Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.05KNew |
$590K - $643K
|
4.05K
$872K
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.05K+ 7.78% |
$589K - $642K
|
56K
$12.1M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.95K+ 39.42% |
$576K - $627K
|
14K
$3.01M
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.83KNew |
$558K - $608K
|
3.83K
$825K
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
3.69K+ 3.39% |
$537K - $585K
|
112K
$24.2M
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.64K+ 10.08% |
$530K - $578K
|
39.7K
$8.56M
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
3.58KNew |
$522K - $569K
|
3.58K
$772K
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
3.57KNew |
$520K - $567K
|
3.57K
$769K
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.3K+ 115.55% |
$481K - $524K
|
6.16K
$1.33M
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.24KNew |
$472K - $514K
|
3.24K
$698K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.13KNew |
$456K - $497K
|
3.13K
$674K
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3K+ 16.83% |
$438K - $477K
|
20.9K
$4.49M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3KNew |
$436K - $475K
|
3K
$645K
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
BUY
|
- |
2.94K+ 18.96% |
$428K - $466K
|
18.4K
$3.97M
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.84K+ 21.84% |
$414K - $451K
|
15.9K
$3.42M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.79K+ 7.69% |
$407K - $443K
|
39.1K
$8.42M
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.7K+ 675.44% |
$393K - $428K
|
3.09K
$666K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.68K+ 8.93% |
$390K - $425K
|
32.7K
$7.03M
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.67K+ 20.25% |
$389K - $424K
|
15.9K
$3.42M
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.56KNew |
$373K - $406K
|
2.56K
$551K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
2.47K+ 703.42% |
$360K - $392K
|
2.82K
$607K
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.46K+ 1.56% |
$358K - $390K
|
160K
$34.4M
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.42KNew |
$352K - $384K
|
2.42K
$521K
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
2.35KNew |
$342K - $373K
|
2.35K
$506K
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.3K+ 14.49% |
$335K - $365K
|
18.1K
$3.91M
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.28K+ 77.04% |
$332K - $362K
|
5.24K
$1.13M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.19KNew |
$319K - $348K
|
2.19K
$472K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.11K+ 17.51% |
$307K - $334K
|
14.1K
$3.04M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.09K+ 32.6% |
$304K - $331K
|
8.49K
$1.83M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.05K+ 28.62% |
$299K - $326K
|
9.23K
$1.99M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.97K+ 21.45% |
$287K - $312K
|
11.2K
$2.4M
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
BUY
|
- |
1.95KNew |
$284K - $309K
|
1.95K
$419K
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.92K+ 94.81% |
$280K - $305K
|
3.94K
$849K
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.83K+ 27.15% |
$267K - $290K
|
8.57K
$1.85M
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.83K+ 7.32% |
$266K - $290K
|
26.8K
$5.76M
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.81KNew |
$263K - $287K
|
1.81K
$389K
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.8K+ 124.84% |
$263K - $286K
|
3.25K
$700K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.68K+ 26.58% |
$244K - $266K
|
7.98K
$1.72M
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.64K+ 5.37% |
$239K - $260K
|
32.2K
$6.93M
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.62K+ 37.77% |
$236K - $257K
|
5.9K
$1.27M
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.6KNew |
$233K - $254K
|
1.6K
$345K
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.55KNew |
$226K - $246K
|
1.55K
$334K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 52.98% |
$211K - $230K
|
4.18K
$900K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.44K+ 35.11% |
$210K - $229K
|
5.55K
$1.19M
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.44KNew |
$210K - $229K
|
1.44K
$310K
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.44K+ 26.52% |
$210K - $228K
|
6.87K
$1.48M
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.41KNew |
$206K - $224K
|
1.41K
$304K
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.41K+ 17.37% |
$205K - $223K
|
9.5K
$2.05M
|
|
Nov 13, 2023
Q3 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.4KNew |
$204K - $222K
|
1.4K
$301K
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.39K+ 43.75% |
$202K - $220K
|
4.56K
$981K
|