Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.03K+ 0.15% |
$641K - $766K
|
3.3M
$699M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.77K+ 198.5% |
$608K - $727K
|
7.18K
$1.52M
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.74K+ 12.87% |
$604K - $722K
|
41.6K
$8.8M
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.54KNew |
$578K - $691K
|
4.54K
$960K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.47KNew |
$569K - $680K
|
4.47K
$945K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.4K+ 33.5% |
$561K - $671K
|
17.5K
$3.71M
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4.28KNew |
$546K - $652K
|
4.28K
$907K
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.24K+ 84.29% |
$541K - $646K
|
9.27K
$1.96M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.24K+ 3.43% |
$541K - $646K
|
128K
$27M
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.11KNew |
$524K - $625K
|
4.11K
$869K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.07K+ 181.64% |
$518K - $619K
|
6.31K
$1.33M
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.04K+ 94.83% |
$515K - $615K
|
8.3K
$1.76M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.97K+ 76.05% |
$506K - $604K
|
9.18K
$1.94M
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.95K+ 72.32% |
$504K - $602K
|
9.42K
$1.99M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.84K+ 142.86% |
$490K - $585K
|
6.53K
$1.38M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.84K+ 142.86% |
$490K - $585K
|
6.53K
$1.38M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.81K+ 11.72% |
$485K - $580K
|
36.3K
$7.68M
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
3.68K+ 8.86% |
$469K - $560K
|
45.2K
$9.57M
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.41K+ 10.43% |
$435K - $519K
|
36.1K
$7.64M
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.25KNew |
$414K - $494K
|
3.25K
$687K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.24K+ 3.98% |
$413K - $493K
|
84.6K
$17.9M
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
3.18K+ 141.33% |
$405K - $484K
|
5.43K
$1.15M
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3.01K+ 16.85% |
$384K - $459K
|
20.9K
$4.42M
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.96KNew |
$377K - $450K
|
2.96K
$626K
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
2.89K+ 1.53% |
$369K - $441K
|
192K
$40.6M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.88KNew |
$367K - $439K
|
2.88K
$610K
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.86KNew |
$364K - $435K
|
2.86K
$604K
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.78KNew |
$354K - $423K
|
2.78K
$587K
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.77KNew |
$353K - $421K
|
2.77K
$585K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.74K+ 607.76% |
$349K - $417K
|
3.19K
$675K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.63K+ 173.86% |
$335K - $400K
|
4.14K
$876K
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.55K+ 2.19% |
$325K - $388K
|
119K
$25.2M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.5K+ 33.25% |
$319K - $381K
|
10K
$2.12M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.43K+ 7.53% |
$309K - $370K
|
34.6K
$7.33M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.33KNew |
$298K - $355K
|
2.33K
$494K
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.3K+ 1.48% |
$293K - $350K
|
157K
$33.3M
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.3K+ 107.73% |
$293K - $350K
|
4.44K
$939K
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.25K+ 20.89% |
$287K - $343K
|
13K
$2.75M
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.2K+ 1.21% |
$280K - $335K
|
184K
$38.9M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.15K+ 16.57% |
$274K - $328K
|
15.2K
$3.21M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.15K+ 1678.91% |
$274K - $327K
|
2.28K
$482K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
2.15K+ 1678.91% |
$274K - $327K
|
2.28K
$482K
|
|
Aug 14, 2023
Q2 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
2.04KNew |
$261K - $311K
|
2.04K
$433K
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.02KNew |
$258K - $308K
|
2.02K
$428K
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2KNew |
$255K - $305K
|
2K
$423K
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.81K+ 6.74% |
$231K - $276K
|
28.7K
$6.08M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.76KNew |
$224K - $268K
|
1.76K
$372K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.72KNew |
$219K - $262K
|
1.72K
$364K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.68KNew |
$214K - $256K
|
1.68K
$355K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.67K+ 56.64% |
$213K - $254K
|
4.62K
$978K
|