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 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
95+ 0.7% |
$18.8K - $21K
|
13.6K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
79+ 718.18% |
$15.6K - $17.5K
|
90
$19.5K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
78New |
$15.4K - $17.3K
|
78
$16.9K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
77+ 7.33% |
$15.2K - $17.1K
|
1.13K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
76+ 2.16% |
$15.1K - $16.8K
|
3.6K
$781K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
75New |
$14.9K - $16.6K
|
75
$16.3K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
75+ 1.76% |
$14.9K - $16.6K
|
4.35K
$943K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
74New |
$14.7K - $16.4K
|
74
$16.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
74+ 1.3% |
$14.7K - $16.4K
|
5.76K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
70+ 0.83% |
$13.9K - $15.5K
|
8.49K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
70+ 5.33% |
$13.9K - $15.5K
|
1.38K
$300K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
68+ 3.44% |
$13.5K - $15.1K
|
2.05K
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
67+ 4.1% |
$13.3K - $14.8K
|
1.7K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
65New |
$12.9K - $14.4K
|
65
$14.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
62New |
$12.3K - $13.7K
|
62
$13.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
59+ 1.42% |
$11.7K - $13.1K
|
4.21K
$914K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56+ 1.84% |
$11.1K - $12.4K
|
3.11K
$675K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
52+ 208.0% |
$10.3K - $11.5K
|
77
$16.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
50+ 15.53% |
$9.9K - $11.1K
|
372
$80.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
46+ 2.02% |
$9.11K - $10.2K
|
2.33K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 136.36% |
$8.91K - $9.97K
|
78
$16.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
45+ 0.12% |
$8.91K - $9.97K
|
36.4K
$7.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
44+ 39.29% |
$8.71K - $9.75K
|
156
$33.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
41+ 0.97% |
$8.12K - $9.08K
|
4.27K
$928K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
40New |
$7.92K - $8.86K
|
40
$8.68K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
38+ 2.5% |
$7.53K - $8.42K
|
1.56K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
37+ 1.02% |
$7.33K - $8.2K
|
3.68K
$799K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
36+ 0.12% |
$7.13K - $7.97K
|
31.3K
$6.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
35+ 0.8% |
$6.93K - $7.75K
|
4.44K
$963K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
35New |
$6.93K - $7.75K
|
35
$7.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
35+ 2.06% |
$6.93K - $7.75K
|
1.74K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
34+ 0.96% |
$6.73K - $7.53K
|
3.58K
$777K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
34+ 4.16% |
$6.73K - $7.53K
|
852
$185K
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
34+ 0.99% |
$6.73K - $7.53K
|
3.47K
$754K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33+ 1.5% |
$6.54K - $7.31K
|
2.23K
$485K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
31+ 1.42% |
$6.14K - $6.87K
|
2.21K
$480K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
29+ 0.26% |
$5.74K - $6.42K
|
11.1K
$2.41M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
28+ 0.09% |
$5.55K - $6.2K
|
31.3K
$6.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
27New |
$5.35K - $5.98K
|
27
$5.86K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
27+ 2.18% |
$5.35K - $5.98K
|
1.27K
$275K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
26New |
$5.15K - $5.76K
|
26
$5.64K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
24New |
$4.75K - $5.32K
|
24
$5.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
24New |
$4.75K - $5.32K
|
24
$5.21K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
23+ 0.32% |
$4.55K - $5.09K
|
7.22K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22+ 1.02% |
$4.36K - $4.87K
|
2.18K
$473K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
22+ 2.09% |
$4.36K - $4.87K
|
1.08K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
21+ 2.08% |
$4.16K - $4.65K
|
1.03K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 6.34% |
$4.16K - $4.65K
|
352
$76.4K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
20New |
$3.96K - $4.43K
|
20
$4.34K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
19+ 0.32% |
$3.76K - $4.21K
|
5.92K
$1.29M
|