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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
341New |
$67.5K - $75.5K
|
341
$80.7K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
44+ 39.29% |
$8.71K - $9.75K
|
156
$36.9K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
26K+ 52.77% |
$5.15M - $5.76M
|
75.2K
$17.8M
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
102K+ 588.66% |
$20.3M - $22.7M
|
120K
$28.3M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.9K- 77.67% |
$2.55M - $2.85M
|
3.7K
$874K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
490New |
$97K - $109K
|
490
$116K
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
16New |
$3.17K - $3.54K
|
16
$3.78K
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.96KNew |
$387K - $433K
|
1.96K
$462K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
111+ 121.98% |
$22K - $24.6K
|
202
$47.8K
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
57.8K+ 128471.11% |
$11.4M - $12.8M
|
57.9K
$13.7M
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
151New |
$29.9K - $33.4K
|
151
$35.7K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.07KNew |
$212K - $237K
|
1.07K
$253K
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
274New |
$54.3K - $60.7K
|
274
$64.8K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
7New |
$1.39K - $1.55K
|
7
$1.66K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-12- 16.9% |
$2.38K - $2.66K
|
59
$14K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.13KNew |
$224K - $251K
|
1.13K
$268K
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
9New |
$1.78K - $1.99K
|
9
$2.13K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
52+ 208.0% |
$10.3K - $11.5K
|
77
$18.2K
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-58.7K- 46.47% |
$11.6M - $13M
|
67.6K
$16M
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5New |
$990 - $1.11K
|
5
$1.18K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.95KNew |
$980K - $1.1M
|
4.95K
$1.17M
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
12.6KNew |
$2.49M - $2.79M
|
12.6K
$2.98M
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
62New |
$12.3K - $13.7K
|
62
$14.7K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15+ 166.67% |
$2.97K - $3.32K
|
24
$5.68K
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.03KNew |
$1.19M - $1.34M
|
6.03K
$1.43M
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
5.9KNew |
$1.17M - $1.31M
|
5.9K
$1.4M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
24New |
$4.75K - $5.32K
|
24
$5.68K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
18New |
$3.56K - $3.99K
|
18
$4.26K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
38.5K+ 3690.52% |
$7.63M - $8.53M
|
39.6K
$9.36M
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.68KNew |
$927K - $1.04M
|
4.68K
$1.11M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
32.7KNew |
$6.48M - $7.24M
|
32.7K
$7.73M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 33.33% |
$198 - $222
|
4
$946
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
180New |
$35.6K - $39.9K
|
180
$42.6K
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
3New |
$594 - $665
|
3
$710
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-39- 29.77% |
$7.72K - $8.64K
|
92
$21.8K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
230+ 0.98% |
$45.5K - $50.9K
|
23.7K
$5.61M
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
40New |
$7.92K - $8.86K
|
40
$9.46K
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-31- 1.51% |
$6.14K - $6.87K
|
2.02K
$478K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.25K+ 2.49% |
$446K - $499K
|
92.8K
$21.9M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-711- 57.11% |
$141K - $157K
|
534
$126K
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
213+ 2.33% |
$42.2K - $47.2K
|
9.36K
$2.21M
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.13KNew |
$223K - $249K
|
1.13K
$266K
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.26KNew |
$646K - $722K
|
3.26K
$771K
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
9+ 0.81% |
$1.78K - $1.99K
|
1.12K
$264K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
50+ 15.53% |
$9.9K - $11.1K
|
372
$88K
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6+ 0.59% |
$1.19K - $1.33K
|
1.02K
$242K
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
1+ 50.0% |
$198 - $222
|
3
$710
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.03K+ 131.56% |
$402K - $450K
|
3.57K
$845K
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
951New |
$188K - $211K
|
951
$225K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
16+ 0.72% |
$3.17K - $3.54K
|
2.24K
$531K
|