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 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.9K+ 52.05% |
$551K - $661K
|
11.4K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.81KNew |
$538K - $645K
|
3.81K
$754K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.75KNew |
$529K - $634K
|
3.75K
$742K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.74KNew |
$528K - $633K
|
3.74K
$740K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.72KNew |
$525K - $630K
|
3.72K
$737K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3.63K+ 4.2% |
$513K - $615K
|
90.1K
$17.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
3.62K+ 9.83% |
$511K - $613K
|
40.4K
$8M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
3.61K+ 72100.0% |
$509K - $611K
|
3.61K
$715K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.58K+ 64.33% |
$505K - $606K
|
9.14K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.53K+ 1.13% |
$498K - $597K
|
315K
$62.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.37K+ 94.03% |
$476K - $571K
|
6.95K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.36K+ 4.56% |
$475K - $570K
|
77.1K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.26K+ 4.97% |
$461K - $553K
|
68.9K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.2KNew |
$452K - $541K
|
3.2K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.1KNew |
$438K - $526K
|
3.1K
$615K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
3.08K+ 16.73% |
$435K - $522K
|
21.5K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.07KNew |
$434K - $520K
|
3.07K
$608K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.07KNew |
$433K - $519K
|
3.07K
$607K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.97KNew |
$420K - $503K
|
2.97K
$589K
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
2.91KNew |
$411K - $493K
|
2.91K
$577K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.89K+ 4.25% |
$408K - $489K
|
70.8K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.88K+ 64.56% |
$407K - $488K
|
7.35K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.81K+ 28.28% |
$397K - $476K
|
12.7K
$2.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
2.75K+ 2.88% |
$389K - $466K
|
98.2K
$19.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2.75KNew |
$388K - $466K
|
2.75K
$545K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
2.73KNew |
$385K - $462K
|
2.73K
$540K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.67K+ 185.66% |
$377K - $452K
|
4.11K
$813K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.63KNew |
$372K - $446K
|
2.63K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.62KNew |
$370K - $444K
|
2.62K
$519K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.62KNew |
$370K - $444K
|
2.62K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.61K+ 29.05% |
$369K - $442K
|
11.6K
$2.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.57K+ 31.38% |
$363K - $435K
|
10.8K
$2.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.52K+ 4.97% |
$356K - $427K
|
53.2K
$10.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.5KNew |
$353K - $423K
|
2.5K
$495K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.48KNew |
$350K - $420K
|
2.48K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.46K+ 20.39% |
$348K - $417K
|
14.5K
$2.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.45KNew |
$346K - $415K
|
2.45K
$485K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 58.14% |
$343K - $411K
|
6.61K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.4K+ 118.02% |
$340K - $407K
|
4.44K
$879K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.4K+ 13.21% |
$339K - $406K
|
20.5K
$4.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.35KNew |
$333K - $399K
|
2.35K
$466K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.33K+ 12.67% |
$329K - $395K
|
20.7K
$4.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.27K+ 26.44% |
$320K - $384K
|
10.8K
$2.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.23K+ 1.11% |
$314K - $377K
|
202K
$40M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.22K+ 1.76% |
$313K - $376K
|
128K
$25.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.21K+ 40.01% |
$312K - $374K
|
7.73K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.21K+ 16.58% |
$312K - $374K
|
15.5K
$3.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.19K+ 2.76% |
$310K - $371K
|
81.6K
$16.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.15K+ 5.18% |
$303K - $364K
|
43.6K
$8.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.07KNew |
$292K - $350K
|
2.07K
$409K
|