Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
8.67K+ 65.31% |
$1.26M - $1.44M
|
21.9K
$4.64M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.71K+ 22.57% |
$1.12M - $1.28M
|
41.9K
$8.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
7.64K+ 47.1% |
$1.11M - $1.27M
|
23.9K
$5.05M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.4KNew |
$1.07M - $1.23M
|
7.4K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.67KNew |
$967K - $1.11M
|
6.67K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.59K+ 47.43% |
$955K - $1.09M
|
20.5K
$4.33M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
6.58KNew |
$954K - $1.09M
|
6.58K
$1.39M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6.26KNew |
$907K - $1.04M
|
6.26K
$1.32M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.31KNew |
$770K - $882K
|
5.31K
$1.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
5KNew |
$725K - $830K
|
5K
$1.06M
|
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
4.93KNew |
$715K - $819K
|
4.93K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.9K+ 175.0% |
$711K - $814K
|
7.7K
$1.63M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.62K+ 233.59% |
$670K - $767K
|
6.6K
$1.39M
|
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
4.35K+ 27.22% |
$630K - $722K
|
20.3K
$4.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
4.22KNew |
$612K - $701K
|
4.22K
$892K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.22KNew |
$612K - $700K
|
4.22K
$891K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
4.15KNew |
$602K - $690K
|
4.15K
$878K
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.69K+ 6.44% |
$534K - $612K
|
60.9K
$12.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.6KNew |
$522K - $598K
|
3.6K
$761K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.55KNew |
$515K - $590K
|
3.55K
$751K
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.52K+ 11.21% |
$510K - $584K
|
34.9K
$7.38M
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
3.46K+ 74.22% |
$502K - $575K
|
8.13K
$1.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.27K+ 56.39% |
$474K - $543K
|
9.07K
$1.92M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.2KNew |
$464K - $531K
|
3.2K
$676K
|
|
|
Feb 09, 2022
Q4 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.18KNew |
$461K - $528K
|
3.18K
$673K
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
3.1KNew |
$449K - $514K
|
3.1K
$654K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.06K+ 17.89% |
$444K - $509K
|
20.2K
$4.26M
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.02KNew |
$438K - $502K
|
3.02K
$639K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.96K+ 361.98% |
$429K - $492K
|
3.78K
$799K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
2.78KNew |
$403K - $461K
|
2.78K
$587K
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.65KNew |
$384K - $440K
|
2.65K
$559K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.62KNew |
$379K - $435K
|
2.62K
$553K
|
|
|
Feb 09, 2022
Q4 2021
|
Congress Park Capital LLC
|
BUY
|
- |
2.59K+ 103.27% |
$375K - $430K
|
5.09K
$1.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.53K+ 50.08% |
$367K - $420K
|
7.58K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.5K+ 129.06% |
$362K - $415K
|
4.43K
$936K
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.18KNew |
$315K - $361K
|
2.18K
$460K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.83KNew |
$266K - $305K
|
1.83K
$388K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.82KNew |
$263K - $302K
|
1.82K
$384K
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.6KNew |
$232K - $266K
|
1.6K
$338K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.53KNew |
$222K - $254K
|
1.53K
$323K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.51KNew |
$219K - $251K
|
1.51K
$320K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
1.51KNew |
$219K - $251K
|
1.51K
$319K
|
|
|
Feb 10, 2022
Q4 2021
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.51KNew |
$218K - $250K
|
1.51K
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.46K+ 17.4% |
$211K - $242K
|
9.84K
$2.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.4KNew |
$203K - $233K
|
1.4K
$297K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.31KNew |
$190K - $217K
|
1.31K
$277K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$184K - $210K
|
1.27K
$268K
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.05KNew |
$153K - $175K
|
1.05K
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.01K+ 2.03% |
$146K - $168K
|
50.9K
$10.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1K+ 18.06% |
$145K - $166K
|
6.54K
$1.38M
|