Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-947- 25.34% |
$154K - $174K
|
2.79K
$600K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-983- 20.75% |
$160K - $180K
|
3.76K
$807K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.01K- 32.75% |
$164K - $185K
|
2.07K
$444K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.04K- 2.82% |
$169K - $190K
|
35.7K
$7.67M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.06K- 46.04% |
$173K - $194K
|
1.24K
$267K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.09K- 9.45% |
$177K - $200K
|
10.4K
$2.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.14K- 5.55% |
$186K - $209K
|
19.4K
$4.17M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.2K- 11.56% |
$196K - $221K
|
9.21K
$1.98M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.23K- 1.08% |
$201K - $226K
|
113K
$24.3M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.28K- 17.24% |
$209K - $236K
|
6.16K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.32K- 32.25% |
$216K - $243K
|
2.78K
$598K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-1.45K- 85.44% |
$237K - $266K
|
247
$53.1K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.5K- 17.42% |
$245K - $276K
|
7.12K
$1.53M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.51K- 8.15% |
$246K - $276K
|
17K
$3.65M
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-1.6K- 24.95% |
$260K - $293K
|
4.8K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.63K- 26.5% |
$266K - $300K
|
4.53K
$974K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.67K- 25.84% |
$272K - $306K
|
4.78K
$1.03M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.83K- 20.9% |
$299K - $336K
|
6.93K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.22K- 9.23% |
$362K - $408K
|
21.8K
$4.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.3K- 10.08% |
$376K - $423K
|
20.6K
$4.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.33K- 84.88% |
$380K - $428K
|
415
$89.2K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.4K- 48.81% |
$391K - $440K
|
2.52K
$541K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.62K- 15.41% |
$427K - $481K
|
14.4K
$3.09M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.76K- 4.01% |
$450K - $507K
|
66.1K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.92K- 13.27% |
$476K - $536K
|
19.1K
$4.1M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.97K- 99.87% |
$485K - $546K
|
4
$860
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.33K- 8.0% |
$543K - $611K
|
38.3K
$8.23M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.66K- 18.22% |
$598K - $673K
|
16.4K
$3.54M
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-3.8K- 2.94% |
$619K - $697K
|
126K
$27M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.92K- 1.37% |
$639K - $720K
|
282K
$60.7M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.95K- 94.16% |
$645K - $726K
|
245
$52.7K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.04K- 75.53% |
$659K - $742K
|
1.31K
$281K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.22K- 97.46% |
$688K - $775K
|
110
$23.6K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.54K- 22.93% |
$741K - $834K
|
15.3K
$3.28M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.65K- 13.82% |
$758K - $853K
|
29K
$6.23M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-4.92K- 2.6% |
$803K - $904K
|
184K
$39.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-5.24K- 85.32% |
$855K - $962K
|
902
$194K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.71K- 7.89% |
$932K - $1.05M
|
66.6K
$14.3M
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-6.07K- 68.89% |
$990K - $1.11M
|
2.74K
$589K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-7.06K- 22.39% |
$1.15M - $1.3M
|
24.5K
$5.26M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-7.12K- 9.28% |
$1.16M - $1.31M
|
69.6K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.25K- 9.54% |
$1.18M - $1.33M
|
68.8K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.66KClosed |
$1.25M - $1.41M
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
SELL
|
- |
-7.79K- 5.06% |
$1.27M - $1.43M
|
146K
$31.4M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.87K- 31.87% |
$1.28M - $1.45M
|
16.8K
$3.62M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-8.81K- 65.76% |
$1.44M - $1.62M
|
4.59K
$986K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-9.44K- 61.24% |
$1.54M - $1.73M
|
5.98K
$1.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
SELL
|
- |
-9.63K- 3.94% |
$1.57M - $1.77M
|
235K
$50.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-9.74K- 78.04% |
$1.59M - $1.79M
|
2.74K
$589K
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
SELL
|
- |
-10K- 3.7% |
$1.63M - $1.84M
|
260K
$55.9M
|