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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
4.62K+ 265.69% |
$914K - $1.02M
|
6.35K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
4.59KNew |
$909K - $1.02M
|
4.59K
$997K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
4.3K+ 45.1% |
$852K - $952K
|
13.8K
$3M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.29K+ 16.7% |
$850K - $950K
|
30K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.27K+ 5.17% |
$846K - $946K
|
86.9K
$18.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
4.25KNew |
$841K - $940K
|
4.25K
$922K
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.24KNew |
$839K - $939K
|
4.24K
$920K
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
4.23KNew |
$838K - $937K
|
4.23K
$919K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.13K+ 60.85% |
$818K - $915K
|
10.9K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
4.08KNew |
$807K - $903K
|
4.08K
$885K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.06K+ 16.36% |
$805K - $900K
|
28.9K
$6.27M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4KNew |
$792K - $886K
|
4K
$869K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.88K+ 18.95% |
$767K - $858K
|
24.3K
$5.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.83K+ 220.98% |
$759K - $849K
|
5.57K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.81K+ 15.03% |
$755K - $844K
|
29.2K
$6.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.76K+ 2.64% |
$745K - $834K
|
146K
$31.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.72K+ 3.59% |
$736K - $823K
|
107K
$23.3M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.68K+ 29.25% |
$729K - $816K
|
16.3K
$3.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.48KNew |
$688K - $770K
|
3.48K
$754K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.47K+ 1.78% |
$686K - $768K
|
198K
$42.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
3.46K+ 17.84% |
$685K - $766K
|
22.8K
$4.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3.38K+ 10.48% |
$669K - $748K
|
35.6K
$7.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.33K+ 7.3% |
$660K - $738K
|
49K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.27K+ 11.18% |
$647K - $723K
|
32.5K
$7.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.26KNew |
$646K - $722K
|
3.26K
$708K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.2KNew |
$634K - $709K
|
3.2K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3.2KNew |
$633K - $708K
|
3.2K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
3.18K+ 1.69% |
$629K - $704K
|
191K
$41.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.17KNew |
$628K - $703K
|
3.17K
$689K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.14KNew |
$621K - $695K
|
3.14K
$681K
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
3.12KNew |
$618K - $692K
|
3.12K
$678K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.09K+ 4.23% |
$612K - $684K
|
76K
$16.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$594K - $664K
|
3K
$651K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
3K+ 5.81% |
$594K - $664K
|
54.6K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.97K+ 131.57% |
$588K - $657K
|
5.22K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.96K+ 74050.0% |
$587K - $656K
|
2.97K
$644K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.93K+ 4.79% |
$581K - $649K
|
64.2K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.91KNew |
$577K - $645K
|
2.91K
$633K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.89K+ 4.08% |
$573K - $641K
|
73.8K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.85K+ 14.94% |
$565K - $632K
|
21.9K
$4.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.83K+ 2.17% |
$559K - $626K
|
133K
$28.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.81K+ 45.25% |
$557K - $623K
|
9.02K
$1.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.79KNew |
$552K - $617K
|
2.79K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.77K+ 12.52% |
$548K - $612K
|
24.8K
$5.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.74K+ 3.86% |
$543K - $608K
|
73.8K
$16M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.73K+ 8.81% |
$541K - $605K
|
33.7K
$7.32M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.68KNew |
$532K - $595K
|
2.68K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.68K+ 13.0% |
$531K - $594K
|
23.3K
$5.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.64K+ 33.32% |
$522K - $584K
|
10.6K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
2.62KNew |
$519K - $581K
|
2.62K
$569K
|