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 |
---|---|---|---|---|---|---|---|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 1.37% |
$3.86K - $4.44K
|
1.48K
$349K
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
BUY
|
- |
140New |
$27K - $31.1K
|
140
$33.1K
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-1.06K- 1.98% |
$203K - $234K
|
52.3K
$12.4M
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-48- 4.04% |
$9.26K - $10.7K
|
1.14K
$270K
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.65KNew |
$318K - $366K
|
1.65K
$390K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-134- 57.26% |
$25.8K - $29.8K
|
100
$23.7K
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-8.56K- 60.18% |
$1.65M - $1.9M
|
5.66K
$1.34M
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.49K+ 66.81% |
$480K - $553K
|
6.22K
$1.47M
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.52KNew |
$293K - $338K
|
1.52K
$360K
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
115+ 328.57% |
$22.2K - $25.5K
|
150
$35.5K
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
20+ 1.39% |
$3.86K - $4.44K
|
1.45K
$344K
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
4.97K+ 8.25% |
$959K - $1.1M
|
65.3K
$15.4M
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-106- 2.03% |
$20.4K - $23.5K
|
5.12K
$1.21M
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-245- 26.2% |
$47.2K - $54.4K
|
690
$163K
|
|
Apr 21, 2025
Q1 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
33.4KNew |
$6.43M - $7.41M
|
33.4K
$7.89M
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.2K+ 201.18% |
$230K - $265K
|
1.79K
$423K
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.02K+ 13.43% |
$389K - $448K
|
17K
$4.03M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-26- 29.21% |
$5.01K - $5.77K
|
63
$14.9K
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
25+ 1.12% |
$4.82K - $5.55K
|
2.26K
$534K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
61+ 1.96% |
$11.8K - $13.5K
|
3.17K
$749K
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
131New |
$25.3K - $29.1K
|
131
$31K
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
8+ 7.55% |
$1.54K - $1.78K
|
114
$27K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-417- 0.99% |
$80.4K - $92.6K
|
41.9K
$9.9M
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.01K- 48.54% |
$196K - $225K
|
1.08K
$254K
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-1.26K- 42.2% |
$243K - $280K
|
1.73K
$408K
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
405+ 19.53% |
$78.1K - $90K
|
2.48K
$586K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.45KNew |
$280K - $323K
|
1.45K
$344K
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
120New |
$23.1K - $26.7K
|
120
$28.4K
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.05% |
$193 - $222
|
1.83K
$433K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
4.15K+ 119.44% |
$800K - $921K
|
7.62K
$1.8M
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
20+ 0.94% |
$3.86K - $4.44K
|
2.14K
$507K
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-15- 0.69% |
$2.89K - $3.33K
|
2.16K
$511K
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.36KNew |
$261K - $301K
|
1.36K
$321K
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 9.09% |
$578 - $666
|
36
$8.51K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
238New |
$45.9K - $52.9K
|
238
$56.3K
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
38New |
$7.33K - $8.44K
|
38
$8.99K
|
|
Q4 2024 | |||||||
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.24K- 47.28% |
$246K - $275K
|
1.39K
$328K
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
49.9KNew |
$9.89M - $11.1M
|
49.9K
$11.8M
|
|
May 28, 2025
Q4 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
194KNew |
$38.4M - $42.9M
|
194K
$45.8M
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
4.62K+ 265.69% |
$914K - $1.02M
|
6.35K
$1.5M
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
1.06KNew |
$211K - $236K
|
1.06K
$252K
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
78New |
$15.4K - $17.3K
|
78
$18.4K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.79K- 16.94% |
$553K - $618K
|
13.7K
$3.24M
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2New |
$396 - $443
|
2
$473
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1K- 33.33% |
$198K - $222K
|
2K
$473K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.6K+ 230.41% |
$3.49M - $3.91M
|
25.3K
$5.98M
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.56KNew |
$506K - $566K
|
2.56K
$605K
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
74New |
$14.7K - $16.4K
|
74
$17.5K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.87KNew |
$370K - $414K
|
1.87K
$442K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
66.1K+ 703.95% |
$13.1M - $14.6M
|
75.5K
$17.8M
|