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 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.43K- 30.11% |
$679K - $760K
|
7.96K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-3.7K- 5.23% |
$733K - $820K
|
67K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-3.92K- 6.1% |
$775K - $867K
|
60.3K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.26K- 13.48% |
$844K - $944K
|
27.4K
$5.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.64K- 22.09% |
$919K - $1.03M
|
16.4K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.74K- 55.96% |
$938K - $1.05M
|
3.73K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.86K- 35.28% |
$963K - $1.08M
|
8.92K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-5.2K- 63.96% |
$1.03M - $1.15M
|
2.93K
$565K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5.45K- 20.96% |
$1.08M - $1.21M
|
20.6K
$3.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-5.82K- 4.09% |
$1.15M - $1.29M
|
136K
$26.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-6K- 16.78% |
$1.19M - $1.33M
|
29.8K
$5.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.05K- 3.87% |
$1.2M - $1.34M
|
150K
$29M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.36K- 73.34% |
$1.26M - $1.41M
|
2.31K
$446K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-6.46K- 6.4% |
$1.28M - $1.43M
|
94.5K
$18.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.3K- 28.56% |
$1.64M - $1.84M
|
20.8K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-8.41K- 26.19% |
$1.67M - $1.86M
|
23.7K
$4.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8.49K- 47.58% |
$1.68M - $1.88M
|
9.36K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10K- 35.94% |
$1.99M - $2.22M
|
17.9K
$3.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-10.2K- 19.68% |
$2.03M - $2.27M
|
41.8K
$8.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-10.7K- 25.18% |
$2.11M - $2.37M
|
31.7K
$6.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11.4K- 19.79% |
$2.27M - $2.54M
|
46.4K
$8.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11.5K- 25.21% |
$2.27M - $2.54M
|
34K
$6.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-11.7K- 33.4% |
$2.32M - $2.59M
|
23.4K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-12.5K- 80.53% |
$2.47M - $2.77M
|
3.02K
$583K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-12.6K- 72.69% |
$2.5M - $2.79M
|
4.74K
$915K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.9K- 77.67% |
$2.55M - $2.85M
|
3.7K
$714K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13K- 20.47% |
$2.57M - $2.87M
|
50.3K
$9.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-14.1K- 45.92% |
$2.79M - $3.12M
|
16.6K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-15.1K- 12.06% |
$2.99M - $3.35M
|
110K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.9K- 80.48% |
$3.35M - $3.74M
|
4.1K
$791K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17K- 99.36% |
$3.36M - $3.76M
|
109
$21K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.7K- 1.31% |
$4.29M - $4.8M
|
1.63M
$315M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.8K- 0.87% |
$4.51M - $5.04M
|
2.59M
$499M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-24.9K- 25.2% |
$4.94M - $5.52M
|
74K
$14.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-27.1K- 9.26% |
$5.37M - $6.01M
|
266K
$51.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-45.9K- 91.1% |
$9.08M - $10.2M
|
4.48K
$865K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-46.8K- 41.47% |
$9.28M - $10.4M
|
66.1K
$12.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-48.8K- 6.27% |
$9.67M - $10.8M
|
730K
$141M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-58.7K- 46.47% |
$11.6M - $13M
|
67.6K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-64.2K- 84.87% |
$12.7M - $14.2M
|
11.4K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-73.5K- 54.66% |
$14.6M - $16.3M
|
61K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-79.6K- 17.67% |
$15.8M - $17.6M
|
371K
$71.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-105K- 26.18% |
$20.8M - $23.3M
|
296K
$57.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-133K- 77.57% |
$26.4M - $29.5M
|
38.5K
$7.43M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-155K- 79.38% |
$30.8M - $34.4M
|
40.4K
$7.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-158K- 21.33% |
$31.2M - $34.9M
|
581K
$112M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-189K- 98.56% |
$37.5M - $41.9M
|
2.76K
$532K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.69M- 27.28% |
$334M - $373M
|
4.49M
$867M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6.15M- 99.29% |
$1.22B - $1.36B
|
44.3K
$8.55M
|