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 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.3KNew |
$183K - $219K
|
1.3K
$274K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
1.29KNew |
$182K - $218K
|
1.29K
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.28K+ 108.14% |
$180K - $216K
|
2.46K
$519K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.28KNew |
$180K - $216K
|
1.28K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.27KNew |
$179K - $215K
|
1.27K
$268K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
1.24KNew |
$176K - $211K
|
1.24K
$263K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.21KNew |
$171K - $205K
|
1.21K
$256K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.2KNew |
$170K - $203K
|
1.2K
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.2KNew |
$170K - $203K
|
1.2K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.19KNew |
$169K - $202K
|
1.19K
$252K
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.19KNew |
$169K - $202K
|
1.19K
$252K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.11K+ 11.54% |
$157K - $188K
|
10.7K
$2.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.1K+ 0.69% |
$156K - $187K
|
161K
$34M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.1K+ 22.94% |
$155K - $186K
|
5.9K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.08K+ 3.37% |
$153K - $184K
|
33.2K
$7.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
997+ 42.83% |
$141K - $169K
|
3.33K
$703K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
988+ 6.49% |
$140K - $167K
|
16.2K
$3.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
973+ 82.32% |
$137K - $165K
|
2.16K
$455K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
970+ 11.47% |
$137K - $164K
|
9.43K
$1.99M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
961+ 23.73% |
$136K - $163K
|
5.01K
$1.06M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
958+ 8.49% |
$135K - $162K
|
12.2K
$2.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
939+ 23.81% |
$133K - $159K
|
4.88K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
914+ 15.49% |
$129K - $155K
|
6.82K
$1.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
904+ 2.5% |
$128K - $153K
|
37K
$7.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
868+ 2.65% |
$123K - $147K
|
33.6K
$7.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
836+ 0.34% |
$118K - $142K
|
245K
$51.7M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
824+ 21.05% |
$116K - $140K
|
4.74K
$1M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
778+ 30.1% |
$110K - $132K
|
3.36K
$711K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
754+ 24.78% |
$107K - $128K
|
3.8K
$802K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
739+ 3.73% |
$104K - $125K
|
20.6K
$4.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
722+ 1.33% |
$102K - $122K
|
55.1K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
716+ 4.43% |
$101K - $121K
|
16.9K
$3.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
689+ 2.37% |
$97.3K - $117K
|
29.7K
$6.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
660New |
$93.2K - $112K
|
660
$139K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
612+ 460.15% |
$86.5K - $104K
|
745
$157K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
602+ 1.9% |
$85K - $102K
|
32.2K
$6.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
556New |
$78.5K - $94.2K
|
556
$118K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
551+ 15.24% |
$77.8K - $93.3K
|
4.17K
$881K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
543New |
$76.7K - $92K
|
543
$115K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
526+ 0.6% |
$74.3K - $89.1K
|
88K
$18.6M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
515+ 12.87% |
$72.7K - $87.2K
|
4.52K
$955K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
493New |
$69.6K - $83.5K
|
493
$104K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
478New |
$67.5K - $80.9K
|
478
$101K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
475+ 19.62% |
$67.1K - $80.4K
|
2.9K
$612K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
433+ 1.83% |
$61.2K - $73.3K
|
24K
$5.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
425New |
$60K - $72K
|
425
$89.8K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
413+ 0.64% |
$58.3K - $69.9K
|
65.2K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
405+ 27.84% |
$57.2K - $68.6K
|
1.86K
$393K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
403+ 16.76% |
$56.9K - $68.2K
|
2.81K
$593K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
400+ 7.5% |
$56.5K - $67.7K
|
5.74K
$1.21M
|