Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.06K- 32.51% |
$290K - $348K
|
4.27K
$902K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.08K- 10.89% |
$293K - $352K
|
17K
$3.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.11K- 4.77% |
$298K - $357K
|
42.2K
$8.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.12K- 23.94% |
$300K - $359K
|
6.74K
$1.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.48K- 15.8% |
$350K - $420K
|
13.2K
$2.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.53K- 8.03% |
$358K - $429K
|
29K
$6.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.58K- 0.22% |
$365K - $438K
|
1.15M
$244M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.73K- 5.89% |
$386K - $463K
|
43.7K
$9.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.88K- 40.72% |
$407K - $488K
|
4.2K
$887K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.95K- 31.08% |
$417K - $500K
|
6.55K
$1.38M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.05K- 7.67% |
$430K - $516K
|
36.7K
$7.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-3.33K- 10.18% |
$470K - $564K
|
29.4K
$6.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.63K- 73.65% |
$512K - $614K
|
1.3K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.35K- 5.67% |
$614K - $736K
|
72.4K
$15.3M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.41K- 8.12% |
$622K - $746K
|
49.9K
$10.5M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4.46K- 0.09% |
$630K - $755K
|
5.01M
$1.06B
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-4.88K- 72.78% |
$689K - $826K
|
1.82K
$386K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.9K- 38.49% |
$692K - $830K
|
7.83K
$1.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-6K- 3.38% |
$847K - $1.02M
|
171K
$36.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-6.4K- 7.7% |
$904K - $1.08M
|
76.7K
$16.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-7.31K- 4.69% |
$1.03M - $1.24M
|
148K
$31.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.26K- 44.23% |
$1.17M - $1.4M
|
10.4K
$2.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-8.92K- 3.29% |
$1.26M - $1.51M
|
262K
$55.4M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-9.6K- 15.96% |
$1.36M - $1.63M
|
50.5K
$10.7M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-10.6K- 11.75% |
$1.5M - $1.8M
|
79.6K
$16.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-11.3K- 7.34% |
$1.59M - $1.91M
|
142K
$30M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-11.3K- 41.03% |
$1.6M - $1.91M
|
16.2K
$3.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-11.9K- 9.48% |
$1.68M - $2.01M
|
113K
$23.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.2K- 75.26% |
$1.72M - $2.06M
|
4.01K
$847K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 33.46% |
$1.85M - $2.22M
|
26K
$5.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-13.3K- 18.1% |
$1.88M - $2.26M
|
60.4K
$12.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-15.7K- 9.28% |
$2.22M - $2.67M
|
154K
$32.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.9K- 42.58% |
$2.24M - $2.69M
|
21.4K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-16.7K- 36.86% |
$2.36M - $2.83M
|
28.6K
$6.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-18.2K- 65.87% |
$2.57M - $3.08M
|
9.43K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-20.3K- 79.17% |
$2.87M - $3.44M
|
5.35K
$1.13M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.1K- 49.65% |
$2.98M - $3.58M
|
21.4K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28.6K- 9.09% |
$4.04M - $4.85M
|
286K
$60.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-34K- 68.32% |
$4.81M - $5.76M
|
15.8K
$3.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-34.8K- 72.1% |
$4.92M - $5.9M
|
13.5K
$2.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-37K- 5.96% |
$5.23M - $6.27M
|
584K
$123M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-81K- 54.64% |
$11.4M - $13.7M
|
67.2K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Union Investments & Development Ltd.
|
SELL
|
- |
-90.1K- 48.89% |
$12.7M - $15.3M
|
94.2K
$19.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-155K- 42.65% |
$21.9M - $26.3M
|
209K
$44.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-159K- 93.49% |
$22.4M - $26.9M
|
11K
$2.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-162K- 61.62% |
$22.9M - $27.5M
|
101K
$21.4M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-386K- 99.41% |
$54.6M - $65.4M
|
2.31K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-486K- 47.15% |
$68.7M - $82.4M
|
545K
$115M
|
|
|
Feb 14, 2024
Q4 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-526K- 15.49% |
$74.3M - $89M
|
2.87M
$606M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-724K- 28.97% |
$102M - $123M
|
1.78M
$375M
|