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 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-487- 27.78% |
$83.1K - $97.2K
|
1.27K
$247K
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.79K+ 22.48% |
$306K - $358K
|
9.76K
$1.9M
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10.2KNew |
$1.74M - $2.03M
|
10.2K
$1.98M
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10+ 0.63% |
$1.71K - $2K
|
1.61K
$313K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-12- 10.08% |
$2.05K - $2.4K
|
107
$20.8K
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.76% |
$1.54K - $1.8K
|
1.19K
$233K
|
|
Jul 17, 2024
Q2 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
4.14K+ 110.57% |
$707K - $827K
|
7.89K
$1.54M
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
99.4KNew |
$17M - $19.8M
|
99.4K
$19.4M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.47KNew |
$421K - $493K
|
2.47K
$481K
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.28KNew |
$218K - $255K
|
1.28K
$249K
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
16New |
$2.73K - $3.19K
|
16
$3.12K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.65K- 11.38% |
$1.48M - $1.73M
|
67.4K
$13.1M
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.12K+ 13.08% |
$191K - $224K
|
9.68K
$1.89M
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.85KNew |
$658K - $770K
|
3.85K
$751K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-29- 22.14% |
$4.95K - $5.79K
|
102
$19.9K
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
20.5KNew |
$3.5M - $4.09M
|
20.5K
$3.99M
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
22.8KNew |
$3.89M - $4.55M
|
22.8K
$4.44M
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-249- 0.61% |
$42.5K - $49.7K
|
40.9K
$7.97M
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
57.4KNew |
$9.8M - $11.5M
|
57.4K
$11.2M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.8K- 1.18% |
$2.87M - $3.36M
|
1.41M
$275M
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
8.77KNew |
$1.5M - $1.75M
|
8.77K
$1.71M
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-9- 0.38% |
$1.54K - $1.8K
|
2.38K
$463K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.38K+ 16.84% |
$747K - $874K
|
30.4K
$5.92M
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 0.58% |
$172K - $201K
|
174K
$33.9M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-13- 0.05% |
$2.22K - $2.6K
|
27.1K
$5.27M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-24.2K- 61.54% |
$4.13M - $4.84M
|
15.1K
$2.95M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14.7K+ 32.34% |
$2.51M - $2.93M
|
60.1K
$11.7M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
30New |
$5.12K - $5.99K
|
30
$5.85K
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-13- 0.35% |
$2.22K - $2.6K
|
3.74K
$729K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.35K+ 3.14% |
$1.6M - $1.87M
|
307K
$59.8M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.19K+ 81.12% |
$885K - $1.04M
|
11.6K
$2.26M
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-1.15K- 1.78% |
$196K - $230K
|
63.5K
$12.4M
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.41KNew |
$412K - $482K
|
2.41K
$470K
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-147- 1.31% |
$25.1K - $29.4K
|
11K
$2.15M
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
83.1K+ 63.78% |
$14.2M - $16.6M
|
213K
$41.6M
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
6.41K+ 35.75% |
$1.09M - $1.28M
|
24.3K
$4.74M
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
564+ 234.02% |
$96.2K - $113K
|
805
$157K
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
59.9K+ 420.49% |
$10.2M - $12M
|
74.1K
$14.4M
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-23- 0.39% |
$3.92K - $4.59K
|
5.94K
$1.16M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.98K- 30.89% |
$508K - $594K
|
6.66K
$1.3M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3+ 0.27% |
$512 - $599
|
1.12K
$219K
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
271+ 5.31% |
$46.2K - $54.1K
|
5.37K
$1.05M
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 5.26% |
$175K - $205K
|
20.5K
$4M
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.78KNew |
$304K - $355K
|
1.78K
$347K
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.28KNew |
$730K - $854K
|
4.28K
$833K
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
175+ 4.29% |
$29.9K - $34.9K
|
4.25K
$828K
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.12KNew |
$532K - $622K
|
3.12K
$607K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
803New |
$137K - $160K
|
803
$156K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.5KNew |
$939K - $1.1M
|
5.5K
$1.07M
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.5K+ 4.44% |
$767K - $898K
|
106K
$20.6M
|