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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
8.63KNew |
$1.22M - $1.46M
|
8.63K
$1.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.42K+ 25.08% |
$1.19M - $1.43M
|
42K
$8.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.15K+ 14.95% |
$1.15M - $1.38M
|
62.7K
$12.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.12KNew |
$1.15M - $1.37M
|
8.12K
$1.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
7.66K+ 13.67% |
$1.08M - $1.3M
|
63.7K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7.46K+ 1.75% |
$1.05M - $1.26M
|
435K
$86.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
7.31K+ 25.85% |
$1.03M - $1.24M
|
35.6K
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.21K+ 24.12% |
$1.02M - $1.22M
|
37.1K
$7.4M
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
7.1KNew |
$1M - $1.2M
|
7.1K
$1.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.97K+ 21.33% |
$984K - $1.18M
|
39.6K
$7.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
6.82K+ 18.07% |
$963K - $1.15M
|
44.6K
$8.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.62K+ 100.59% |
$936K - $1.12M
|
13.2K
$2.63M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.44KNew |
$910K - $1.09M
|
6.44K
$1.28M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
6.39KNew |
$903K - $1.08M
|
6.39K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6.32K+ 6.62% |
$892K - $1.07M
|
102K
$20.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.26KNew |
$885K - $1.06M
|
6.26K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
6.2KNew |
$876K - $1.05M
|
6.2K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
6.14KNew |
$868K - $1.04M
|
6.14K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
6.07K+ 5.48% |
$858K - $1.03M
|
117K
$23.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.99KNew |
$847K - $1.02M
|
5.99K
$1.2M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
5.86KNew |
$828K - $993K
|
5.86K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.83K+ 41.69% |
$824K - $987K
|
19.8K
$3.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
5.77K+ 265.04% |
$815K - $977K
|
7.95K
$1.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5.64K+ 6.3% |
$796K - $954K
|
95.1K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
5.52K+ 3.67% |
$780K - $935K
|
156K
$31.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
5.45K+ 22.38% |
$770K - $923K
|
29.8K
$5.94M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
5.38KNew |
$761K - $912K
|
5.38K
$1.07M
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5.18KNew |
$732K - $878K
|
5.18K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.07K+ 28.99% |
$716K - $858K
|
22.6K
$4.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.94K+ 18.58% |
$698K - $836K
|
31.5K
$6.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
4.9KNew |
$692K - $829K
|
4.9K
$976K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.85K+ 12.04% |
$685K - $822K
|
45.2K
$9.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.84K+ 43.41% |
$684K - $820K
|
16K
$3.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4.84K+ 3361.11% |
$684K - $820K
|
4.98K
$994K
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
4.68K+ 7.64% |
$660K - $792K
|
65.9K
$13.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
4.6K+ 5.54% |
$649K - $778K
|
87.6K
$17.5M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.53K+ 23.98% |
$640K - $767K
|
23.4K
$4.67M
|
|
|
Mar 25, 2025
Q4 2023
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
4.52KNew |
$638K - $765K
|
4.52K
$901K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.47KNew |
$632K - $758K
|
4.47K
$892K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.43KNew |
$625K - $749K
|
4.43K
$882K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.39K+ 5.93% |
$620K - $743K
|
78.3K
$15.6M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.34K+ 3.23% |
$613K - $735K
|
139K
$27.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.28KNew |
$605K - $725K
|
4.28K
$854K
|
|
|
Jan 22, 2024
Q4 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.23KNew |
$598K - $717K
|
4.23K
$844K
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
4.19K+ 7.99% |
$592K - $709K
|
56.6K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
4.13K+ 15.42% |
$583K - $699K
|
30.9K
$6.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.04K+ 2.93% |
$571K - $685K
|
142K
$28.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4KNew |
$565K - $678K
|
4K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
4K+ 205.6% |
$565K - $678K
|
5.95K
$1.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.97K+ 255.96% |
$561K - $672K
|
5.52K
$1.1M
|