Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (QQQJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQJ) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
487KNew |
$11.8M - $12.8M
|
487K
$14.8M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
146K+ 12.6% |
$3.54M - $3.83M
|
1.3M
$39.7M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
67KNew |
$1.63M - $1.76M
|
67K
$2.04M
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
41.7KNew |
$1.01M - $1.1M
|
41.7K
$1.27M
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
40.4K+ 76258.49% |
$980K - $1.06M
|
40.5K
$1.23M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.1K+ 248.29% |
$754K - $816K
|
43.6K
$1.33M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.6KNew |
$694K - $752K
|
28.6K
$871K
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
24.6KNew |
$597K - $646K
|
24.6K
$749K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
19.1KNew |
$463K - $501K
|
19.1K
$581K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18.8K+ 197.29% |
$455K - $493K
|
28.3K
$861K
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
17.5K+ 13.44% |
$425K - $460K
|
148K
$4.5M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 5.47% |
$372K - $403K
|
296K
$9.01M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.7KNew |
$308K - $333K
|
12.7K
$386K
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
11.6KNew |
$281K - $304K
|
11.6K
$352K
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
8.41K+ 86.39% |
$204K - $221K
|
18.1K
$552K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.03KNew |
$195K - $211K
|
8.03K
$244K
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.78KNew |
$189K - $204K
|
7.78K
$237K
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
6.83K+ 7.97% |
$166K - $179K
|
92.5K
$2.82M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.77K+ 3.18% |
$164K - $178K
|
220K
$6.68M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.51K+ 13.48% |
$158K - $171K
|
54.7K
$1.67M
|
|
Jul 13, 2023
Q2 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
6.12K+ 2.41% |
$148K - $161K
|
260K
$7.91M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.05K+ 4.56% |
$98.3K - $106K
|
92.9K
$2.83M
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.63K+ 332.39% |
$88.1K - $95.4K
|
4.73K
$144K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.08K+ 16.55% |
$74.6K - $80.7K
|
21.7K
$659K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.01K+ 1.87% |
$73K - $79.1K
|
164K
$5M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.66K+ 3.79% |
$64.5K - $69.8K
|
72.8K
$2.22M
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.61K+ 5.02% |
$63.2K - $68.4K
|
54.5K
$1.66M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.37KNew |
$57.4K - $62.1K
|
2.37K
$72K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.3K+ 1.6% |
$55.8K - $60.5K
|
147K
$4.46M
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
2.25K+ 1.27% |
$54.5K - $59K
|
180K
$5.47M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.81KNew |
$43.8K - $47.4K
|
1.81K
$54.9K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.66K+ 1103.33% |
$40.1K - $43.4K
|
1.81K
$54.9K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.57K+ 855.43% |
$38.2K - $41.3K
|
1.76K
$53.5K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.57K+ 13.29% |
$38K - $41.2K
|
13.4K
$407K
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5K+ 16.61% |
$36.4K - $39.4K
|
10.5K
$320K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.33K+ 4.53% |
$32.2K - $34.8K
|
30.6K
$931K
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.28K+ 3.83% |
$31K - $33.6K
|
34.7K
$1.06M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.2K+ 13.96% |
$29K - $31.4K
|
9.77K
$297K
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.19KNew |
$28.7K - $31.1K
|
1.19K
$36.1K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.12K+ 9.26% |
$27.1K - $29.3K
|
13.2K
$402K
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
849+ 6.65% |
$20.6K - $22.3K
|
13.6K
$415K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
799+ 12.36% |
$19.4K - $21K
|
7.27K
$221K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
787+ 6.72% |
$19.1K - $20.7K
|
12.5K
$380K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
697+ 1.45% |
$16.9K - $18.3K
|
48.8K
$1.48M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
502+ 4.69% |
$12.2K - $13.2K
|
11.2K
$341K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
380+ 60.7% |
$9.22K - $9.98K
|
1.01K
$30.6K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
325+ 28.91% |
$7.88K - $8.53K
|
1.45K
$44.1K
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
321+ 1.25% |
$7.78K - $8.43K
|
26K
$790K
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
196New |
$4.75K - $5.15K
|
196
$5.96K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
182+ 1.99% |
$4.41K - $4.78K
|
9.33K
$284K
|