
$110 - $137
|
756
$156K
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-6- 1.21% |
$660 - $822
|
491
$101K
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-10- 2.69% |
$1.1K - $1.37K
|
362
$74.6K
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-11Closed |
$1.21K - $1.51K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17- 29.31% |
$1.87K - $2.33K
|
41
$8.45K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-31- 0.88% |
$3.41K - $4.25K
|
3.5K
$722K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-41- 22.78% |
$4.51K - $5.62K
|
139
$28.7K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-45- 9.87% |
$4.95K - $6.17K
|
411
$84.8K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-68- 0.99% |
$7.48K - $9.32K
|
6.78K
$1.4M
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-74- 5.5% |
$8.14K - $10.1K
|
1.27K
$262K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-100Closed |
$11K - $13.7K
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-114- 0.08% |
$12.5K - $15.6K
|
137K
$28.2M
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-128- 3.46% |
$14.1K - $17.5K
|
3.57K
$736K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-190- 11.1% |
$20.9K - $26K
|
1.52K
$314K
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-192Closed |
$21.1K - $26.3K
|
0
$0
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-213- 9.08% |
$23.4K - $29.2K
|
2.13K
$440K
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-248- 98.8% |
$27.3K - $34K
|
3
$619
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-290- 3.61% |
$31.9K - $39.7K
|
7.75K
$1.6M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-470- 54.84% |
$51.7K - $64.4K
|
387
$79.8K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-635- 48.14% |
$69.8K - $87K
|
684
$141K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-650- 10.83% |
$71.5K - $89.1K
|
5.35K
$1.1M
|
|
Oct 11, 2022
Q3 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-684- 23.97% |
$75.2K - $93.7K
|
2.17K
$447K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-795- 10.7% |
$87.4K - $109K
|
6.64K
$1.37M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-799- 25.09% |
$87.9K - $109K
|
2.39K
$492K
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-821- 4.44% |
$90.3K - $112K
|
17.7K
$3.65M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-913- 29.62% |
$100K - $125K
|
2.17K
$447K
|
|
Oct 18, 2022
Q3 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-1.07K- 30.94% |
$118K - $147K
|
2.39K
$493K
|