Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q4 2024. 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 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
59+ 1.42% |
$11.7K - $13.1K
|
4.21K
$813K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56+ 1.84% |
$11.1K - $12.4K
|
3.11K
$600K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
52+ 208.0% |
$10.3K - $11.5K
|
77
$14.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
50+ 15.53% |
$9.9K - $11.1K
|
372
$71.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
46+ 2.02% |
$9.11K - $10.2K
|
2.33K
$449K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
45+ 0.12% |
$8.91K - $9.97K
|
36.4K
$7.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 136.36% |
$8.91K - $9.97K
|
78
$15.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
44+ 39.29% |
$8.71K - $9.75K
|
156
$30.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
41+ 0.97% |
$8.12K - $9.08K
|
4.27K
$825K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
40New |
$7.92K - $8.86K
|
40
$7.72K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
38+ 2.5% |
$7.53K - $8.42K
|
1.56K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
37+ 1.02% |
$7.33K - $8.2K
|
3.68K
$711K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
35+ 0.8% |
$6.93K - $7.75K
|
4.44K
$857K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
35+ 2.06% |
$6.93K - $7.75K
|
1.74K
$336K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
35New |
$6.93K - $7.75K
|
35
$6.76K
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
34+ 0.99% |
$6.73K - $7.53K
|
3.47K
$670K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
34+ 4.16% |
$6.73K - $7.53K
|
852
$165K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
34+ 0.96% |
$6.73K - $7.53K
|
3.58K
$691K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33+ 1.5% |
$6.54K - $7.31K
|
2.23K
$431K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
31+ 1.42% |
$6.14K - $6.87K
|
2.21K
$427K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
29+ 0.26% |
$5.74K - $6.42K
|
11.1K
$2.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
27+ 2.18% |
$5.35K - $5.98K
|
1.27K
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
27New |
$5.35K - $5.98K
|
27
$5.21K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
26New |
$5.15K - $5.76K
|
26
$5.02K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
24New |
$4.75K - $5.32K
|
24
$4.63K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
24New |
$4.75K - $5.32K
|
24
$4.63K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
23+ 0.32% |
$4.55K - $5.09K
|
7.22K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
22+ 2.09% |
$4.36K - $4.87K
|
1.08K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22+ 1.02% |
$4.36K - $4.87K
|
2.18K
$421K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 6.34% |
$4.16K - $4.65K
|
352
$68K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
21+ 2.08% |
$4.16K - $4.65K
|
1.03K
$199K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
20New |
$3.96K - $4.43K
|
20
$3.86K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
19+ 0.32% |
$3.76K - $4.21K
|
5.92K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
18New |
$3.56K - $3.99K
|
18
$3.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
18+ 0.29% |
$3.56K - $3.99K
|
6.22K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
16+ 0.72% |
$3.17K - $3.54K
|
2.24K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
16New |
$3.17K - $3.54K
|
16
$3.09K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
15+ 0.58% |
$2.97K - $3.32K
|
2.6K
$503K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15+ 166.67% |
$2.97K - $3.32K
|
24
$4.63K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
13New |
$2.57K - $2.88K
|
13
$2.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
12New |
$2.38K - $2.66K
|
12
$2.32K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11+ 0.82% |
$2.18K - $2.44K
|
1.36K
$262K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
10+ 2.15% |
$1.98K - $2.22K
|
476
$91.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
9+ 0.81% |
$1.78K - $1.99K
|
1.12K
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.14% |
$1.78K - $1.99K
|
6.65K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
9+ 0.08% |
$1.78K - $1.99K
|
10.7K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
9+ 10.84% |
$1.78K - $1.99K
|
92
$17.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9+ 0.47% |
$1.78K - $1.99K
|
1.93K
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
9New |
$1.78K - $1.99K
|
9
$1.74K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
9+ 0.59% |
$1.78K - $1.99K
|
1.54K
$298K
|