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 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.75K+ 7.11% |
$189K - $231K
|
26.4K
$5.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.72KNew |
$185K - $226K
|
1.72K
$369K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.72KNew |
$185K - $226K
|
1.72K
$369K
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
BUY
|
- |
1.67KNew |
$180K - $220K
|
1.67K
$359K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.62KNew |
$174K - $214K
|
1.62K
$348K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.62KNew |
$174K - $214K
|
1.62K
$348K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.53KNew |
$165K - $202K
|
1.53K
$330K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.53KNew |
$165K - $202K
|
1.53K
$329K
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.53KNew |
$165K - $202K
|
1.53K
$329K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.53KNew |
$164K - $202K
|
1.53K
$329K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.38K+ 12.95% |
$149K - $183K
|
12.1K
$2.6M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.38K+ 22.39% |
$148K - $182K
|
7.52K
$1.62M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
1.27K+ 5.65% |
$137K - $168K
|
23.7K
$5.11M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.25K+ 1.98% |
$135K - $165K
|
64.6K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.19K+ 11.42% |
$129K - $158K
|
11.7K
$2.51M
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.09K+ 5.9% |
$117K - $144K
|
19.6K
$4.21M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.05KNew |
$113K - $138K
|
1.05K
$225K
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.01K+ 54.89% |
$109K - $133K
|
2.85K
$614K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
996+ 38.79% |
$107K - $131K
|
3.56K
$768K
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
983+ 1.03% |
$106K - $130K
|
96.8K
$20.9M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
933+ 2.99% |
$100K - $123K
|
32.2K
$6.92M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
909+ 222.79% |
$97.9K - $120K
|
1.32K
$284K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
907+ 7.63% |
$97.7K - $120K
|
12.8K
$2.76M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
846+ 7.44% |
$91.1K - $112K
|
12.2K
$2.63M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
832New |
$89.6K - $110K
|
832
$179K
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
807+ 17.0% |
$86.9K - $107K
|
5.56K
$1.2M
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
756+ 17.03% |
$81.4K - $99.8K
|
5.19K
$1.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
688+ 29.28% |
$74.1K - $90.8K
|
3.04K
$654K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
654New |
$70.4K - $86.3K
|
654
$141K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
653+ 7.07% |
$70.3K - $86.2K
|
9.89K
$2.13M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
626+ 19.7% |
$67.4K - $82.6K
|
3.8K
$819K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
601+ 3.8% |
$64.7K - $79.3K
|
16.4K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
532+ 4.27% |
$57.3K - $70.2K
|
13K
$2.8M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
500+ 23.75% |
$53.9K - $66K
|
2.61K
$561K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
490+ 9.34% |
$52.8K - $64.7K
|
5.74K
$1.24M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
430+ 60.48% |
$46.3K - $56.8K
|
1.14K
$246K
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
415+ 17.08% |
$44.7K - $54.8K
|
2.85K
$613K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
406+ 7.54% |
$43.7K - $53.6K
|
5.79K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
390+ 22.3% |
$42K - $51.5K
|
2.14K
$461K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
377+ 17.29% |
$40.6K - $49.8K
|
2.56K
$551K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
372+ 0.21% |
$40.1K - $49.1K
|
181K
$39.1M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
341+ 17.0% |
$36.7K - $45K
|
2.35K
$505K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
306+ 6.92% |
$33K - $40.4K
|
4.73K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
290+ 7.58% |
$31.2K - $38.3K
|
4.12K
$887K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
284+ 1.31% |
$30.6K - $37.5K
|
22K
$4.74M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
282New |
$30.4K - $37.2K
|
282
$60.7K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
265+ 662.5% |
$28.5K - $35K
|
305
$65.7K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
262+ 12.89% |
$28.2K - $34.6K
|
2.3K
$494K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
260+ 20.78% |
$28K - $34.3K
|
1.51K
$325K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
244New |
$26.3K - $32.2K
|
244
$52.5K
|