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 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.36KNew |
$199K - $216K
|
1.36K
$288K
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.35K+ 29.81% |
$197K - $215K
|
5.89K
$1.24M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.34K+ 161.34% |
$196K - $213K
|
2.18K
$460K
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.31K+ 40.22% |
$190K - $207K
|
4.55K
$962K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.3K+ 101.8% |
$190K - $207K
|
2.59K
$546K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.27K+ 24.73% |
$186K - $202K
|
6.43K
$1.36M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.25KNew |
$182K - $198K
|
1.25K
$264K
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.22K+ 1.04% |
$178K - $194K
|
118K
$25M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.2K+ 8.03% |
$175K - $191K
|
16.2K
$3.42M
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.17K+ 3.86% |
$171K - $186K
|
31.6K
$6.68M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.17K+ 4.08% |
$171K - $186K
|
29.9K
$6.32M
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.15K+ 20.45% |
$168K - $183K
|
6.78K
$1.43M
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.12K+ 33.3% |
$163K - $177K
|
4.47K
$944K
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 5.37% |
$162K - $177K
|
21.8K
$4.61M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.1K+ 24.57% |
$160K - $174K
|
5.56K
$1.18M
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.08KNew |
$158K - $172K
|
1.08K
$229K
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.08K+ 28.63% |
$157K - $171K
|
4.83K
$1.02M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.07K+ 216.19% |
$156K - $169K
|
1.56K
$330K
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 28.18% |
$155K - $169K
|
4.83K
$1.02M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.05K+ 9.56% |
$153K - $167K
|
12.1K
$2.55M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.05K+ 41.49% |
$153K - $167K
|
3.58K
$757K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
953+ 7.04% |
$139K - $151K
|
14.5K
$3.06M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
949+ 4.46% |
$138K - $151K
|
22.2K
$4.7M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
945+ 16.12% |
$138K - $150K
|
6.81K
$1.44M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
944+ 35.33% |
$138K - $150K
|
3.62K
$764K
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
904+ 2.23% |
$132K - $143K
|
41.4K
$8.76M
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
900+ 20.29% |
$131K - $143K
|
5.34K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
849+ 254.95% |
$124K - $135K
|
1.18K
$250K
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
823+ 12.34% |
$120K - $131K
|
7.5K
$1.58M
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
789New |
$115K - $125K
|
789
$167K
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
733+ 37.11% |
$107K - $116K
|
2.71K
$572K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
699+ 30.87% |
$102K - $111K
|
2.96K
$626K
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
690+ 2.49% |
$101K - $110K
|
28.4K
$6.01M
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
659+ 6.2% |
$96K - $105K
|
11.3K
$2.38M
|
|
Oct 10, 2023
Q3 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
657+ 35.76% |
$95.7K - $104K
|
2.49K
$527K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
611+ 12.6% |
$89K - $97K
|
5.46K
$1.15M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
587+ 1128.85% |
$85.5K - $93.2K
|
639
$135K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
557+ 15.41% |
$81.1K - $88.4K
|
4.17K
$882K
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
535+ 2.83% |
$77.9K - $84.9K
|
19.4K
$4.1M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
495New |
$72.1K - $78.6K
|
495
$105K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
445+ 0.58% |
$64.8K - $70.6K
|
76.8K
$16.2M
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
419+ 4.56% |
$61K - $66.5K
|
9.62K
$2.03M
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
408+ 0.33% |
$59.4K - $64.7K
|
125K
$26.4M
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
386+ 30.09% |
$56.2K - $61.3K
|
1.67K
$353K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
357+ 12.39% |
$52K - $56.7K
|
3.24K
$684K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
350+ 1.79% |
$51K - $55.5K
|
19.9K
$4.22M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
337+ 12.04% |
$49.1K - $53.5K
|
3.14K
$663K
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
320+ 1.76% |
$46.6K - $50.8K
|
18.5K
$3.91M
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
317+ 1.69% |
$46.2K - $50.3K
|
19.1K
$4.03M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
306+ 2.41% |
$44.6K - $48.6K
|
13K
$2.75M
|