Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q1 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 |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.91K+ 81.61% |
$636K - $780K
|
13.1K
$2.4M
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
5.86K+ 3.2% |
$632K - $774K
|
189K
$34.5M
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5.72K+ 8.95% |
$616K - $754K
|
69.6K
$12.7M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.59KNew |
$602K - $737K
|
5.59K
$1.02M
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.26K+ 19.18% |
$567K - $695K
|
32.7K
$5.98M
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5.03KNew |
$542K - $664K
|
5.03K
$920K
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
4.9K+ 15.89% |
$527K - $646K
|
35.7K
$6.53M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.75K+ 13.98% |
$512K - $627K
|
38.7K
$7.08M
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.58KNew |
$494K - $605K
|
4.58K
$838K
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.26KNew |
$459K - $562K
|
4.26K
$779K
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.22KNew |
$454K - $557K
|
4.22K
$772K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.22KNew |
$454K - $557K
|
4.22K
$771K
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3.87K+ 5.74% |
$417K - $511K
|
71.4K
$13.1M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.8KNew |
$409K - $502K
|
3.8K
$695K
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.69KNew |
$398K - $487K
|
3.69K
$675K
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.42K+ 166.94% |
$368K - $451K
|
5.47K
$1M
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.36K+ 47.26% |
$362K - $443K
|
10.5K
$1.91M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3.33K+ 44.62% |
$358K - $439K
|
10.8K
$1.97M
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.29KNew |
$354K - $434K
|
3.29K
$602K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.27K+ 4.19% |
$353K - $432K
|
81.4K
$14.9M
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
BUY
|
- |
3.11K+ 71.75% |
$335K - $410K
|
7.44K
$1.36M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.08KNew |
$331K - $406K
|
3.08K
$562K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.73K+ 13.54% |
$294K - $361K
|
22.9K
$4.19M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.73KNew |
$294K - $361K
|
2.73K
$499K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.59K+ 5.44% |
$278K - $341K
|
50.1K
$9.16M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.56KNew |
$275K - $337K
|
2.56K
$467K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.51KNew |
$271K - $332K
|
2.51K
$459K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.51KNew |
$270K - $331K
|
2.51K
$459K
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.49KNew |
$268K - $328K
|
2.49K
$455K
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.42K+ 16.56% |
$261K - $320K
|
17.1K
$3.12M
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.41KNew |
$259K - $317K
|
2.41K
$440K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.4KNew |
$259K - $317K
|
2.4K
$440K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.4K+ 6.98% |
$259K - $317K
|
36.8K
$6.73M
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.36KNew |
$254K - $311K
|
2.36K
$431K
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.32KNew |
$250K - $306K
|
2.32K
$424K
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.31KNew |
$249K - $305K
|
2.31K
$422K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.27KNew |
$244K - $299K
|
2.27K
$415K
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.25KNew |
$242K - $297K
|
2.25K
$411K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.24KNew |
$241K - $296K
|
2.24K
$409K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.22K+ 120.67% |
$239K - $293K
|
4.06K
$742K
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.21KNew |
$238K - $291K
|
2.21K
$404K
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.14KNew |
$230K - $282K
|
2.14K
$390K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.07KNew |
$222K - $273K
|
2.07K
$378K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.01KNew |
$217K - $266K
|
2.01K
$368K
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.01KNew |
$217K - $265K
|
2.01K
$368K
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.95K+ 8.44% |
$210K - $258K
|
25.1K
$4.58M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.93K+ 11.91% |
$208K - $255K
|
18.2K
$3.32M
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.82KNew |
$196K - $240K
|
1.82K
$333K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.81KNew |
$195K - $239K
|
1.81K
$331K
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.76KNew |
$190K - $233K
|
1.76K
$323K
|