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 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
62+ 3.56% |
$8.76K - $10.5K
|
1.8K
$388K
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
57+ 0.78% |
$8.05K - $9.65K
|
7.35K
$1.58M
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
54+ 0.38% |
$7.63K - $9.14K
|
14.2K
$3.05M
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
53+ 64.63% |
$7.49K - $8.98K
|
135
$29K
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
51+ 0.55% |
$7.2K - $8.64K
|
9.28K
$2M
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
51+ 21.52% |
$7.2K - $8.64K
|
288
$61.9K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
50New |
$7.06K - $8.47K
|
50
$10.7K
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
43+ 1.9% |
$6.07K - $7.28K
|
2.31K
$496K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
40New |
$5.65K - $6.77K
|
40
$8.6K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
37+ 49.33% |
$5.23K - $6.27K
|
112
$24.1K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
32New |
$4.52K - $5.42K
|
32
$6.88K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
30New |
$4.24K - $5.08K
|
30
$6.45K
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
30+ 0.33% |
$4.24K - $5.08K
|
8.99K
$1.93M
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
28New |
$3.96K - $4.74K
|
28
$6.02K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27+ 28.13% |
$3.81K - $4.57K
|
123
$26.4K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
23+ 14.2% |
$3.25K - $3.9K
|
185
$39.8K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20+ 20.2% |
$2.83K - $3.39K
|
119
$25.6K
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
19+ 1.16% |
$2.68K - $3.22K
|
1.66K
$357K
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19+ 0.17% |
$2.68K - $3.22K
|
11.3K
$2.43M
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
15New |
$2.12K - $2.54K
|
15
$3.22K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
9New |
$1.27K - $1.52K
|
9
$1.93K
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9New |
$1.27K - $1.52K
|
9
$1.93K
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9+ 0.13% |
$1.27K - $1.52K
|
6.82K
$1.47M
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.22% |
$989 - $1.19K
|
3.25K
$698K
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
6+ 66.67% |
$848 - $1.02K
|
15
$3.22K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6+ 0.35% |
$848 - $1.02K
|
1.72K
$370K
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
5+ 0.36% |
$706 - $847
|
1.38K
$296K
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
4+ 0.24% |
$565 - $677
|
1.67K
$360K
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3+ 0.17% |
$424 - $508
|
1.81K
$389K
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.11% |
$283 - $339
|
1.83K
$392K
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2+ 0.1% |
$283 - $339
|
2.02K
$434K
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$141 - $169
|
5.51K
$1.18M
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 8.33% |
$141 - $169
|
13
$2.79K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1New |
$141 - $169
|
1
$215
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.24% |
$141 - $169
|
422
$90.7K
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.04% |
$141 - $169
|
2.47K
$531K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1New |
$141 - $169
|
1
$215
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1New |
$141 - $169
|
1
$215
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-7- 0.39% |
$989 - $1.19K
|
1.78K
$382K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 1.41% |
$1.27K - $1.52K
|
630
$135K
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-15- 1.9% |
$2.12K - $2.54K
|
774
$166K
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-25- 0.89% |
$3.53K - $4.23K
|
2.77K
$596K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26- 28.26% |
$3.67K - $4.4K
|
66
$14.2K
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-28- 0.15% |
$3.96K - $4.74K
|
18.5K
$3.97M
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-45- 1.91% |
$6.36K - $7.62K
|
2.31K
$496K
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 15.15% |
$7.06K - $8.47K
|
280
$60.2K
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 1.4% |
$7.06K - $8.47K
|
3.53K
$759K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-50- 65.79% |
$7.06K - $8.47K
|
26
$5.59K
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-53- 1.35% |
$7.49K - $8.98K
|
3.88K
$834K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-60- 11.54% |
$8.48K - $10.2K
|
460
$98.9K
|