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 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.02KNew |
$346K - $458K
|
2.02K
$477K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-50- 3.25% |
$8.57K - $11.4K
|
1.49K
$352K
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
179+ 2.21% |
$30.7K - $40.7K
|
8.27K
$1.96M
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.73K- 54.39% |
$296K - $392K
|
1.45K
$342K
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.67K+ 17.79% |
$457K - $606K
|
17.7K
$4.18M
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
170+ 0.49% |
$29.1K - $38.6K
|
35.2K
$8.31M
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.72KNew |
$466K - $617K
|
2.72K
$643K
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-19.5K- 4.21% |
$3.34M - $4.43M
|
444K
$105M
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-12.4K- 0.26% |
$2.13M - $2.82M
|
4.82M
$1.14B
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-100Closed |
$17.1K - $22.7K
|
0
$0
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
1.4K+ 60.87% |
$240K - $318K
|
3.7K
$875K
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.18KNew |
$203K - $269K
|
1.18K
$280K
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
517+ 25.13% |
$88.6K - $117K
|
2.57K
$609K
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
380+ 12.44% |
$65.1K - $86.3K
|
3.44K
$812K
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-22.9K- 94.89% |
$3.92M - $5.19M
|
1.23K
$291K
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
7.9KNew |
$1.35M - $1.79M
|
7.9K
$1.87M
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.31KNew |
$224K - $297K
|
1.31K
$309K
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
195+ 2.82% |
$33.4K - $44.3K
|
7.11K
$1.68M
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.95K+ 60.55% |
$505K - $669K
|
7.81K
$1.85M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
312K+ 122.91% |
$53.5M - $70.9M
|
566K
$134M
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-138- 8.4% |
$23.7K - $31.3K
|
1.51K
$356K
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
158+ 4.36% |
$27.1K - $35.9K
|
3.78K
$894K
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-17.4K- 7.15% |
$2.97M - $3.94M
|
225K
$53.3M
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
32.2K+ 279.38% |
$5.52M - $7.31M
|
43.7K
$10.3M
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-555- 10.98% |
$95.1K - $126K
|
4.5K
$1.06M
|
|
Jul 31, 2025
Q2 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-145K- 65.91% |
$24.9M - $32.9M
|
75K
$17.7M
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
19.9KNew |
$3.41M - $4.52M
|
19.9K
$4.71M
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-163- 5.02% |
$27.9K - $37K
|
3.08K
$729K
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.84K+ 62.6% |
$487K - $645K
|
7.38K
$1.74M
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-592- 8.46% |
$101K - $134K
|
6.41K
$1.52M
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
249+ 1.6% |
$42.7K - $56.5K
|
15.8K
$3.74M
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
914New |
$157K - $208K
|
914
$216K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
36.5K+ 80.87% |
$6.26M - $8.29M
|
81.6K
$19.3M
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
316+ 12.12% |
$54.2K - $71.8K
|
2.92K
$691K
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.97K+ 25.97% |
$1.71M - $2.26M
|
48.3K
$11.4M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
153K+ 2.05% |
$26.1M - $34.6M
|
7.6M
$1.8B
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
34+ 0.32% |
$5.83K - $7.72K
|
10.8K
$2.55M
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.19KNew |
$375K - $497K
|
2.19K
$518K
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-8.89K- 55.65% |
$1.52M - $2.02M
|
7.08K
$1.68M
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
958New |
$164K - $218K
|
958
$227K
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.13K- 76.43% |
$194K - $257K
|
349
$82.5K
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
562+ 20.32% |
$96.3K - $128K
|
3.33K
$787K
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
958+ 0.5% |
$164K - $218K
|
193K
$45.6M
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
901New |
$154K - $205K
|
901
$213K
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
341+ 1.82% |
$58.4K - $77.4K
|
19K
$4.5M
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
149+ 1.47% |
$25.5K - $33.8K
|
10.3K
$2.43M
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.86K- 7.15% |
$661K - $876K
|
50.1K
$11.9M
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
655+ 11.26% |
$112K - $149K
|
6.47K
$1.53M
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
123KNew |
$21.1M - $28M
|
123K
$29.2M
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-204- 1.14% |
$35K - $46.3K
|
17.7K
$4.18M
|