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 |
---|---|---|---|---|---|---|---|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.47KNew |
$251K - $333K
|
1.47K
$347K
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-830- 33.66% |
$142K - $188K
|
1.64K
$387K
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.27K+ 11.84% |
$388K - $514K
|
21.4K
$5.06M
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-128- 8.23% |
$21.9K - $29.1K
|
1.43K
$338K
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-551- 30.44% |
$94.4K - $125K
|
1.26K
$298K
|
|
Aug 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
94.2KNew |
$16.1M - $21.4M
|
94.2K
$22.3M
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
4.33K+ 4.04% |
$743K - $984K
|
112K
$26.4M
|
|
Aug 07, 2025
Q2 2025
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-138K- 45.78% |
$23.6M - $31.3M
|
163K
$38.6M
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.01KNew |
$174K - $230K
|
1.01K
$240K
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.12K- 18.36% |
$363K - $481K
|
9.42K
$2.23M
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.92K+ 10.59% |
$329K - $435K
|
20K
$4.73M
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
888+ 7.37% |
$152K - $202K
|
12.9K
$3.06M
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
745+ 43.21% |
$128K - $169K
|
2.47K
$584K
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-142- 40.11% |
$24.3K - $32.2K
|
212
$50.1K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.25K+ 27.2% |
$214K - $284K
|
5.85K
$1.38M
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
22+ 14.29% |
$3.77K - $5K
|
176
$41.6K
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
171+ 1.13% |
$29.3K - $38.8K
|
15.3K
$3.62M
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
815New |
$140K - $185K
|
815
$193K
|
|
Aug 06, 2025
Q2 2025
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
51.3KNew |
$8.79M - $11.7M
|
51.3K
$12.1M
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
33+ 1.19% |
$5.66K - $7.49K
|
2.81K
$665K
|
|
Aug 06, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
2.4KNew |
$411K - $545K
|
2.4K
$567K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
180K+ 20.89% |
$30.8M - $40.8M
|
1.04M
$246M
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
15+ 0.39% |
$2.57K - $3.41K
|
3.87K
$916K
|
|
Aug 06, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
7.14KNew |
$1.22M - $1.62M
|
7.14K
$1.69M
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.37K- 58.88% |
$235K - $312K
|
959
$227K
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.2KNew |
$719K - $953K
|
4.2K
$992K
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
617+ 419.73% |
$106K - $140K
|
764
$181K
|
|
Aug 06, 2025
Q2 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.91K+ 0.43% |
$327K - $433K
|
441K
$104M
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
SELL
|
- |
-103- 9.58% |
$17.7K - $23.4K
|
972
$230K
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
532+ 18.16% |
$91.2K - $121K
|
3.46K
$819K
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.88K+ 58.62% |
$494K - $655K
|
7.8K
$1.85M
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
293+ 0.36% |
$50.2K - $66.5K
|
81.7K
$19.3M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
17K+ 55.85% |
$2.91M - $3.86M
|
47.4K
$11.2M
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
28K+ 103.37% |
$4.81M - $6.37M
|
55.2K
$13.1M
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
25.3KNew |
$4.34M - $5.75M
|
25.3K
$5.99M
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
598+ 4.47% |
$102K - $136K
|
14K
$3.31M
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
801+ 4.22% |
$137K - $182K
|
19.8K
$4.67M
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
94+ 3.55% |
$16.1K - $21.3K
|
2.74K
$649K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.53K+ 52.95% |
$433K - $574K
|
7.31K
$1.73M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.81K+ 47.73% |
$653K - $865K
|
11.8K
$2.79M
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
51+ 30.72% |
$8.74K - $11.6K
|
217
$51.3K
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
454+ 986.96% |
$77.8K - $103K
|
500
$118K
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
351+ 235.57% |
$60.2K - $79.7K
|
500
$118K
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
17+ 1.57% |
$2.91K - $3.86K
|
1.1K
$259K
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
906New |
$155K - $206K
|
906
$214K
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-103- 0.56% |
$17.7K - $23.4K
|
18.4K
$4.35M
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
51.1K+ 184.4% |
$8.76M - $11.6M
|
78.9K
$18.7M
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
25.1K+ 13.46% |
$4.31M - $5.71M
|
212K
$50.1M
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-14- 40.0% |
$2.4K - $3.18K
|
21
$4.97K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.42K+ 60.51% |
$929K - $1.23M
|
14.4K
$3.4M
|