Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
916KNew |
$133M - $145M
|
916K
$184M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
674K+ 38.43% |
$98.2M - $107M
|
2.43M
$487M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
580K+ 82.59% |
$84.4M - $92M
|
1.28M
$257M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
428K+ 12.39% |
$62.4M - $67.9M
|
3.88M
$779M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
359K+ 55.52% |
$52.4M - $57M
|
1.01M
$202M
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
347KNew |
$50.6M - $55.1M
|
347K
$69.7M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
300K+ 26.31% |
$43.7M - $47.6M
|
1.44M
$289M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
278K+ 9784.08% |
$40.6M - $44.2M
|
281K
$56.4M
|
|
Nov 06, 2023
Q3 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
263K+ 8.4% |
$38.3M - $41.7M
|
3.39M
$681M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
156K+ 156.12% |
$22.7M - $24.7M
|
255K
$51.2M
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
153KNew |
$22.3M - $24.3M
|
153K
$30.7M
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
111KNew |
$16.2M - $17.6M
|
111K
$22.2M
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
103K+ 267.92% |
$15M - $16.3M
|
141K
$28.3M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
95K+ 43.24% |
$13.8M - $15.1M
|
315K
$63.1M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
94.8K+ 8.93% |
$13.8M - $15M
|
1.16M
$232M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
79.1K+ 158.48% |
$11.5M - $12.6M
|
129K
$25.9M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
73.8KNew |
$10.7M - $11.7M
|
73.8K
$14.8M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
72.4K+ 29.74% |
$10.5M - $11.5M
|
316K
$63.3M
|
|
Nov 08, 2023
Q3 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
61.2KNew |
$8.92M - $9.71M
|
61.2K
$12.3M
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
55K+ 1063.91% |
$8.01M - $8.73M
|
60.2K
$12.1M
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
54.1K+ 153.05% |
$7.88M - $8.59M
|
89.5K
$17.9M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
54.1K+ 52.45% |
$7.88M - $8.58M
|
157K
$31.5M
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
52.4KNew |
$7.64M - $8.32M
|
52.4K
$10.5M
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
50.6K+ 50.68% |
$7.38M - $8.03M
|
151K
$30.2M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.8K+ 82.99% |
$6.68M - $7.27M
|
101K
$20.3M
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
45.3KNew |
$6.6M - $7.19M
|
45.3K
$9.09M
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
44K+ 5.78% |
$6.41M - $6.98M
|
805K
$162M
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
43.2KNew |
$6.29M - $6.85M
|
43.2K
$8.66M
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
42.6K+ 195.41% |
$6.21M - $6.76M
|
64.4K
$12.9M
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
41.8KNew |
$6.08M - $6.63M
|
41.8K
$8.38M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
40.3KNew |
$5.87M - $6.4M
|
40.3K
$8.09M
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
40.1KNew |
$5.84M - $6.36M
|
40.1K
$8.04M
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
39.4KNew |
$5.73M - $6.25M
|
39.4K
$7.9M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.3K+ 14.36% |
$5.73M - $6.24M
|
313K
$62.8M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
38.7K+ 42.07% |
$5.64M - $6.15M
|
131K
$26.2M
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
38.6K+ 1396.24% |
$5.63M - $6.13M
|
41.4K
$8.3M
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
38.2K+ 377.1% |
$5.56M - $6.06M
|
48.3K
$9.69M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.1K+ 13.09% |
$5.26M - $5.73M
|
312K
$62.6M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35.5K+ 83.52% |
$5.17M - $5.63M
|
77.9K
$15.6M
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
35.3K+ 24.84% |
$5.14M - $5.6M
|
177K
$35.6M
|
|
Nov 14, 2023
Q3 2023
|
Vontobel Asset Management Inc
New York, NY |
BUY
|
- |
29.8KNew |
$4.34M - $4.73M
|
29.8K
$5.98M
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
29.8KNew |
$4.34M - $4.73M
|
29.8K
$5.98M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
29KNew |
$4.23M - $4.61M
|
29K
$5.83M
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.7KNew |
$3.74M - $4.08M
|
25.7K
$5.15M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
23.4KNew |
$3.41M - $3.71M
|
23.4K
$4.69M
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
22.9KNew |
$3.34M - $3.64M
|
22.9K
$4.6M
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
21.4K+ 32.87% |
$3.12M - $3.4M
|
86.5K
$17.4M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.1K+ 323.33% |
$3.08M - $3.35M
|
27.6K
$5.54M
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21K+ 63.19% |
$3.06M - $3.34M
|
54.3K
$10.9M
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
20.2K+ 37.64% |
$2.95M - $3.21M
|
74K
$14.8M
|