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
|
Old Mission Capital LLC
|
BUY
|
- |
2.07KNew |
$292K - $350K
|
2.07K
$399K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.05KNew |
$290K - $347K
|
2.05K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.05KNew |
$289K - $346K
|
2.05K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.03K+ 64.73% |
$286K - $343K
|
5.16K
$996K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.02KNew |
$285K - $342K
|
2.02K
$390K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.02K+ 36.01% |
$285K - $341K
|
7.61K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.01K+ 18.0% |
$284K - $341K
|
13.2K
$2.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2K+ 11.77% |
$282K - $338K
|
18.9K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$282K - $338K
|
1.99K
$385K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.91K+ 87.17% |
$270K - $323K
|
4.1K
$792K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.91K+ 5.24% |
$270K - $323K
|
38.4K
$7.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
1.84KNew |
$260K - $312K
|
1.84K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.82KNew |
$257K - $308K
|
1.82K
$351K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
1.8K+ 47.84% |
$254K - $304K
|
5.56K
$1.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.8KNew |
$254K - $304K
|
1.8K
$347K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.78K+ 27.74% |
$252K - $302K
|
8.21K
$1.58M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.78K+ 120.26% |
$252K - $302K
|
3.26K
$630K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.77KNew |
$249K - $299K
|
1.77K
$341K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.76K+ 40.28% |
$248K - $297K
|
6.12K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.75K+ 1.94% |
$248K - $297K
|
92.1K
$17.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.73K+ 45.9% |
$244K - $293K
|
5.5K
$1.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
1.73K+ 1.54% |
$244K - $293K
|
114K
$22M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.72K+ 7.85% |
$243K - $291K
|
23.6K
$4.56M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.72KNew |
$242K - $291K
|
1.72K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.69KNew |
$238K - $286K
|
1.69K
$326K
|
|
|
Feb 01, 2024
Q4 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.64KNew |
$232K - $278K
|
1.64K
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
1.61K+ 1850.57% |
$227K - $273K
|
1.7K
$328K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.59KNew |
$225K - $270K
|
1.59K
$307K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.58KNew |
$223K - $268K
|
1.58K
$305K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.54K+ 1.3% |
$217K - $260K
|
120K
$23.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.53KNew |
$216K - $259K
|
1.53K
$295K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.5K+ 50.69% |
$212K - $254K
|
4.47K
$862K
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.49K+ 59.58% |
$210K - $252K
|
3.98K
$768K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.48K+ 6704.55% |
$208K - $250K
|
1.5K
$289K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.47KNew |
$208K - $249K
|
1.47K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.45KNew |
$204K - $245K
|
1.45K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.43K+ 114.09% |
$201K - $241K
|
2.67K
$516K
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.4KNew |
$198K - $238K
|
1.4K
$271K
|
|
|
Oct 18, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.4KNew |
$198K - $238K
|
1.4K
$271K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.4K+ 17.48% |
$197K - $236K
|
9.38K
$1.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.39K+ 7.15% |
$196K - $235K
|
20.8K
$4.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
1.38KNew |
$195K - $234K
|
1.38K
$266K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.38KNew |
$194K - $233K
|
1.38K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.36K+ 32.63% |
$192K - $230K
|
5.53K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.36KNew |
$192K - $230K
|
1.36K
$263K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.35KNew |
$191K - $229K
|
1.35K
$261K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.35KNew |
$191K - $229K
|
1.35K
$261K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.35K+ 6.74% |
$190K - $228K
|
21.3K
$4.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.34KNew |
$189K - $226K
|
1.34K
$258K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.32KNew |
$186K - $223K
|
1.32K
$254K
|