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 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
651+ 6.13% |
$112K - $148K
|
11.3K
$2.67M
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
632+ 522.31% |
$108K - $144K
|
753
$178K
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
617+ 6.79% |
$106K - $140K
|
9.71K
$2.3M
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
617+ 419.73% |
$106K - $140K
|
764
$181K
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
617+ 2.97% |
$106K - $140K
|
21.4K
$5.07M
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
611New |
$105K - $139K
|
611
$145K
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
601+ 24.46% |
$103K - $136K
|
3.06K
$723K
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
599+ 17.71% |
$103K - $136K
|
3.98K
$942K
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
598+ 4.47% |
$102K - $136K
|
14K
$3.31M
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
596+ 7.24% |
$102K - $135K
|
8.83K
$2.09M
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
592+ 34.36% |
$101K - $134K
|
2.32K
$548K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
587+ 5.27% |
$101K - $133K
|
11.7K
$2.77M
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
583+ 165.63% |
$99.9K - $132K
|
935
$221K
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
567+ 21.08% |
$97.2K - $129K
|
3.26K
$770K
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
562+ 20.32% |
$96.3K - $128K
|
3.33K
$787K
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
558+ 13950.0% |
$95.6K - $127K
|
562
$133K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
550+ 5.08% |
$94.3K - $125K
|
11.4K
$2.69M
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
546+ 8.65% |
$93.6K - $124K
|
6.86K
$1.62M
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
536+ 1.51% |
$91.9K - $122K
|
36.1K
$8.55M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
532+ 18.16% |
$91.2K - $121K
|
3.46K
$819K
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
527+ 2773.68% |
$90.3K - $120K
|
546
$129K
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
518+ 17.24% |
$88.8K - $118K
|
3.52K
$833K
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
517+ 25.13% |
$88.6K - $117K
|
2.57K
$609K
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
486+ 2.0% |
$83.3K - $110K
|
24.7K
$5.85M
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
476+ 9.03% |
$81.6K - $108K
|
5.75K
$1.36M
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
472+ 46.09% |
$80.9K - $107K
|
1.5K
$354K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
459+ 24.41% |
$78.7K - $104K
|
2.34K
$553K
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
458+ 776.27% |
$78.5K - $104K
|
517
$122K
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
454+ 986.96% |
$77.8K - $103K
|
500
$118K
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
453+ 5.24% |
$77.6K - $103K
|
9.1K
$2.15M
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
453+ 1.56% |
$77.6K - $103K
|
29.6K
$7M
|
|
Jul 30, 2025
Q2 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
452+ 32.03% |
$77.5K - $103K
|
1.86K
$441K
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
436+ 5.19% |
$74.7K - $99K
|
8.84K
$2.09M
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
435+ 11.52% |
$74.6K - $98.8K
|
4.21K
$996K
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
430+ 23.31% |
$73.7K - $97.7K
|
2.28K
$538K
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
429+ 3.35% |
$73.5K - $97.4K
|
13.2K
$3.13M
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
425+ 31.84% |
$72.8K - $96.5K
|
1.76K
$416K
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
419+ 22.08% |
$71.8K - $95.2K
|
2.32K
$548K
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
417+ 1.09% |
$71.5K - $94.7K
|
38.7K
$9.15M
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
409+ 1.63% |
$70.1K - $92.9K
|
25.6K
$6.04M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
401New |
$68.7K - $91.1K
|
401
$94.8K
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
382+ 34.08% |
$65.5K - $86.8K
|
1.5K
$355K
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
380+ 12.44% |
$65.1K - $86.3K
|
3.44K
$812K
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
379+ 18.09% |
$65K - $86.1K
|
2.47K
$585K
|
|
Aug 05, 2025
Q2 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
379New |
$65K - $86.1K
|
379
$89.6K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
370+ 468.35% |
$63.4K - $84K
|
449
$106K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
367+ 15.13% |
$62.9K - $83.3K
|
2.79K
$661K
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
351+ 235.57% |
$60.2K - $79.7K
|
500
$118K
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
345+ 87.56% |
$59.1K - $78.3K
|
739
$175K
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
342+ 7.74% |
$58.6K - $77.7K
|
4.76K
$1.13M
|