Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
508New |
$54.4K - $61.4K
|
508
$101K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
460New |
$49.2K - $55.6K
|
460
$91.7K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
450+ 14.06% |
$48.2K - $54.4K
|
3.65K
$728K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
408New |
$43.7K - $49.3K
|
408
$81.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
359+ 101.99% |
$38.4K - $43.4K
|
711
$142K
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
341+ 1.88% |
$36.5K - $41.2K
|
18.5K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
325+ 0.95% |
$34.8K - $39.3K
|
34.4K
$6.86M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
323New |
$34.6K - $39K
|
323
$64.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
290New |
$31K - $35K
|
290
$57.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
290New |
$31K - $35K
|
290
$57.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
273New |
$29.2K - $33K
|
273
$54.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
245+ 5.44% |
$26.2K - $29.6K
|
4.75K
$947K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
237+ 578.05% |
$25.4K - $28.6K
|
278
$55.4K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
230+ 2.06% |
$24.6K - $27.8K
|
11.4K
$2.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
214+ 10.27% |
$22.9K - $25.9K
|
2.3K
$458K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
205New |
$21.9K - $24.8K
|
205
$40.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
198New |
$21.2K - $23.9K
|
198
$39.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
194New |
$20.8K - $23.4K
|
194
$38.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
172+ 2.48% |
$18.4K - $20.8K
|
7.11K
$1.42M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
170New |
$18.2K - $20.5K
|
170
$33.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
170+ 8.08% |
$18.2K - $20.5K
|
2.28K
$454K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
164New |
$17.5K - $19.8K
|
164
$32.7K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
160+ 1.76% |
$17.1K - $19.3K
|
9.23K
$1.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
125+ 6.31% |
$13.4K - $15.1K
|
2.11K
$420K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
124+ 4133.33% |
$13.3K - $15K
|
127
$25.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
100+ 1.4% |
$10.7K - $12.1K
|
7.22K
$1.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
100New |
$10.7K - $12.1K
|
100
$19.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
65New |
$6.96K - $7.86K
|
65
$13K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
64New |
$6.85K - $7.74K
|
64
$12.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
47+ 1.34% |
$5.03K - $5.68K
|
3.55K
$708K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
36+ 51.43% |
$3.85K - $4.35K
|
106
$21.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30New |
$3.21K - $3.63K
|
30
$5.98K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18+ 14.4% |
$1.93K - $2.18K
|
143
$28.5K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16New |
$1.71K - $1.93K
|
16
$3.19K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
14New |
$1.5K - $1.69K
|
14
$2.79K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12+ 0.54% |
$1.28K - $1.45K
|
2.23K
$444K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
12+ 33.33% |
$1.28K - $1.45K
|
48
$9.57K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 36.36% |
$1.28K - $1.45K
|
45
$8.97K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
9+ 0.06% |
$963 - $1.09K
|
14.4K
$2.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
8+ 0.25% |
$856 - $967
|
3.22K
$642K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6+ 0.1% |
$642 - $725
|
6.14K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6+ 0.12% |
$642 - $725
|
4.92K
$982K
|
|
|
Feb 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.24% |
$535 - $604
|
2.12K
$422K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 4.05% |
$321 - $363
|
77
$15.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$107 - $121
|
1.32K
$263K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.24% |
$107 - $121
|
423
$84.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.2% |
$107 - $121
|
492
$98.1K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-1- 0.04% |
$107 - $121
|
2.3K
$458K
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-11- 0.53% |
$1.18K - $1.33K
|
2.07K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-12- 0.94% |
$1.28K - $1.45K
|
1.26K
$251K
|