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
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
30+ 0.42% |
$4.37K - $4.76K
|
7.1K
$1.5M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
27+ 37.5% |
$3.93K - $4.28K
|
99
$20.9K
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
26+ 65.0% |
$3.79K - $4.13K
|
66
$13.9K
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
21+ 0.76% |
$3.06K - $3.33K
|
2.8K
$591K
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
21+ 0.03% |
$3.06K - $3.33K
|
64.8K
$13.7M
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21New |
$3.06K - $3.33K
|
21
$4.44K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
19New |
$2.77K - $3.02K
|
19
$4.02K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
12New |
$1.75K - $1.9K
|
12
$2.54K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10+ 0.22% |
$1.46K - $1.59K
|
4.63K
$979K
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
8+ 800.0% |
$1.17K - $1.27K
|
9
$1.9K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7New |
$1.02K - $1.11K
|
7
$1.48K
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
7New |
$1.02K - $1.11K
|
7
$1.48K
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
5New |
$728 - $794
|
5
$1.06K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5New |
$728 - $794
|
5
$1.06K
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
4+ 0.1% |
$583 - $635
|
3.91K
$827K
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$437 - $476
|
3
$634
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$291 - $317
|
13.7K
$2.91M
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.42% |
$146 - $159
|
237
$50.1K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2- 0.12% |
$291 - $317
|
1.72K
$363K
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2- 6.45% |
$291 - $317
|
29
$6.13K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-2- 0.17% |
$291 - $317
|
1.2K
$254K
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 0.56% |
$2.91K - $3.17K
|
3.58K
$757K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-25- 2.49% |
$3.64K - $3.97K
|
978
$207K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-35- 26.72% |
$5.1K - $5.55K
|
96
$20.3K
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-36- 1.98% |
$5.24K - $5.71K
|
1.79K
$377K
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-40- 1.59% |
$5.83K - $6.35K
|
2.48K
$525K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-43- 1.06% |
$6.26K - $6.82K
|
4K
$846K
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-45- 0.58% |
$6.56K - $7.14K
|
7.76K
$1.64M
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-46- 0.02% |
$6.7K - $7.3K
|
271K
$57.3M
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-46- 24.21% |
$6.7K - $7.3K
|
144
$30.4K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-54- 9.41% |
$7.87K - $8.57K
|
520
$110K
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-57- 0.81% |
$8.3K - $9.05K
|
6.99K
$1.48M
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-70- 12.35% |
$10.2K - $11.1K
|
497
$105K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-73- 47.1% |
$10.6K - $11.6K
|
82
$17.3K
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-92- 4.36% |
$13.4K - $14.6K
|
2.02K
$427K
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-98- 1.08% |
$14.3K - $15.6K
|
8.96K
$1.89M
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-122- 4.77% |
$17.8K - $19.4K
|
2.44K
$515K
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-155- 2.73% |
$22.6K - $24.6K
|
5.52K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-159- 5.06% |
$23.2K - $25.2K
|
2.98K
$631K
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
SELL
|
- |
-163- 8.56% |
$23.7K - $25.9K
|
1.74K
$368K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-168- 10.45% |
$24.5K - $26.7K
|
1.44K
$304K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-172- 17.53% |
$25.1K - $27.3K
|
809
$171K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-186- 7.4% |
$27.1K - $29.5K
|
2.33K
$492K
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-206- 1.26% |
$30K - $32.7K
|
16.2K
$3.42M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-209- 4.14% |
$30.4K - $33.2K
|
4.84K
$1.02M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-210- 90.52% |
$30.6K - $33.3K
|
22
$4.65K
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-212- 0.25% |
$30.9K - $33.6K
|
83K
$17.5M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-244- 2.99% |
$35.5K - $38.7K
|
7.93K
$1.68M
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-248- 4.06% |
$36.1K - $39.4K
|
5.86K
$1.24M
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-261- 50.98% |
$38K - $41.4K
|
251
$53K
|