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
|
Jacobi Capital Management LLC
|
SELL
|
- |
-75- 3.26% |
$10.6K - $12.7K
|
2.23K
$471K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-76- 1.35% |
$10.7K - $12.9K
|
5.54K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-76- 2.7% |
$10.7K - $12.9K
|
2.74K
$580K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-96- 7.97% |
$13.6K - $16.3K
|
1.11K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-122- 4.51% |
$17.2K - $20.7K
|
2.59K
$547K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-173- 6.9% |
$24.4K - $29.3K
|
2.33K
$493K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-177- 3.17% |
$25K - $30K
|
5.4K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-178- 7.31% |
$25.1K - $30.1K
|
2.26K
$477K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-181- 3.07% |
$25.6K - $30.7K
|
5.71K
$1.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-186- 2.35% |
$26.3K - $31.5K
|
7.74K
$1.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-196- 5.43% |
$27.7K - $33.2K
|
3.41K
$721K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-200- 2.23% |
$28.3K - $33.9K
|
8.76K
$1.85M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-205- 7.58% |
$29K - $34.7K
|
2.5K
$528K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-236- 0.33% |
$33.3K - $40K
|
72.2K
$15.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-255- 0.15% |
$36K - $43.2K
|
175K
$36.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-262- 26.33% |
$37K - $44.4K
|
733
$155K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-290- 4.28% |
$41K - $49.1K
|
6.49K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-296- 2.6% |
$41.8K - $50.1K
|
11.1K
$2.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-300- 50.0% |
$42.4K - $50.8K
|
300
$63.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-301- 60.56% |
$42.5K - $51K
|
196
$41.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-306- 12.7% |
$43.2K - $51.8K
|
2.1K
$444K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-316- 10.08% |
$44.6K - $53.5K
|
2.82K
$596K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-341- 42.15% |
$48.2K - $57.7K
|
468
$98.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-341- 1.62% |
$48.2K - $57.7K
|
20.7K
$4.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-429- 1.75% |
$60.6K - $72.7K
|
24.1K
$5.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-434- 6.5% |
$61.3K - $73.5K
|
6.24K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-450- 5.7% |
$63.6K - $76.2K
|
7.45K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-471- 9.0% |
$66.5K - $79.8K
|
4.76K
$1.01M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-600- 64.24% |
$84.8K - $102K
|
334
$70.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-633- 11.75% |
$89.4K - $107K
|
4.75K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-657- 11.79% |
$92.8K - $111K
|
4.92K
$1.04M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-678- 4.87% |
$95.8K - $115K
|
13.2K
$2.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-699- 19.51% |
$98.7K - $118K
|
2.88K
$610K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-704- 10.25% |
$99.4K - $119K
|
6.16K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-728- 29.33% |
$103K - $123K
|
1.75K
$371K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-742- 3.56% |
$105K - $126K
|
20.1K
$4.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-818- 11.24% |
$116K - $139K
|
6.46K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-838- 3.54% |
$118K - $142K
|
22.9K
$4.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-897- 10.0% |
$127K - $152K
|
8.07K
$1.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-940- 29.03% |
$133K - $159K
|
2.3K
$486K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-954- 0.68% |
$135K - $162K
|
140K
$29.6M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-975- 11.48% |
$138K - $165K
|
7.52K
$1.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.24K- 4.36% |
$175K - $210K
|
27.2K
$5.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.38K- 36.13% |
$195K - $234K
|
2.44K
$516K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.47K- 23.88% |
$208K - $249K
|
4.69K
$990K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.55K- 51.78% |
$218K - $262K
|
1.44K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.57K- 0.82% |
$221K - $265K
|
189K
$40M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.6K- 25.65% |
$226K - $271K
|
4.63K
$979K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.81K- 37.83% |
$256K - $307K
|
2.98K
$629K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.96K- 54.94% |
$277K - $332K
|
1.61K
$339K
|