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 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2KNew |
$386K - $444K
|
2K
$473K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.99K+ 334.79% |
$384K - $442K
|
2.59K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.93K+ 73.83% |
$372K - $428K
|
4.54K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.9K+ 39.38% |
$367K - $423K
|
6.74K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.89K+ 73.77% |
$364K - $420K
|
4.45K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.87KNew |
$360K - $415K
|
1.87K
$442K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.87K+ 12.25% |
$360K - $415K
|
17.1K
$4.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.86K+ 5.32% |
$358K - $413K
|
36.8K
$8.7M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.85KNew |
$356K - $410K
|
1.85K
$436K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.84K+ 58.33% |
$354K - $408K
|
4.98K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
1.83K+ 1.94% |
$353K - $407K
|
96K
$22.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.82K+ 6.34% |
$352K - $405K
|
30.6K
$7.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.81K+ 132.6% |
$349K - $402K
|
3.18K
$751K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.81KNew |
$349K - $402K
|
1.81K
$428K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.8K+ 40.91% |
$347K - $400K
|
6.21K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.79K+ 97.02% |
$345K - $398K
|
3.64K
$860K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.78KNew |
$344K - $396K
|
1.78K
$422K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.75K+ 48.45% |
$338K - $389K
|
5.37K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.74K+ 137.36% |
$335K - $386K
|
3.01K
$711K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.73K+ 23.3% |
$333K - $384K
|
9.15K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.7K+ 1.8% |
$329K - $378K
|
96.2K
$22.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.66KNew |
$320K - $369K
|
1.66K
$393K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.66K+ 29.49% |
$320K - $368K
|
7.28K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.65KNew |
$318K - $366K
|
1.65K
$390K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.65K+ 39.54% |
$318K - $366K
|
5.82K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.64K+ 18.4% |
$317K - $365K
|
10.6K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.62K+ 114.04% |
$312K - $359K
|
3.03K
$717K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.6K+ 21.3% |
$308K - $354K
|
9.09K
$2.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.53K+ 18.16% |
$295K - $340K
|
9.97K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.52KNew |
$293K - $338K
|
1.52K
$360K
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.48KNew |
$286K - $329K
|
1.48K
$350K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.47K+ 65.0% |
$283K - $326K
|
3.72K
$881K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.46K+ 42.35% |
$282K - $325K
|
4.91K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.46KNew |
$281K - $324K
|
1.46K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.45KNew |
$280K - $323K
|
1.45K
$344K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.43K+ 70.11% |
$276K - $318K
|
3.47K
$821K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.42KNew |
$275K - $316K
|
1.42K
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.37KNew |
$263K - $303K
|
1.37K
$323K
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.36KNew |
$261K - $301K
|
1.36K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
1.34K+ 7.8% |
$259K - $299K
|
18.6K
$4.39M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.33K+ 31.45% |
$257K - $296K
|
5.57K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.33K+ 5.31% |
$256K - $295K
|
26.3K
$6.23M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.31KNew |
$253K - $291K
|
1.31K
$310K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
BUY
|
- |
1.31K+ 9.65% |
$252K - $291K
|
14.9K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.31K+ 1.26% |
$252K - $290K
|
105K
$24.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 91.63% |
$245K - $282K
|
2.66K
$628K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.27K+ 15.34% |
$244K - $282K
|
9.53K
$2.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.26KNew |
$242K - $279K
|
1.26K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.25KNew |
$241K - $278K
|
1.25K
$296K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.24KNew |
$239K - $275K
|
1.24K
$293K
|