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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-169- 13.88% |
$30.2K - $35K
|
1.05K
$222K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
357+ 25.05% |
$63.9K - $73.9K
|
1.78K
$377K
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
270+ 26.55% |
$48.3K - $55.9K
|
1.29K
$272K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
45.9K+ 3.25% |
$8.22M - $9.51M
|
1.46M
$308M
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.51KNew |
$270K - $313K
|
1.51K
$319K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
8.13KNew |
$1.45M - $1.68M
|
8.13K
$1.72M
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-946- 10.43% |
$169K - $196K
|
8.13K
$1.72M
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
28.5K+ 17.18% |
$5.1M - $5.9M
|
194K
$41.1M
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
135+ 1.6% |
$24.2K - $27.9K
|
8.55K
$1.81M
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14+ 0.83% |
$2.51K - $2.9K
|
1.7K
$360K
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
83New |
$14.9K - $17.2K
|
83
$17.5K
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
147+ 1.12% |
$26.3K - $30.4K
|
13.3K
$2.81M
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
29.8K+ 82.1% |
$5.32M - $6.16M
|
66K
$13.9M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
39.6K+ 6.41% |
$7.09M - $8.2M
|
658K
$139M
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-302- 5.39% |
$54K - $62.5K
|
5.3K
$1.12M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
89New |
$15.9K - $18.4K
|
89
$18.8K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
123K+ 803.76% |
$22M - $25.5M
|
138K
$29.2M
|
|
Oct 22, 2024
Q3 2024
|
Ams Capital Ltda
|
BUY
|
- |
106K+ 38.42% |
$19M - $22M
|
382K
$80.8M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
5.58K+ 6.26% |
$999K - $1.16M
|
94.8K
$20M
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.35K+ 1.21% |
$241K - $278K
|
113K
$23.9M
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-121K- 92.97% |
$21.7M - $25.1M
|
9.17K
$1.94M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
74+ 6.6% |
$13.2K - $15.3K
|
1.2K
$253K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.81% |
$895 - $1.04K
|
613
$130K
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
1.02K+ 42.77% |
$183K - $212K
|
3.42K
$722K
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-2.32K- 13.15% |
$416K - $481K
|
15.4K
$3.25M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-471- 6.49% |
$84.3K - $97.5K
|
6.79K
$1.43M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-26.8K- 63.77% |
$4.79M - $5.54M
|
15.2K
$3.21M
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-392- 1.72% |
$70.1K - $81.1K
|
22.4K
$4.74M
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
7.61K+ 5.26% |
$1.36M - $1.58M
|
152K
$32.2M
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
510+ 7.0% |
$91.3K - $106K
|
7.8K
$1.65M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-26K- 57.19% |
$4.65M - $5.38M
|
19.5K
$4.12M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.5K- 60.52% |
$626K - $724K
|
2.28K
$482K
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
128KNew |
$23M - $26.6M
|
128K
$27.1M
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1.76K+ 9.61% |
$314K - $363K
|
20K
$4.23M
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.05K+ 43.66% |
$188K - $217K
|
3.46K
$730K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-768- 88.58% |
$137K - $159K
|
99
$20.9K
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
984+ 1.55% |
$176K - $204K
|
64.3K
$13.6M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10K+ 36.18% |
$1.79M - $2.07M
|
37.6K
$7.96M
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-16K- 28.33% |
$2.86M - $3.31M
|
40.5K
$8.55M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-22- 1.64% |
$3.94K - $4.55K
|
1.32K
$278K
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
312+ 5.81% |
$55.8K - $64.6K
|
5.69K
$1.2M
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-15- 37.5% |
$2.68K - $3.11K
|
25
$5.28K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-229- 88.42% |
$41K - $47.4K
|
30
$6.34K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4- 3.74% |
$716 - $828
|
103
$21.8K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.7K+ 3.01% |
$7.64M - $8.83M
|
1.46M
$309M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-134- 28.82% |
$24K - $27.7K
|
331
$70K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.6K+ 4.31% |
$2.79M - $3.23M
|
378K
$79.9M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.5K+ 2.22% |
$2.24M - $2.6M
|
577K
$122M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.87K+ 1009.19% |
$334K - $386K
|
2.05K
$434K
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
373+ 5.34% |
$66.7K - $77.2K
|
7.36K
$1.56M
|