Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q4 2024. 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 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-162- 5.83% |
$32.1K - $35.9K
|
2.62K
$619K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-169- 1.29% |
$33.5K - $37.4K
|
12.9K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-171- 11.29% |
$33.9K - $37.9K
|
1.34K
$318K
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-190- 4.65% |
$37.6K - $42.1K
|
3.9K
$921K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-213- 10.72% |
$42.2K - $47.2K
|
1.77K
$420K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-224- 1.38% |
$44.4K - $49.6K
|
16K
$3.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-225- 47.17% |
$44.6K - $49.8K
|
252
$59.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-234- 1.76% |
$46.3K - $51.8K
|
13K
$3.08M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-236- 10.22% |
$46.7K - $52.3K
|
2.07K
$491K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-260- 1.0% |
$51.5K - $57.6K
|
25.7K
$6.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-260- 5.18% |
$51.5K - $57.6K
|
4.76K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-280- 23.05% |
$55.5K - $62K
|
935
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-288- 1.14% |
$57K - $63.8K
|
25.1K
$5.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-330- 1.09% |
$65.4K - $73.1K
|
30.1K
$7.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-353- 0.31% |
$69.9K - $78.2K
|
112K
$26.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-357- 0.28% |
$70.7K - $79.1K
|
127K
$30M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-361- 4.34% |
$71.5K - $80K
|
7.95K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-363- 2.38% |
$71.9K - $80.4K
|
14.9K
$3.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-377- 7.79% |
$74.7K - $83.5K
|
4.46K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-383- 4.48% |
$75.8K - $84.8K
|
8.17K
$1.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-393- 0.09% |
$77.8K - $87.1K
|
440K
$104M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-428- 0.37% |
$84.8K - $94.8K
|
115K
$27.3M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-433- 0.64% |
$85.8K - $95.9K
|
67.6K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-450- 46.68% |
$89.1K - $99.7K
|
514
$122K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-479- 14.18% |
$94.9K - $106K
|
2.9K
$686K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-481- 20.63% |
$95.3K - $107K
|
1.85K
$438K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-488- 10.48% |
$96.6K - $108K
|
4.17K
$986K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-500- 5.69% |
$99K - $111K
|
8.29K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-517- 2.57% |
$102K - $115K
|
19.6K
$4.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-517- 3.89% |
$102K - $115K
|
12.8K
$3.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-525- 0.47% |
$104K - $116K
|
112K
$26.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-552- 28.83% |
$109K - $122K
|
1.36K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-594- 3.28% |
$118K - $132K
|
17.5K
$4.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-600- 46.15% |
$119K - $133K
|
700
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-602- 29.82% |
$119K - $133K
|
1.42K
$335K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-603- 7.67% |
$119K - $134K
|
7.26K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-609- 2.88% |
$121K - $135K
|
20.5K
$4.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-618- 10.86% |
$122K - $137K
|
5.07K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-633- 44.8% |
$125K - $140K
|
780
$184K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-639- 0.72% |
$127K - $142K
|
88.3K
$20.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-655- 7.24% |
$130K - $145K
|
8.39K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-659- 4.07% |
$131K - $146K
|
15.5K
$3.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-699- 7.4% |
$138K - $155K
|
8.75K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-711- 57.11% |
$141K - $157K
|
534
$126K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-717- 16.59% |
$142K - $159K
|
3.6K
$852K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-732- 7.59% |
$145K - $162K
|
8.92K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-828- 16.6% |
$164K - $183K
|
4.16K
$984K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-990- 24.89% |
$196K - $219K
|
2.99K
$707K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1K- 33.33% |
$198K - $222K
|
2K
$473K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.01K- 62.97% |
$200K - $224K
|
594
$140K
|