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 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.65K+ 25.64% |
$210K - $251K
|
8.09K
$1.71M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.63K+ 63.59% |
$207K - $248K
|
4.18K
$885K
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 3.82% |
$199K - $237K
|
42.4K
$8.97M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.54K+ 135.0% |
$196K - $234K
|
2.67K
$565K
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.5K+ 3.85% |
$192K - $229K
|
40.5K
$8.58M
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1.5K+ 19.78% |
$191K - $229K
|
9.09K
$1.92M
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.46K+ 50.14% |
$185K - $222K
|
4.36K
$922K
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.45KNew |
$184K - $220K
|
1.45K
$306K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.43KNew |
$182K - $217K
|
1.43K
$302K
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.4KNew |
$178K - $213K
|
1.4K
$296K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.37KNew |
$175K - $209K
|
1.37K
$290K
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.35KNew |
$173K - $206K
|
1.35K
$287K
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.35K+ 1.89% |
$172K - $206K
|
72.8K
$15.4M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.34KNew |
$170K - $203K
|
1.34K
$283K
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.28KNew |
$164K - $195K
|
1.28K
$272K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.24K+ 11.49% |
$158K - $189K
|
12K
$2.54M
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.22K+ 1.05% |
$155K - $185K
|
117K
$24.8M
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.21K+ 28.6% |
$154K - $184K
|
5.43K
$1.15M
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
1.15K+ 4.86% |
$147K - $176K
|
24.9K
$5.27M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.1K+ 150.0% |
$140K - $168K
|
1.84K
$388K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
995+ 42.23% |
$127K - $152K
|
3.35K
$709K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
956+ 8.77% |
$122K - $146K
|
11.9K
$2.51M
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
948+ 7.41% |
$121K - $144K
|
13.7K
$2.91M
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
841+ 4.66% |
$107K - $128K
|
18.9K
$4M
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
824+ 5.3% |
$105K - $125K
|
16.4K
$3.46M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
783+ 7830.0% |
$99.8K - $119K
|
793
$168K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
783+ 7830.0% |
$99.8K - $119K
|
793
$168K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
772+ 2.94% |
$98.4K - $118K
|
27K
$5.72M
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
766+ 2.15% |
$97.6K - $117K
|
36.5K
$7.72M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
763+ 334.65% |
$97.3K - $116K
|
991
$210K
|
|
Jul 18, 2023
Q2 2023
|
Whelan Financial
|
BUY
|
- |
753+ 0.31% |
$96K - $115K
|
245K
$51.9M
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
738+ 7.47% |
$94.1K - $112K
|
10.6K
$2.25M
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
735New |
$93.7K - $112K
|
735
$156K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
735+ 16.04% |
$93.7K - $112K
|
5.32K
$1.13M
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
723+ 14.74% |
$92.2K - $110K
|
5.63K
$1.19M
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
695+ 3.38% |
$88.6K - $106K
|
21.3K
$4.5M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
687+ 3.12% |
$87.6K - $105K
|
22.7K
$4.8M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
668+ 3.53% |
$85.2K - $102K
|
19.6K
$4.15M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
657+ 8.74% |
$83.8K - $100K
|
8.17K
$1.73M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
651+ 13.21% |
$83K - $99.1K
|
5.58K
$1.18M
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
580+ 0.47% |
$73.9K - $88.3K
|
125K
$26.4M
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
579+ 37.82% |
$73.8K - $88.2K
|
2.11K
$447K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
567New |
$72.3K - $86.3K
|
567
$120K
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
550+ 9.9% |
$70.1K - $83.8K
|
6.11K
$1.29M
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
533+ 23.18% |
$67.9K - $81.2K
|
2.83K
$599K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
520+ 28.73% |
$66.3K - $79.2K
|
2.33K
$493K
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
512New |
$65.3K - $78K
|
512
$108K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
494New |
$63K - $75.2K
|
494
$105K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
480+ 3.98% |
$61.2K - $73.1K
|
12.6K
$2.66M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
468+ 22.66% |
$59.7K - $71.3K
|
2.53K
$536K
|