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 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
2.1K+ 8.07% |
$225K - $254K
|
28.1K
$7.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
64New |
$6.85K - $7.74K
|
64
$16K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
198New |
$21.2K - $23.9K
|
198
$49.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.99% |
$6.1K - $6.89K
|
2.81K
$705K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
4.21KNew |
$451K - $509K
|
4.21K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30New |
$3.21K - $3.63K
|
30
$7.52K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-319- 8.94% |
$34.1K - $38.6K
|
3.25K
$815K
|
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
43.5KNew |
$4.65M - $5.26M
|
43.5K
$10.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
65New |
$6.96K - $7.86K
|
65
$16.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
273New |
$29.2K - $33K
|
273
$68.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
170New |
$18.2K - $20.5K
|
170
$42.6K
|
|
| Q3 2022 | |||||||
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-3.93KClosed |
$433K - $539K
|
0
$0
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.12KNew |
$563K - $701K
|
5.12K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.9KNew |
$319K - $397K
|
2.9K
$727K
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
244KNew |
$26.8M - $33.4M
|
244K
$61.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
3New |
$330 - $411
|
3
$752
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
15K+ 11.14% |
$1.65M - $2.06M
|
150K
$37.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-11Closed |
$1.21K - $1.51K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.5K+ 64.76% |
$165K - $205K
|
3.81K
$955K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.16K- 24.67% |
$458K - $570K
|
12.7K
$3.19M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
12+ 0.44% |
$1.32K - $1.64K
|
2.76K
$692K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
21New |
$2.31K - $2.88K
|
21
$5.26K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
9.09KNew |
$999K - $1.24M
|
9.09K
$2.28M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
70+ 166.67% |
$7.7K - $9.59K
|
112
$28.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
2.2KNew |
$242K - $301K
|
2.2K
$551K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
266New |
$29.7K - $40.4K
|
266
$66.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.51KClosed |
$168K - $229K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
36+ 360.0% |
$4.02K - $5.47K
|
46
$11.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-129KClosed |
$14.4M - $19.6M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-223Closed |
$24.9K - $33.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
6.8KNew |
$760K - $1.03M
|
6.8K
$1.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2New |
$223 - $304
|
2
$501
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5Closed |
$559 - $759
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-5.1KClosed |
$570K - $774K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3K- 50.0% |
$335K - $456K
|
3K
$752K
|
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.74KNew |
$194K - $264K
|
1.74K
$436K
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-15KClosed |
$1.67M - $2.28M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.6KClosed |
$402K - $547K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
14+ 36.84% |
$1.56K - $2.13K
|
52
$13K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
164New |
$18.3K - $24.9K
|
164
$41.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-161Closed |
$18K - $24.5K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
65New |
$7.26K - $9.87K
|
65
$16.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
92.1KNew |
$10.3M - $14M
|
92.1K
$23.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
2.12KNew |
$236K - $321K
|
2.12K
$530K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
7+ 0.21% |
$782 - $1.06K
|
3.3K
$828K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-3.18KClosed |
$417K - $526K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-459KClosed |
$60.1M - $75.9M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-35- 74.47% |
$4.58K - $5.78K
|
12
$3.01K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-20Closed |
$2.62K - $3.3K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-400Closed |
$52.4K - $66.1K
|
0
$0
|
|