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 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
302New |
$44K - $47.9K
|
302
$62.8K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
301+ 6.7% |
$43.9K - $47.8K
|
4.8K
$997K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
284New |
$41.4K - $45.1K
|
284
$59K
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
274+ 4.39% |
$39.9K - $43.5K
|
6.52K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
270+ 1.45% |
$39.3K - $42.8K
|
18.9K
$3.93M
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
266+ 7.62% |
$38.8K - $42.2K
|
3.76K
$781K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
246+ 23.06% |
$35.8K - $39K
|
1.31K
$273K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
244New |
$35.5K - $38.7K
|
244
$50.7K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
237+ 10.44% |
$34.5K - $37.6K
|
2.51K
$521K
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
236+ 0.97% |
$34.4K - $37.5K
|
24.6K
$5.1M
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
234New |
$34.1K - $37.1K
|
234
$48.6K
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
213+ 0.91% |
$31K - $33.8K
|
23.6K
$4.91M
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
212+ 4.01% |
$30.9K - $33.6K
|
5.5K
$1.14M
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
205New |
$29.9K - $32.5K
|
205
$42.6K
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
188+ 8.15% |
$27.4K - $29.8K
|
2.5K
$519K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
184+ 5.14% |
$26.8K - $29.2K
|
3.77K
$783K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
181+ 62.41% |
$26.4K - $28.7K
|
471
$97.9K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
180+ 41.57% |
$26.2K - $28.6K
|
613
$127K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
180+ 41.57% |
$26.2K - $28.6K
|
613
$127K
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
170+ 4.27% |
$24.8K - $27K
|
4.15K
$863K
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
165+ 3.04% |
$24K - $26.2K
|
5.6K
$1.16M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
153+ 1912.5% |
$22.3K - $24.3K
|
161
$33.5K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
151New |
$22K - $24K
|
151
$31.4K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
148+ 2.82% |
$21.6K - $23.5K
|
5.39K
$1.12M
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
134+ 1.16% |
$19.5K - $21.3K
|
11.7K
$2.43M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
133New |
$19.4K - $21.1K
|
133
$27.7K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
131New |
$19.1K - $20.8K
|
131
$27.2K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
131New |
$19.1K - $20.8K
|
131
$27.2K
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
130+ 5.67% |
$18.9K - $20.6K
|
2.42K
$503K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
119+ 540.91% |
$17.3K - $18.9K
|
141
$29.3K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
114+ 0.73% |
$16.6K - $18.1K
|
15.7K
$3.26M
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
113+ 2.96% |
$16.5K - $17.9K
|
3.93K
$817K
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
110+ 1.53% |
$16K - $17.5K
|
7.29K
$1.52M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
99+ 2.57% |
$14.4K - $15.7K
|
3.95K
$822K
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
BUY
|
- |
87New |
$12.7K - $13.8K
|
87
$18.1K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
82+ 10.34% |
$11.9K - $13K
|
875
$182K
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
71+ 1.12% |
$10.3K - $11.3K
|
6.43K
$1.34M
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
61+ 6.53% |
$8.89K - $9.68K
|
995
$207K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
60+ 13.04% |
$8.74K - $9.52K
|
520
$108K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
60+ 4.3% |
$8.74K - $9.52K
|
1.46K
$302K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
54+ 3.78% |
$7.87K - $8.57K
|
1.48K
$308K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50+ 192.31% |
$7.28K - $7.93K
|
76
$15.8K
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
48+ 1.95% |
$6.99K - $7.62K
|
2.51K
$521K
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
46+ 3.01% |
$6.7K - $7.3K
|
1.57K
$327K
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
40New |
$5.83K - $6.35K
|
40
$8.32K
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
36+ 0.83% |
$5.24K - $5.71K
|
4.36K
$906K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
35+ 27.56% |
$5.1K - $5.55K
|
162
$33.7K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
34+ 1.5% |
$4.95K - $5.4K
|
2.3K
$479K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
33+ 55.93% |
$4.81K - $5.24K
|
92
$19.1K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
30+ 14.22% |
$4.37K - $4.76K
|
241
$50.1K
|