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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7.37KNew |
$1.42M - $1.64M
|
7.37K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.12K+ 30.54% |
$1.37M - $1.58M
|
30.4K
$7.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
7.11K+ 383.92% |
$1.37M - $1.58M
|
8.97K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
7.1KNew |
$1.37M - $1.58M
|
7.1K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
7.05K+ 11.45% |
$1.36M - $1.57M
|
68.6K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.04K+ 406.11% |
$1.36M - $1.56M
|
8.78K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.03K+ 28.3% |
$1.36M - $1.56M
|
31.9K
$7.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
7.01KNew |
$1.35M - $1.56M
|
7.01K
$1.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
7K+ 43.58% |
$1.35M - $1.55M
|
23.1K
$5.46M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
6.93K+ 4.78% |
$1.34M - $1.54M
|
152K
$36M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.91K+ 422.11% |
$1.33M - $1.53M
|
8.55K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.88K+ 9.32% |
$1.33M - $1.53M
|
80.7K
$19.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.72K+ 7.7% |
$1.29M - $1.49M
|
93.9K
$22.2M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
6.39K+ 67.44% |
$1.23M - $1.42M
|
15.9K
$3.75M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6.36K+ 16.93% |
$1.23M - $1.41M
|
43.9K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
6.29K+ 27.51% |
$1.21M - $1.4M
|
29.1K
$6.89M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.17K+ 124.22% |
$1.19M - $1.37M
|
11.1K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.17K+ 13.34% |
$1.19M - $1.37M
|
52.4K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
6.1K+ 8.51% |
$1.18M - $1.35M
|
77.7K
$18.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
6.08K+ 3.94% |
$1.17M - $1.35M
|
160K
$37.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.91K+ 4.66% |
$1.14M - $1.31M
|
133K
$31.4M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.77K+ 54.62% |
$1.11M - $1.28M
|
16.3K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
5.74K+ 10.51% |
$1.11M - $1.27M
|
60.3K
$14.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
5.65K+ 5.3% |
$1.09M - $1.25M
|
112K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.47K+ 4.76% |
$1.05M - $1.21M
|
120K
$28.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
5.46K+ 159.75% |
$1.05M - $1.21M
|
8.88K
$2.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.38K+ 24.58% |
$1.04M - $1.2M
|
27.3K
$6.45M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
5.38K+ 6.34% |
$1.04M - $1.2M
|
90.3K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.33K+ 30.42% |
$1.03M - $1.18M
|
22.9K
$5.41M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.14KNew |
$992K - $1.14M
|
5.14K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.1K+ 5.44% |
$983K - $1.13M
|
98.8K
$23.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
4.97K+ 8.25% |
$959K - $1.1M
|
65.3K
$15.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.94K+ 4.6% |
$952K - $1.1M
|
112K
$26.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.92KNew |
$948K - $1.09M
|
4.92K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.86K+ 10.98% |
$937K - $1.08M
|
49.1K
$11.6M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.64K+ 3.95% |
$895K - $1.03M
|
122K
$28.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.51K+ 3.39% |
$869K - $1M
|
138K
$32.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.36K+ 170.76% |
$841K - $969K
|
6.92K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
4.34K+ 105.55% |
$837K - $964K
|
8.45K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4.33K+ 12.94% |
$835K - $962K
|
37.8K
$8.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4.25K+ 16.54% |
$820K - $945K
|
30K
$7.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.16K+ 138.69% |
$802K - $923K
|
7.16K
$1.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
4.15K+ 119.44% |
$800K - $921K
|
7.62K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
4.13K+ 25.08% |
$797K - $917K
|
20.6K
$4.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
4.12K+ 97.31% |
$794K - $915K
|
8.35K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.98K+ 142.76% |
$767K - $883K
|
6.76K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.92K+ 9.16% |
$755K - $870K
|
46.7K
$11M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.84KNew |
$741K - $854K
|
3.84K
$909K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.77K+ 76.36% |
$726K - $836K
|
8.7K
$2.06M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3.66K+ 0.91% |
$705K - $812K
|
404K
$95.6M
|