Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (QQQM)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (QQQM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
878+ 6.97% |
$150K - $199K
|
13.5K
$3.19M
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
190New |
$32.6K - $43.1K
|
190
$44.9K
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
79New |
$13.5K - $17.9K
|
79
$18.7K
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
8.25K+ 7.5% |
$1.41M - $1.87M
|
118K
$28M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.2K+ 319.69% |
$3.64M - $4.82M
|
27.9K
$6.59M
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
5.84K+ 17.7% |
$1M - $1.33M
|
38.8K
$9.18M
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-38- 0.54% |
$6.51K - $8.63K
|
6.98K
$1.65M
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
52+ 1.36% |
$8.91K - $11.8K
|
3.87K
$915K
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
536+ 1.51% |
$91.9K - $122K
|
36.1K
$8.55M
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
1.09K+ 22.6% |
$186K - $246K
|
5.89K
$1.39M
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
1.49KNew |
$255K - $338K
|
1.49K
$352K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.9K+ 89.15% |
$3.41M - $4.52M
|
42.3K
$9.99M
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.09KNew |
$530K - $702K
|
3.09K
$731K
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.28K+ 1.65% |
$390K - $517K
|
140K
$33.1M
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
13.9KNew |
$2.37M - $3.15M
|
13.9K
$3.28M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
942+ 1.11% |
$161K - $214K
|
86.1K
$20.4M
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.05KNew |
$179K - $237K
|
1.05K
$247K
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-184- 1.23% |
$31.5K - $41.8K
|
14.8K
$3.5M
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.88K+ 129.97% |
$322K - $426K
|
3.32K
$786K
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
93+ 0.62% |
$15.9K - $21.1K
|
15.1K
$3.57M
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
35+ 7.71% |
$6K - $7.95K
|
489
$116K
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.15KNew |
$196K - $260K
|
1.15K
$271K
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
3.31K+ 39.66% |
$568K - $752K
|
11.7K
$2.76M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.79K+ 14.82% |
$307K - $406K
|
13.9K
$3.28M
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
721+ 4.04% |
$124K - $164K
|
18.6K
$4.39M
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.16K- 18.22% |
$198K - $263K
|
5.2K
$1.23M
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.19K+ 35.84% |
$1.06M - $1.41M
|
23.5K
$5.55M
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
134+ 8.06% |
$23K - $30.4K
|
1.8K
$425K
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.8KNew |
$308K - $408K
|
1.8K
$425K
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1K+ 700.7% |
$172K - $228K
|
1.15K
$271K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.71K- 4.02% |
$464K - $614K
|
64.6K
$15.3M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.56K+ 11.05% |
$268K - $355K
|
15.7K
$3.71M
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
278+ 22.42% |
$47.6K - $63.1K
|
1.52K
$359K
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-125- 8.66% |
$21.4K - $28.4K
|
1.32K
$312K
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.96% |
$171 - $227
|
105
$24.8K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.68K+ 70.02% |
$1.14M - $1.52M
|
16.2K
$3.83M
|
|
Jul 24, 2025
Q2 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-1.06K- 74.58% |
$182K - $241K
|
362
$85.6K
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
111+ 1.33% |
$19K - $25.2K
|
8.47K
$2M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.18K+ 7.22% |
$202K - $268K
|
17.5K
$4.14M
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
114K+ 58.69% |
$19.5M - $25.8M
|
307K
$72.7M
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13New |
$2.23K - $2.95K
|
13
$3.07K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 19.15% |
$3.09K - $4.09K
|
112
$26.5K
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
2.24K+ 49.62% |
$384K - $508K
|
6.75K
$1.6M
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
132+ 400.0% |
$22.6K - $30K
|
165
$39K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
550+ 5.08% |
$94.3K - $125K
|
11.4K
$2.69M
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
81.9K+ 4.62% |
$14M - $18.6M
|
1.85M
$438M
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
261New |
$44.7K - $59.3K
|
261
$61.7K
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
37+ 0.24% |
$6.34K - $8.4K
|
15.4K
$3.65M
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
6.77KNew |
$1.16M - $1.54M
|
6.77K
$1.6M
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.1K+ 4.78% |
$360K - $476K
|
46K
$10.9M
|