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 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.15K+ 7.26% |
$1.4M - $1.85M
|
120K
$28.5M
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-713- 25.67% |
$122K - $162K
|
2.07K
$488K
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
876New |
$150K - $199K
|
876
$207K
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-287- 0.17% |
$49.2K - $65.2K
|
171K
$40.5M
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
31+ 0.82% |
$5.31K - $7.04K
|
3.79K
$897K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
21+ 2.18% |
$3.6K - $4.77K
|
986
$233K
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
274+ 21.32% |
$47K - $62.2K
|
1.56K
$369K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.2K+ 1668.06% |
$206K - $273K
|
1.27K
$301K
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4.45K- 3.64% |
$762K - $1.01M
|
118K
$27.8M
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
58+ 0.09% |
$9.94K - $13.2K
|
67.3K
$15.9M
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-5.72K- 67.66% |
$980K - $1.3M
|
2.73K
$646K
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
2.89K+ 1.97% |
$495K - $656K
|
149K
$35.4M
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9.25K+ 7.23% |
$1.59M - $2.1M
|
137K
$32.5M
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
225+ 19.2% |
$38.6K - $51.1K
|
1.4K
$330K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-14- 1.8% |
$2.4K - $3.18K
|
762
$180K
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
944+ 11.09% |
$162K - $214K
|
9.45K
$2.24M
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-113- 3.07% |
$19.4K - $25.7K
|
3.57K
$844K
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
121+ 1.78% |
$20.7K - $27.5K
|
6.92K
$1.64M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
8.09KNew |
$1.39M - $1.84M
|
8.09K
$1.91M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.91K+ 6.95% |
$327K - $433K
|
29.3K
$6.93M
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-609- 22.83% |
$104K - $138K
|
2.06K
$487K
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-300- 16.63% |
$51.4K - $68.1K
|
1.5K
$356K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
459+ 24.41% |
$78.7K - $104K
|
2.34K
$553K
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-243- 0.78% |
$41.7K - $55.2K
|
31.1K
$7.36M
|
|
Q1 2025 | |||||||
Aug 13, 2025
Q1 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-4.19KClosed |
$808K - $931K
|
0
$0
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
15.7KNew |
$3.03M - $3.49M
|
15.7K
$3.72M
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.41K- 21.65% |
$465K - $536K
|
8.73K
$2.07M
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1K+ 9.49% |
$193K - $223K
|
11.6K
$2.73M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
23New |
$4.43K - $5.11K
|
23
$5.44K
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
12+ 100.0% |
$2.31K - $2.67K
|
24
$5.68K
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
111New |
$21.4K - $24.7K
|
111
$26.3K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.17K- 28.37% |
$226K - $261K
|
2.96K
$701K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.65K- 3.91% |
$317K - $365K
|
40.4K
$9.56M
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
470KNew |
$90.7M - $104M
|
470K
$111M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-51- 1.63% |
$9.83K - $11.3K
|
3.08K
$729K
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
216New |
$41.6K - $48K
|
216
$51.1K
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
272K+ 88.51% |
$52.4M - $60.3M
|
578K
$137M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-18.9K- 91.74% |
$3.64M - $4.2M
|
1.7K
$403K
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
42New |
$8.1K - $9.33K
|
42
$9.93K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.91K+ 422.11% |
$1.33M - $1.53M
|
8.55K
$2.02M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-34.7K- 29.45% |
$6.7M - $7.72M
|
83.2K
$19.7M
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-20- 7.94% |
$3.86K - $4.44K
|
232
$54.9K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
720+ 2.96% |
$139K - $160K
|
25K
$5.92M
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
680+ 0.98% |
$131K - $151K
|
70.1K
$16.6M
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
72+ 0.03% |
$13.9K - $16K
|
243K
$57.4M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.31K+ 1.26% |
$252K - $290K
|
105K
$24.7M
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.24KNew |
$626K - $720K
|
3.24K
$767K
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-5.8K- 12.08% |
$1.12M - $1.29M
|
42.2K
$9.98M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
305K+ 10.87% |
$58.8M - $67.7M
|
3.11M
$736M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4.33K+ 12.94% |
$835K - $962K
|
37.8K
$8.94M
|