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 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
32.4KNew |
$4.57M - $5.48M
|
32.4K
$6.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.3K+ 10.3% |
$4.56M - $5.47M
|
346K
$66.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
31.3K+ 63.72% |
$4.42M - $5.29M
|
80.3K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
30.2KNew |
$4.27M - $5.12M
|
30.2K
$5.84M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
27.6KNew |
$3.9M - $4.68M
|
27.6K
$5.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.3K+ 17.52% |
$3.86M - $4.63M
|
183K
$35.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.4K+ 254.08% |
$3.73M - $4.48M
|
36.8K
$7.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.4K+ 332.93% |
$3.73M - $4.47M
|
34.3K
$6.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
25K+ 32.39% |
$3.53M - $4.23M
|
102K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.9KNew |
$3.51M - $4.21M
|
24.9K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
24.2KNew |
$3.42M - $4.11M
|
24.2K
$4.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
22.3K+ 28.9% |
$3.15M - $3.78M
|
99.5K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22K+ 814.93% |
$3.11M - $3.73M
|
24.7K
$4.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
21.6K+ 20.47% |
$3.05M - $3.66M
|
127K
$24.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
21.2K+ 1347.3% |
$2.99M - $3.59M
|
22.8K
$4.4M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
19.7KNew |
$2.79M - $3.34M
|
19.7K
$3.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19KNew |
$2.68M - $3.22M
|
19K
$3.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.7K+ 9.3% |
$2.64M - $3.16M
|
220K
$42.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.6K+ 23.83% |
$2.62M - $3.14M
|
96.5K
$18.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
18.4KNew |
$2.6M - $3.11M
|
18.4K
$3.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
17.6KNew |
$2.48M - $2.98M
|
17.6K
$3.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.4K+ 29.76% |
$2.46M - $2.95M
|
76K
$14.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
17.3KNew |
$2.44M - $2.93M
|
17.3K
$3.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
16.8K+ 67.75% |
$2.37M - $2.84M
|
41.6K
$8.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.7K+ 21.72% |
$2.36M - $2.83M
|
93.5K
$18.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16.1K+ 100.71% |
$2.28M - $2.73M
|
32.2K
$6.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15K+ 26.06% |
$2.11M - $2.53M
|
72.3K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
14.7K+ 61.13% |
$2.08M - $2.5M
|
38.9K
$7.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
14.6K+ 381.95% |
$2.07M - $2.48M
|
18.5K
$3.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 292.51% |
$2M - $2.39M
|
19K
$3.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.1K+ 103.51% |
$1.99M - $2.39M
|
27.7K
$5.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
13.4KNew |
$1.89M - $2.27M
|
13.4K
$2.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.2K+ 158.67% |
$1.86M - $2.23M
|
21.5K
$4.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
12.8KNew |
$1.81M - $2.17M
|
12.8K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
12.5KNew |
$1.76M - $2.11M
|
12.5K
$2.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12.2KNew |
$1.73M - $2.07M
|
12.2K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.1K+ 92.85% |
$1.7M - $2.04M
|
25.1K
$4.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.9KNew |
$1.68M - $2.02M
|
11.9K
$2.3M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.3KNew |
$1.59M - $1.91M
|
11.3K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
10.9K+ 16.83% |
$1.53M - $1.84M
|
75.4K
$14.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
10.7K+ 94.46% |
$1.51M - $1.81M
|
22K
$4.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
10.3KNew |
$1.46M - $1.75M
|
10.3K
$1.99M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
10KNew |
$1.42M - $1.7M
|
10K
$1.93M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
9.95K+ 8.05% |
$1.41M - $1.68M
|
134K
$25.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
9.71K+ 42.36% |
$1.37M - $1.64M
|
32.6K
$6.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
9.59KNew |
$1.35M - $1.62M
|
9.59K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.05K+ 185.24% |
$1.28M - $1.53M
|
13.9K
$2.69M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
9.04KNew |
$1.28M - $1.53M
|
9.04K
$1.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.94K+ 3.18% |
$1.26M - $1.51M
|
290K
$56M
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
8.81KNew |
$1.24M - $1.49M
|
8.81K
$1.7M
|