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 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
20.1K+ 35.12% |
$2.92M - $3.18M
|
77.2K
$16M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
19.3K+ 33.37% |
$2.81M - $3.06M
|
77.1K
$16M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.7K+ 39.94% |
$2.73M - $2.97M
|
65.6K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
18.3K+ 126.76% |
$2.66M - $2.9M
|
32.7K
$6.8M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.2K+ 193.02% |
$2.65M - $2.89M
|
27.6K
$5.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
17.8KNew |
$2.6M - $2.83M
|
17.8K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
17.6K+ 24.15% |
$2.56M - $2.79M
|
90.3K
$18.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
16.5K+ 20.94% |
$2.41M - $2.62M
|
95.4K
$19.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16K+ 100062.5% |
$2.33M - $2.54M
|
16K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
15.3K+ 2.5% |
$2.23M - $2.43M
|
626K
$130M
|
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
15K+ 3.64% |
$2.19M - $2.39M
|
428K
$88.9M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
13.3KNew |
$1.94M - $2.11M
|
13.3K
$2.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.3K+ 6.07% |
$1.94M - $2.11M
|
232K
$48.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
13.1K+ 74.51% |
$1.9M - $2.07M
|
30.6K
$6.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 8.82% |
$1.84M - $2.01M
|
156K
$32.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
11.4KNew |
$1.66M - $1.81M
|
11.4K
$2.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
11.2KNew |
$1.64M - $1.78M
|
11.2K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.2KNew |
$1.63M - $1.77M
|
11.2K
$2.32M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11K+ 623.47% |
$1.6M - $1.74M
|
12.7K
$2.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
11K+ 63.57% |
$1.6M - $1.74M
|
28.2K
$5.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.3K+ 8.09% |
$1.5M - $1.64M
|
138K
$28.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9.93KNew |
$1.45M - $1.58M
|
9.93K
$2.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
9.31K+ 16.86% |
$1.36M - $1.48M
|
64.5K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9.16K+ 22.03% |
$1.33M - $1.45M
|
50.7K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8.97KNew |
$1.31M - $1.42M
|
8.97K
$1.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.65K+ 104.25% |
$1.26M - $1.37M
|
16.9K
$3.52M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.42K+ 14.15% |
$1.23M - $1.34M
|
67.9K
$14.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.15K+ 16.55% |
$1.19M - $1.29M
|
57.4K
$11.9M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.91K+ 22.82% |
$1.15M - $1.25M
|
42.6K
$8.85M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7.88K+ 56314.29% |
$1.15M - $1.25M
|
7.9K
$1.64M
|
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
7.73KNew |
$1.13M - $1.23M
|
7.73K
$1.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
7.37K+ 35.27% |
$1.07M - $1.17M
|
28.3K
$5.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
7.21K+ 6.06% |
$1.05M - $1.14M
|
126K
$26.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.21K+ 15.23% |
$1.05M - $1.14M
|
54.5K
$11.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.11K+ 26.84% |
$1.04M - $1.13M
|
33.6K
$6.98M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.84K+ 2790.61% |
$996K - $1.09M
|
7.08K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.58KNew |
$959K - $1.04M
|
6.58K
$1.37M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.47K+ 352.81% |
$943K - $1.03M
|
8.31K
$1.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.13K+ 5.21% |
$893K - $973K
|
124K
$25.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
6.03K+ 19.6% |
$879K - $957K
|
36.8K
$7.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5.92K+ 12.21% |
$862K - $939K
|
54.4K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
BUY
|
- |
5.75K+ 3.51% |
$838K - $912K
|
170K
$35.3M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.46K+ 100.0% |
$795K - $866K
|
10.9K
$2.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
5.37K+ 16.59% |
$782K - $852K
|
37.7K
$7.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.94K+ 39.33% |
$719K - $783K
|
17.5K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.67K+ 30.8% |
$680K - $740K
|
19.8K
$4.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.56K+ 32.95% |
$664K - $724K
|
18.4K
$3.82M
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
4.38K+ 3.51% |
$638K - $695K
|
129K
$26.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
4.16K+ 4.1% |
$606K - $660K
|
106K
$22M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.06K+ 1.29% |
$592K - $644K
|
319K
$66.3M
|