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 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
101+ 7.39% |
$17.3K - $22.9K
|
1.47K
$347K
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.59K+ 2.09% |
$1.3M - $1.72M
|
370K
$87.5M
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
19KNew |
$3.26M - $4.32M
|
19K
$4.5M
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
34New |
$5.83K - $7.72K
|
34
$8.04K
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
762+ 2.45% |
$131K - $173K
|
31.9K
$7.55M
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
12.8K+ 148.83% |
$2.19M - $2.9M
|
21.3K
$5.04M
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
913+ 19.11% |
$156K - $207K
|
5.69K
$1.35M
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-7- 12.07% |
$1.2K - $1.59K
|
51
$12.1K
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-17.4K- 62.13% |
$2.98M - $3.95M
|
10.6K
$2.51M
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
935+ 10.68% |
$160K - $212K
|
9.69K
$2.29M
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
127+ 5.03% |
$21.8K - $28.8K
|
2.65K
$628K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
9.31K+ 3.29% |
$1.6M - $2.11M
|
292K
$69M
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
50.1KNew |
$8.59M - $11.4M
|
50.1K
$11.9M
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
23+ 2.19% |
$3.94K - $5.22K
|
1.07K
$254K
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-504- 17.85% |
$86.4K - $114K
|
2.32K
$548K
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
13.2K+ 21.87% |
$2.26M - $3M
|
73.5K
$17.4M
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-402- 1.45% |
$68.9K - $91.3K
|
27.3K
$6.45M
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
2.25K+ 1.86% |
$386K - $511K
|
123K
$29.1M
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
98.4KNew |
$16.9M - $22.4M
|
98.4K
$23.3M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.76K+ 15.82% |
$987K - $1.31M
|
42.2K
$9.97M
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.32K+ 18.59% |
$226K - $300K
|
8.42K
$1.99M
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
9.25KNew |
$1.59M - $2.1M
|
9.25K
$2.19M
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
14.3K+ 15.59% |
$2.44M - $3.24M
|
106K
$25M
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
869New |
$149K - $197K
|
869
$206K
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.79K- 35.13% |
$649K - $860K
|
6.99K
$1.65M
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
453+ 1.56% |
$77.6K - $103K
|
29.6K
$7M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2K+ 10.25% |
$343K - $454K
|
21.5K
$5.09M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.25K+ 316.14% |
$900K - $1.19M
|
6.91K
$1.63M
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
324+ 16.99% |
$55.5K - $73.6K
|
2.23K
$528K
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
965New |
$165K - $219K
|
965
$228K
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-129K- 89.61% |
$22.1M - $29.3M
|
15K
$3.54M
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.35KNew |
$403K - $534K
|
2.35K
$556K
|
|
Jul 22, 2025
Q2 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
3.73K+ 3.32% |
$638K - $846K
|
116K
$27.4M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
657+ 26.43% |
$113K - $149K
|
3.14K
$743K
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.83KNew |
$313K - $415K
|
1.83K
$432K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.61K+ 2.04% |
$276K - $366K
|
80.6K
$19.1M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
121+ 8.29% |
$20.7K - $27.5K
|
1.58K
$374K
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.02KNew |
$174K - $231K
|
1.02K
$241K
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
47.8KNew |
$8.19M - $10.9M
|
47.8K
$11.3M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.4K- 65.07% |
$2.12M - $2.81M
|
6.64K
$1.57M
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
779+ 8.75% |
$134K - $177K
|
9.68K
$2.29M
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-677- 4.24% |
$116K - $154K
|
15.3K
$3.62M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
746+ 5.89% |
$128K - $169K
|
13.4K
$3.17M
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-411K- 38.35% |
$70.4M - $93.3M
|
660K
$156M
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
3.23KNew |
$554K - $734K
|
3.23K
$765K
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
458+ 776.27% |
$78.5K - $104K
|
517
$122K
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
60+ 0.11% |
$10.3K - $13.6K
|
54.4K
$12.9M
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
140New |
$24K - $31.8K
|
140
$33.1K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-16- 0.41% |
$2.74K - $3.63K
|
3.87K
$915K
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-207- 0.28% |
$35.5K - $47K
|
73.4K
$17.4M
|