Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.27K+ 64.26% |
$350K - $396K
|
8.37K
$1.53M
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
2.92K+ 91.88% |
$312K - $353K
|
6.09K
$1.11M
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.91K+ 133.27% |
$312K - $352K
|
5.1K
$932K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.85KNew |
$305K - $344K
|
2.85K
$521K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.74K+ 9.12% |
$293K - $331K
|
32.8K
$5.99M
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.67KNew |
$286K - $323K
|
2.67K
$488K
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.6KNew |
$278K - $314K
|
2.6K
$475K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.51KNew |
$268K - $303K
|
2.51K
$459K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.43K+ 4.94% |
$260K - $294K
|
51.6K
$9.44M
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
2.43KNew |
$260K - $294K
|
2.43K
$444K
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.35KNew |
$251K - $284K
|
2.35K
$430K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.27K+ 587.34% |
$243K - $275K
|
2.66K
$486K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.24K+ 44.03% |
$239K - $270K
|
7.31K
$1.34M
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
2.19K+ 6633.33% |
$234K - $265K
|
2.22K
$406K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.13K+ 20.03% |
$228K - $257K
|
12.8K
$2.33M
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.1K+ 11.89% |
$225K - $254K
|
19.8K
$3.62M
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
2.1K+ 8.07% |
$225K - $254K
|
28.1K
$5.14M
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.05KNew |
$219K - $248K
|
2.05K
$374K
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.03KNew |
$218K - $246K
|
2.03K
$372K
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.01KNew |
$215K - $242K
|
2.01K
$367K
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.99KNew |
$212K - $240K
|
1.99K
$363K
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
BUY
|
- |
1.94K+ 81.05% |
$207K - $234K
|
4.33K
$792K
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.92K+ 3.1% |
$206K - $232K
|
63.9K
$11.7M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.89K+ 27.49% |
$202K - $229K
|
8.78K
$1.6M
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
1.86KNew |
$199K - $224K
|
1.86K
$339K
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.85KNew |
$198K - $223K
|
1.85K
$338K
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.84KNew |
$197K - $222K
|
1.84K
$336K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.79K+ 10.51% |
$191K - $216K
|
18.8K
$3.44M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.71K+ 19.87% |
$183K - $206K
|
10.3K
$1.88M
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
1.69K+ 5.73% |
$181K - $204K
|
31.2K
$5.71M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.4K+ 1.82% |
$150K - $169K
|
78.1K
$14.3M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.39K+ 44.67% |
$148K - $168K
|
4.49K
$821K
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
1.34K+ 68.57% |
$143K - $161K
|
3.28K
$600K
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.18K+ 44.23% |
$127K - $143K
|
3.86K
$706K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
1.17K+ 171.49% |
$126K - $142K
|
1.86K
$340K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.14KNew |
$122K - $138K
|
1.14K
$209K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.14KNew |
$122K - $138K
|
1.14K
$208K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.12K+ 840.6% |
$120K - $135K
|
1.25K
$229K
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
992+ 4.62% |
$106K - $120K
|
22.5K
$4.11M
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
933+ 701.5% |
$99.8K - $113K
|
1.07K
$195K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
905New |
$96.8K - $109K
|
905
$165K
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
848+ 18.7% |
$90.7K - $102K
|
5.38K
$984K
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
841+ 2.06% |
$90K - $102K
|
41.7K
$7.62M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
834New |
$89.2K - $101K
|
834
$153K
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
740+ 1.98% |
$79.2K - $89.4K
|
38.1K
$6.96M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
731+ 39.79% |
$78.2K - $88.3K
|
2.57K
$470K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
720New |
$77K - $87K
|
720
$132K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
702+ 85.92% |
$75.1K - $84.8K
|
1.52K
$278K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
588+ 5.96% |
$62.9K - $71.1K
|
10.5K
$1.91M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
564New |
$60.3K - $68.2K
|
564
$103K
|