Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.32K- 9.37% |
$255K - $293K
|
12.8K
$3.02M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.32K- 41.76% |
$255K - $294K
|
1.85K
$436K
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-1.41K- 4.74% |
$271K - $313K
|
28.3K
$6.7M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 23.53% |
$277K - $319K
|
4.66K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.49K- 11.41% |
$287K - $330K
|
11.5K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 11.68% |
$287K - $331K
|
11.3K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.54K- 34.43% |
$297K - $342K
|
2.94K
$695K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.65K- 3.91% |
$317K - $365K
|
40.4K
$9.56M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.67K- 37.65% |
$322K - $371K
|
2.77K
$654K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.78K- 24.68% |
$342K - $394K
|
5.42K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.94K- 10.83% |
$374K - $431K
|
16K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.06K- 1.41% |
$396K - $457K
|
144K
$34.1M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.09K- 2.42% |
$404K - $465K
|
84.5K
$20M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-2.11K- 0.5% |
$407K - $469K
|
422K
$99.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.18K- 19.98% |
$421K - $484K
|
8.73K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-2.21K- 82.5% |
$425K - $490K
|
468
$111K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.35K- 17.97% |
$453K - $522K
|
10.7K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.37K- 65.85% |
$457K - $526K
|
1.23K
$290K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.41K- 21.65% |
$465K - $536K
|
8.73K
$2.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-2.42K- 2.16% |
$466K - $537K
|
109K
$25.9M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-2.48K- 82.27% |
$479K - $551K
|
535
$127K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.49K- 37.89% |
$481K - $554K
|
4.09K
$967K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.53K- 61.8% |
$488K - $563K
|
1.57K
$370K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.57K- 8.57% |
$495K - $570K
|
27.4K
$6.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.61K- 3.42% |
$503K - $580K
|
73.6K
$17.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-2.62K- 70.91% |
$505K - $582K
|
1.08K
$254K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.64K- 40.58% |
$508K - $585K
|
3.86K
$913K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.85K- 8.29% |
$549K - $633K
|
31.5K
$7.46M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.97K- 6.05% |
$572K - $659K
|
46K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-3.14K- 28.29% |
$606K - $698K
|
7.96K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.15K- 14.35% |
$607K - $699K
|
18.8K
$4.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.17K- 40.77% |
$610K - $703K
|
4.6K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-3.24K- 15.69% |
$625K - $720K
|
17.4K
$4.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-3.39K- 4.34% |
$653K - $752K
|
74.6K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.82K- 42.83% |
$737K - $848K
|
5.1K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-3.84K- 5.27% |
$740K - $852K
|
69K
$16.3M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-3.86K- 8.96% |
$744K - $857K
|
39.2K
$9.27M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.92K- 6.94% |
$756K - $870K
|
52.5K
$12.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-3.95K- 2.25% |
$762K - $878K
|
172K
$40.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-4.09K- 57.36% |
$788K - $908K
|
3.04K
$719K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.12K- 25.29% |
$793K - $914K
|
12.2K
$2.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
SELL
|
- |
-4.12K- 2.63% |
$795K - $915K
|
153K
$36.1M
|
|
|
Aug 13, 2025
Q1 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-4.19KClosed |
$808K - $931K
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.35K- 21.69% |
$839K - $966K
|
15.7K
$3.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.6K- 14.5% |
$887K - $1.02M
|
27.1K
$6.41M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.08K- 2.04% |
$980K - $1.13M
|
244K
$57.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-5.4K- 2.29% |
$1.04M - $1.2M
|
231K
$54.6M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-5.8K- 24.47% |
$1.12M - $1.29M
|
17.9K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-5.8K- 12.08% |
$1.12M - $1.29M
|
42.2K
$9.98M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-5.84K- 2.95% |
$1.13M - $1.3M
|
192K
$45.4M
|