Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (QQQM)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (QQQM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
39.4KNew |
$5.73M - $6.25M
|
39.4K
$8.53M
|
|
Nov 14, 2023
Q3 2023
|
Vontobel Asset Management Inc
New York, NY |
BUY
|
- |
29.8KNew |
$4.34M - $4.73M
|
29.8K
$6.45M
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.46K+ 100.0% |
$795K - $866K
|
10.9K
$2.36M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3KNew |
$436K - $475K
|
3K
$649K
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.42KNew |
$352K - $384K
|
2.42K
$524K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.09K+ 32.6% |
$304K - $331K
|
8.49K
$1.84M
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.41KNew |
$206K - $224K
|
1.41K
$306K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.36KNew |
$199K - $216K
|
1.36K
$295K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
284New |
$41.4K - $45.1K
|
284
$61.5K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
234New |
$34.1K - $37.1K
|
234
$50.7K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
205New |
$29.9K - $32.5K
|
205
$44.4K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
151New |
$22K - $24K
|
151
$32.7K
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
71+ 1.12% |
$10.3K - $11.3K
|
6.43K
$1.39M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
19New |
$2.77K - $3.02K
|
19
$4.12K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
41.4K+ 4.86% |
$5.27M - $6.3M
|
892K
$193M
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
3.68K+ 8.86% |
$469K - $560K
|
45.2K
$9.79M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
2.15K+ 1678.91% |
$274K - $327K
|
2.28K
$493K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.15K+ 1678.91% |
$274K - $327K
|
2.28K
$493K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
687+ 3.12% |
$87.6K - $105K
|
22.7K
$4.92M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
132New |
$16.8K - $20.1K
|
132
$28.6K
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
100New |
$12.7K - $15.2K
|
100
$21.7K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
84New |
$10.7K - $12.8K
|
84
$18.2K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
62New |
$7.9K - $9.44K
|
62
$13.4K
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
34+ 0.07% |
$4.33K - $5.18K
|
47.5K
$10.3M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
17New |
$2.17K - $2.59K
|
17
$3.68K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
16New |
$2.04K - $2.44K
|
16
$3.47K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
12New |
$1.53K - $1.83K
|
12
$2.6K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10+ 0.58% |
$1.27K - $1.52K
|
1.73K
$374K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
15.2KNew |
$1.63M - $2M
|
15.2K
$3.29M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.51KNew |
$270K - $331K
|
2.51K
$543K
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.49KNew |
$268K - $328K
|
2.49K
$539K
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.31KNew |
$249K - $305K
|
2.31K
$500K
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.62KNew |
$174K - $214K
|
1.62K
$350K
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.53KNew |
$165K - $202K
|
1.53K
$331K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
654New |
$70.4K - $86.3K
|
654
$142K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
174New |
$18.7K - $23K
|
174
$37.7K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
100New |
$10.8K - $13.2K
|
100
$21.7K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
31+ 21.68% |
$3.34K - $4.09K
|
174
$37.7K
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$539 - $660
|
5
$1.08K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3New |
$323 - $396
|
3
$650
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.24% |
$108 - $132
|
424
$91.8K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Taiyo Life Insurance CO
|
BUY
|
- |
490KNew |
$52.4M - $59.2M
|
490K
$106M
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
43.5KNew |
$4.65M - $5.26M
|
43.5K
$9.42M
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
8KNew |
$856K - $967K
|
8K
$1.73M
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
5.14KNew |
$549K - $621K
|
5.14K
$1.11M
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
4.21KNew |
$451K - $509K
|
4.21K
$913K
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
3.64KNew |
$389K - $440K
|
3.64K
$788K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.85KNew |
$305K - $344K
|
2.85K
$617K
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
2.1K+ 8.07% |
$225K - $254K
|
28.1K
$6.09M
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
323New |
$34.6K - $39K
|
323
$70K
|