Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q3 2024. 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 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-719- 18.76% |
$129K - $149K
|
3.11K
$690K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-720- 7.38% |
$129K - $149K
|
9.04K
$2M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-768- 88.58% |
$137K - $159K
|
99
$21.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-769- 24.92% |
$138K - $159K
|
2.32K
$513K
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-775- 93.15% |
$139K - $160K
|
57
$12.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-855- 21.39% |
$153K - $177K
|
3.14K
$696K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-888- 17.05% |
$159K - $184K
|
4.32K
$957K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-911- 12.27% |
$163K - $189K
|
6.51K
$1.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-931- 29.0% |
$167K - $193K
|
2.28K
$505K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-946- 10.43% |
$169K - $196K
|
8.13K
$1.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-967- 21.55% |
$173K - $200K
|
3.52K
$780K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.02K- 8.93% |
$183K - $212K
|
10.4K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.16K- 49.53% |
$208K - $240K
|
1.18K
$262K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.18K- 28.56% |
$211K - $244K
|
2.95K
$653K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.18K- 1.45% |
$211K - $244K
|
80.2K
$17.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.23K- 14.21% |
$220K - $254K
|
7.41K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.3K- 8.71% |
$233K - $269K
|
13.6K
$3.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.35K- 38.86% |
$242K - $280K
|
2.13K
$471K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.36K- 4.63% |
$243K - $281K
|
27.9K
$6.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.36K- 1.31% |
$244K - $282K
|
103K
$22.8M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-1.43K- 38.27% |
$256K - $296K
|
2.31K
$512K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.54K- 8.88% |
$276K - $319K
|
15.8K
$3.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.59K- 10.51% |
$285K - $329K
|
13.5K
$3M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.64K- 24.62% |
$293K - $339K
|
5.02K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.86K- 84.61% |
$332K - $385K
|
338
$74.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.86K- 25.1% |
$333K - $385K
|
5.55K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.87K- 23.35% |
$335K - $387K
|
6.14K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.93K- 43.61% |
$345K - $399K
|
2.49K
$552K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.03K- 53.64% |
$363K - $420K
|
1.75K
$388K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.03K- 1.77% |
$363K - $420K
|
113K
$25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.1K- 18.2% |
$375K - $434K
|
9.42K
$2.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.14K- 29.99% |
$382K - $442K
|
4.99K
$1.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.17K- 1.66% |
$388K - $449K
|
128K
$28.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.24K- 2.12% |
$402K - $465K
|
104K
$22.9M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.3K- 24.22% |
$412K - $476K
|
7.2K
$1.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-2.32K- 13.15% |
$416K - $481K
|
15.4K
$3.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.41K- 31.57% |
$431K - $499K
|
5.22K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.53K- 0.57% |
$452K - $523K
|
440K
$97.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.65K- 9.43% |
$475K - $549K
|
25.5K
$5.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.68K- 23.33% |
$479K - $554K
|
8.79K
$1.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-2.68K- 17.6% |
$480K - $555K
|
12.5K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.75K- 43.39% |
$491K - $568K
|
3.58K
$794K
|
|
|
Nov 05, 2024
Q3 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-2.8K- 68.29% |
$501K - $580K
|
1.3K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.89K- 78.69% |
$517K - $598K
|
782
$173K
|
|
|
Oct 29, 2024
Q3 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-3.05K- 21.59% |
$546K - $631K
|
11.1K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.13K- 6.41% |
$559K - $647K
|
45.7K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.14K- 6.45% |
$562K - $650K
|
45.5K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.18K- 24.01% |
$570K - $659K
|
10.1K
$2.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.5K- 60.52% |
$626K - $724K
|
2.28K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3.55K- 8.61% |
$635K - $734K
|
37.6K
$8.34M
|