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 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
403+ 16.76% |
$56.9K - $68.2K
|
2.81K
$603K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
400+ 7.5% |
$56.5K - $67.7K
|
5.74K
$1.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
385New |
$54.4K - $65.2K
|
385
$82.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
380+ 3.38% |
$53.7K - $64.4K
|
11.6K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
375+ 5.28% |
$53K - $63.5K
|
7.48K
$1.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
359+ 7.88% |
$50.7K - $60.8K
|
4.92K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
349+ 115.56% |
$49.3K - $59.1K
|
651
$140K
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
339+ 2.9% |
$47.9K - $57.4K
|
12K
$2.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
310+ 12.37% |
$43.8K - $52.5K
|
2.82K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
300+ 9.7% |
$42.4K - $50.8K
|
3.39K
$729K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
300New |
$42.4K - $50.8K
|
300
$64.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
280+ 4.01% |
$39.6K - $47.4K
|
7.27K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
274+ 0.33% |
$38.7K - $46.4K
|
84.4K
$18.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
272+ 4.98% |
$38.4K - $46.1K
|
5.73K
$1.23M
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
264+ 0.2% |
$37.3K - $44.7K
|
129K
$27.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
259+ 1.88% |
$36.6K - $43.9K
|
14K
$3.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
252New |
$35.6K - $42.7K
|
252
$54.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
247+ 9.66% |
$34.9K - $41.8K
|
2.81K
$602K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
240New |
$33.9K - $40.6K
|
240
$51.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
233+ 49.47% |
$32.9K - $39.5K
|
704
$151K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
221+ 3.06% |
$31.2K - $37.4K
|
7.44K
$1.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
211+ 5.12% |
$29.8K - $35.7K
|
4.33K
$930K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
200New |
$28.3K - $33.9K
|
200
$43K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
192New |
$27.1K - $32.5K
|
192
$41.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
190+ 2.92% |
$26.8K - $32.2K
|
6.71K
$1.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
180+ 11.25% |
$25.4K - $30.5K
|
1.78K
$382K
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
179+ 7.17% |
$25.3K - $30.3K
|
2.67K
$574K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
174+ 3.82% |
$24.6K - $29.5K
|
4.72K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
173+ 13.18% |
$24.4K - $29.3K
|
1.49K
$319K
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
171+ 11.64% |
$24.2K - $29K
|
1.64K
$352K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
168+ 11.67% |
$23.7K - $28.5K
|
1.61K
$345K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
168+ 11.67% |
$23.7K - $28.5K
|
1.61K
$345K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
142+ 3.98% |
$20.1K - $24K
|
3.71K
$798K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
141+ 10.29% |
$19.9K - $23.9K
|
1.51K
$325K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
141+ 0.89% |
$19.9K - $23.9K
|
16K
$3.44M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
141+ 0.89% |
$19.9K - $23.9K
|
16K
$3.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
125New |
$17.7K - $21.2K
|
125
$26.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
124+ 8.88% |
$17.5K - $21K
|
1.52K
$327K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
120New |
$17K - $20.3K
|
120
$25.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
118+ 0.53% |
$16.7K - $20K
|
22.3K
$4.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
106+ 120.45% |
$15K - $18K
|
194
$41.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100+ 22.88% |
$14.1K - $16.9K
|
537
$115K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
98+ 1.67% |
$13.8K - $16.6K
|
5.96K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
96New |
$13.6K - $16.3K
|
96
$20.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
89+ 25.95% |
$12.6K - $15.1K
|
432
$92.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
83+ 1.79% |
$11.7K - $14.1K
|
4.71K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
80New |
$11.3K - $13.5K
|
80
$17.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
77+ 0.53% |
$10.9K - $13K
|
14.6K
$3.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
72New |
$10.2K - $12.2K
|
72
$15.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
70New |
$9.89K - $11.9K
|
70
$15K
|