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 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
397+ 1.98% |
$78.6K - $87.9K
|
20.4K
$4.39M
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
365+ 7.99% |
$72.3K - $80.9K
|
4.93K
$1.06M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
351+ 3.62% |
$69.5K - $77.8K
|
10.1K
$2.16M
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
337+ 3.05% |
$66.7K - $74.6K
|
11.4K
$2.45M
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
315+ 4.04% |
$62.4K - $69.8K
|
8.11K
$1.74M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
259+ 4.78% |
$51.3K - $57.4K
|
5.68K
$1.22M
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
214+ 12.57% |
$42.4K - $47.4K
|
1.92K
$412K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
177+ 2.99% |
$35.1K - $39.2K
|
6.09K
$1.31M
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
167+ 12.69% |
$33.1K - $37K
|
1.48K
$319K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
167+ 20.8% |
$33.1K - $37K
|
970
$208K
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
154New |
$30.5K - $34.1K
|
154
$33.1K
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
136+ 0.08% |
$26.9K - $30.1K
|
176K
$37.7M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
126+ 9.05% |
$25K - $27.9K
|
1.52K
$326K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
118New |
$23.4K - $26.1K
|
118
$25.3K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
115+ 18.52% |
$22.8K - $25.5K
|
736
$158K
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
111+ 3.1% |
$22K - $24.6K
|
3.7K
$794K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
110+ 34.81% |
$21.8K - $24.4K
|
426
$91.5K
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
100+ 2.27% |
$19.8K - $22.2K
|
4.5K
$966K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
100+ 1.4% |
$19.8K - $22.2K
|
7.22K
$1.55M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
96+ 9.07% |
$19K - $21.3K
|
1.15K
$248K
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
77+ 7.33% |
$15.2K - $17.1K
|
1.13K
$242K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
76+ 2.16% |
$15.1K - $16.8K
|
3.6K
$772K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
75+ 1.76% |
$14.9K - $16.6K
|
4.35K
$933K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
70+ 5.33% |
$13.9K - $15.5K
|
1.38K
$297K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
68+ 3.44% |
$13.5K - $15.1K
|
2.05K
$439K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
34+ 0.96% |
$6.73K - $7.53K
|
3.58K
$769K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33+ 1.5% |
$6.54K - $7.31K
|
2.23K
$480K
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
23+ 0.32% |
$4.55K - $5.09K
|
7.22K
$1.55M
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
20New |
$3.96K - $4.43K
|
20
$4.3K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.14% |
$1.78K - $1.99K
|
6.65K
$1.43M
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
9+ 0.59% |
$1.78K - $1.99K
|
1.54K
$331K
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
7+ 0.17% |
$1.39K - $1.55K
|
4.11K
$883K
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
4+ 0.18% |
$792 - $886
|
2.17K
$467K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1- 0.04% |
$198 - $222
|
2.48K
$532K
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-19- 48.72% |
$3.76K - $4.21K
|
20
$4.3K
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-19- 0.74% |
$3.76K - $4.21K
|
2.56K
$549K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-38- 1.64% |
$7.53K - $8.42K
|
2.28K
$489K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-54- 37.76% |
$10.7K - $12K
|
89
$19.1K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-70- 1.81% |
$13.9K - $15.5K
|
3.81K
$817K
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-73- 0.4% |
$14.5K - $16.2K
|
18.2K
$3.92M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-74- 1.4% |
$14.7K - $16.4K
|
5.22K
$1.12M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-75- 2.12% |
$14.9K - $16.6K
|
3.46K
$744K
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-76- 1.0% |
$15.1K - $16.8K
|
7.53K
$1.62M
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-138- 1.22% |
$27.3K - $30.6K
|
11.2K
$2.4M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-169- 1.29% |
$33.5K - $37.4K
|
12.9K
$2.78M
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-236- 10.22% |
$46.7K - $52.3K
|
2.07K
$445K
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-353- 0.31% |
$69.9K - $78.2K
|
112K
$24M
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-433- 0.64% |
$85.8K - $95.9K
|
67.6K
$14.5M
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-481- 20.63% |
$95.3K - $107K
|
1.85K
$398K
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-618- 10.86% |
$122K - $137K
|
5.07K
$1.09M
|