Institutional Ownership Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM). We have compiled data on the 831 institutions that hold shares in the stock, with a total of 93.7 Million shares, which have been reported (via 13F filing form) to have a value of $20.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
33,446
shares
|
$7.2 Million
0.3% of portfolio
|
Q3 2024
Added 387.34%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
33,397
shares
|
$7.19 Million
3.28% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
33,237
shares
|
$7.16 Million
0.2% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
32,676
shares
|
$7.04 Million
0.61% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
32,466
shares
|
$6.99 Million
1.08% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
32,298
shares
|
$6.96 Million
0.21% of portfolio
|
Q3 2024
Added 163.49%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
32,102
shares
|
$6.91 Million
1.04% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
32,061
shares
|
$6.9 Million
2.45% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
31,725
shares
|
$6.83 Million
4.61% of portfolio
|
Q4 2024
Reduced 25.18%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
31,721
shares
|
$6.83 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
31,708
shares
|
$6.83 Million
0.47% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
31,622
shares
|
$6.81 Million
0.4% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
30,862
shares
|
$6.65 Million
0.99% of portfolio
|
Q4 2024
Added 95.3%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
30,677
shares
|
$6.61 Million
3.82% of portfolio
|
Q3 2024
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
30,078
shares
|
$6.48 Million
2.72% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
29,976
shares
|
$6.46 Million
0.97% of portfolio
|
Q4 2024
Added 16.7%
|
|
|
Vontobel Asset Management Inc
New York, NY |
May 15, 2024 Q1 2024 |
29,800
shares
|
$6.42 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
29,755
shares
|
$6.41 Million
2.53% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
29,075
shares
|
$6.26 Million
0.39% of portfolio
|
Q3 2024
Added 67.47%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
28,898
shares
|
$6.22 Million
0.69% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
28,764
shares
|
$6.19 Million
0.42% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
28,644
shares
|
$6.17 Million
0.28% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
28,276
shares
|
$6.09 Million
1.79% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
28,198
shares
|
$6.07 Million
5.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
28,109
shares
|
$6.05 Million
1.7% of portfolio
|
Q4 2022
Added 8.07%
|