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 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.95K+ 75.89% |
$1.19M - $1.58M
|
16.1K
$3.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
6.89KNew |
$1.18M - $1.56M
|
6.89K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
6.83K+ 5.4% |
$1.17M - $1.55M
|
133K
$31.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.81K+ 17.59% |
$1.17M - $1.55M
|
45.5K
$10.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
6.77KNew |
$1.16M - $1.54M
|
6.77K
$1.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.68K+ 70.02% |
$1.14M - $1.52M
|
16.2K
$3.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.64K+ 6.42% |
$1.14M - $1.51M
|
110K
$26M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6.61K+ 3.27% |
$1.13M - $1.5M
|
209K
$49.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
6.61KNew |
$1.13M - $1.5M
|
6.61K
$1.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.56K+ 133.39% |
$1.12M - $1.49M
|
11.5K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6.29K+ 153.79% |
$1.08M - $1.43M
|
10.4K
$2.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.19K+ 35.84% |
$1.06M - $1.41M
|
23.5K
$5.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
6.14K+ 4.63% |
$1.05M - $1.39M
|
139K
$32.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
6.06K+ 286.84% |
$1.04M - $1.38M
|
8.17K
$1.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.04K+ 14.47% |
$1.04M - $1.37M
|
47.8K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.91K+ 5.31% |
$1.01M - $1.34M
|
117K
$27.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
5.84K+ 17.7% |
$1M - $1.33M
|
38.8K
$9.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.76KNew |
$988K - $1.31M
|
5.76K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.76K+ 15.82% |
$987K - $1.31M
|
42.2K
$9.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
5.61KNew |
$961K - $1.27M
|
5.61K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.6K+ 24.5% |
$960K - $1.27M
|
28.5K
$6.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.44KNew |
$933K - $1.24M
|
5.44K
$1.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.42K+ 60.51% |
$929K - $1.23M
|
14.4K
$3.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.25K+ 316.14% |
$900K - $1.19M
|
6.91K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.07K+ 131.19% |
$870K - $1.15M
|
8.94K
$2.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
4.96K+ 8.54% |
$850K - $1.13M
|
63.1K
$14.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
4.76K+ 14.93% |
$816K - $1.08M
|
36.6K
$8.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4.72KNew |
$809K - $1.07M
|
4.72K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.66K+ 118.15% |
$798K - $1.06M
|
8.6K
$2.03M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
4.62K+ 234.98% |
$792K - $1.05M
|
6.59K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.61K+ 104.67% |
$791K - $1.05M
|
9.02K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.61K+ 90.92% |
$789K - $1.05M
|
9.67K
$2.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.57K+ 16.76% |
$783K - $1.04M
|
31.8K
$7.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
4.33K+ 4.04% |
$743K - $984K
|
112K
$26.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
4.32KNew |
$740K - $981K
|
4.32K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.22K+ 1.81% |
$723K - $958K
|
237K
$56.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.2KNew |
$719K - $953K
|
4.2K
$992K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.15KNew |
$711K - $942K
|
4.15K
$981K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.13K+ 10.09% |
$709K - $939K
|
45.1K
$10.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.12K+ 26.2% |
$705K - $935K
|
19.8K
$4.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.1KNew |
$703K - $931K
|
4.1K
$970K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.05KNew |
$695K - $921K
|
4.05K
$959K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
4.02K+ 151.89% |
$688K - $912K
|
6.66K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
3.99KNew |
$684K - $907K
|
3.99K
$944K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.97K+ 43.89% |
$681K - $902K
|
13K
$3.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
3.83KNew |
$656K - $870K
|
3.83K
$906K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.81K+ 47.73% |
$653K - $865K
|
11.8K
$2.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
3.81K+ 10.44% |
$652K - $864K
|
40.3K
$9.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.74K+ 31.53% |
$641K - $849K
|
15.6K
$3.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
3.73K+ 3.32% |
$638K - $846K
|
116K
$27.4M
|