Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
39.9K+ 13069.51% |
$6.83M - $9.05M
|
40.2K
$9.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
39.7KNew |
$6.81M - $9.03M
|
39.7K
$9.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
39.7KNew |
$6.81M - $9.03M
|
39.7K
$9.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
38.2K+ 121.33% |
$6.55M - $8.68M
|
69.7K
$16.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
37.9KNew |
$6.5M - $8.61M
|
37.9K
$8.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37.8K+ 50.43% |
$6.48M - $8.59M
|
113K
$26.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
37K+ 945.19% |
$6.35M - $8.41M
|
41K
$9.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
36.5K+ 80.87% |
$6.26M - $8.29M
|
81.6K
$19.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
35.7K+ 65.85% |
$6.11M - $8.1M
|
89.9K
$21.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
33.6K+ 412.01% |
$5.75M - $7.62M
|
41.7K
$9.86M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
33.2K+ 343.27% |
$5.7M - $7.55M
|
42.9K
$10.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
32.2K+ 279.38% |
$5.52M - $7.31M
|
43.7K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31.7K+ 678.86% |
$5.43M - $7.19M
|
36.3K
$8.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
31.4KNew |
$5.38M - $7.13M
|
31.4K
$7.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
30.3KNew |
$5.2M - $6.89M
|
30.3K
$7.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
29.1KNew |
$4.99M - $6.61M
|
29.1K
$6.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28.8K+ 130.51% |
$4.93M - $6.53M
|
50.8K
$12M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
28K+ 103.37% |
$4.81M - $6.37M
|
55.2K
$13.1M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27.7K+ 5604.85% |
$4.76M - $6.3M
|
28.2K
$6.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
26.2K+ 15.03% |
$4.5M - $5.96M
|
201K
$47.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.8K+ 5.39% |
$4.42M - $5.85M
|
504K
$119M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
25.7K+ 27.36% |
$4.4M - $5.84M
|
120K
$28.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
25.4K+ 244.97% |
$4.35M - $5.77M
|
35.8K
$8.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
25.3KNew |
$4.34M - $5.75M
|
25.3K
$5.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
25.1K+ 13.46% |
$4.31M - $5.71M
|
212K
$50.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
24.3K+ 703.3% |
$4.16M - $5.52M
|
27.7K
$6.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
23.2K+ 184.61% |
$3.98M - $5.27M
|
35.8K
$8.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.1K+ 10.02% |
$3.96M - $5.25M
|
254K
$60M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.5K+ 8.82% |
$3.69M - $4.89M
|
266K
$62.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
21.4KNew |
$3.67M - $4.86M
|
21.4K
$5.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.3K+ 45.63% |
$3.65M - $4.83M
|
67.9K
$16.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.2K+ 319.69% |
$3.64M - $4.82M
|
27.9K
$6.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.2K+ 5.52% |
$3.63M - $4.8M
|
405K
$95.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
20.1K+ 12.54% |
$3.45M - $4.57M
|
181K
$42.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.9K+ 89.15% |
$3.41M - $4.52M
|
42.3K
$9.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
19.9KNew |
$3.41M - $4.52M
|
19.9K
$4.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
19.5K+ 173.34% |
$3.35M - $4.43M
|
30.8K
$7.28M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
19KNew |
$3.26M - $4.32M
|
19K
$4.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
18.1KNew |
$3.1M - $4.11M
|
18.1K
$4.28M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.8K+ 146.12% |
$3.05M - $4.03M
|
29.9K
$7.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
17K+ 55.85% |
$2.91M - $3.86M
|
47.4K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.9K+ 643.87% |
$2.9M - $3.84M
|
19.5K
$4.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
16.2KNew |
$2.78M - $3.68M
|
16.2K
$3.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
15.9K+ 23.62% |
$2.73M - $3.61M
|
83.2K
$19.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.7K+ 30.02% |
$2.7M - $3.57M
|
68.1K
$16.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
15.2KNew |
$2.6M - $3.44M
|
15.2K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
15KNew |
$2.56M - $3.4M
|
15K
$3.54M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
14.7K+ 63.71% |
$2.52M - $3.33M
|
37.7K
$8.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
14.3K+ 15.59% |
$2.44M - $3.24M
|
106K
$25M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
13.9KNew |
$2.37M - $3.15M
|
13.9K
$3.28M
|