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 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-300- 60.73% |
$43.7K - $47.6K
|
194
$41K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-300- 3.65% |
$43.7K - $47.6K
|
7.93K
$1.68M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-311- 18.5% |
$45.3K - $49.4K
|
1.37K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-320- 3.45% |
$46.6K - $50.8K
|
8.96K
$1.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-340- 2.44% |
$49.5K - $54K
|
13.6K
$2.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-348- 10.26% |
$50.7K - $55.2K
|
3.04K
$643K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-361- 12.75% |
$52.6K - $57.3K
|
2.47K
$522K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-367- 0.5% |
$53.5K - $58.2K
|
73.7K
$15.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-373- 1.02% |
$54.3K - $59.2K
|
36.1K
$7.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-381- 3.53% |
$55.5K - $60.5K
|
10.4K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-388- 1.58% |
$56.5K - $61.6K
|
24.1K
$5.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-405- 55.1% |
$59K - $64.3K
|
330
$69.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-444- 0.52% |
$64.7K - $70.5K
|
84.2K
$17.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-470- 1.74% |
$68.5K - $74.6K
|
26.6K
$5.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-473- 1.69% |
$68.9K - $75.1K
|
27.5K
$5.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-479- 2.14% |
$69.8K - $76K
|
21.9K
$4.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-504- 0.57% |
$73.4K - $80K
|
87.5K
$18.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-513- 2.39% |
$74.7K - $81.4K
|
21K
$4.44M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-528- 9.93% |
$76.9K - $83.8K
|
4.79K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-547- 2.77% |
$79.7K - $86.8K
|
19.2K
$4.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-570- 10.38% |
$83K - $90.5K
|
4.92K
$1.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-572- 24.55% |
$83.3K - $90.8K
|
1.76K
$372K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-574- 13.87% |
$83.6K - $91.1K
|
3.56K
$753K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-774- 8.35% |
$113K - $123K
|
8.5K
$1.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-790- 6.53% |
$115K - $125K
|
11.3K
$2.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-800- 57.14% |
$117K - $127K
|
600
$127K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-834- 5.66% |
$122K - $132K
|
13.9K
$2.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-842- 1.69% |
$123K - $134K
|
49.1K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-900- 33.21% |
$131K - $143K
|
1.81K
$383K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-996- 21.63% |
$145K - $158K
|
3.61K
$763K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.09K- 0.57% |
$159K - $173K
|
191K
$40.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.09K- 14.92% |
$159K - $173K
|
6.23K
$1.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.2K- 4.82% |
$175K - $190K
|
23.7K
$5.01M
|
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
SELL
|
- |
-1.26K- 0.51% |
$184K - $200K
|
244K
$51.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.49K- 15.01% |
$218K - $237K
|
8.46K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.73K- 0.65% |
$252K - $274K
|
263K
$55.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.75K- 42.96% |
$255K - $278K
|
2.33K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.77K- 42.41% |
$258K - $282K
|
2.41K
$509K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.87K- 7.78% |
$272K - $296K
|
22.1K
$4.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.01K- 63.03% |
$293K - $319K
|
1.18K
$249K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.08K- 18.8% |
$303K - $330K
|
8.99K
$1.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.09K- 22.32% |
$304K - $332K
|
7.28K
$1.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.09K- 47.99% |
$305K - $332K
|
2.27K
$479K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.1K- 27.4% |
$306K - $334K
|
5.57K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.16K- 27.74% |
$314K - $342K
|
5.62K
$1.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-2.17K- 2.22% |
$316K - $344K
|
95.5K
$20.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-2.39K- 26.3% |
$348K - $380K
|
6.7K
$1.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3K- 25.31% |
$437K - $476K
|
8.86K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.33K- 9.22% |
$485K - $528K
|
32.7K
$6.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-3.69K- 49.11% |
$537K - $585K
|
3.82K
$807K
|