Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (QQQM)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (QQQM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
614+ 5.45% |
$138K - $152K
|
11.9K
$2.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-18.6K- 46.72% |
$4.18M - $4.6M
|
21.2K
$5.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.43KNew |
$998K - $1.1M
|
4.43K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.9K+ 7.05% |
$6.06M - $6.67M
|
408K
$102M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.25K+ 11.32% |
$507K - $558K
|
22.1K
$5.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
951New |
$214K - $236K
|
951
$238K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
71+ 6.81% |
$16K - $17.6K
|
1.11K
$279K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
72.1KNew |
$16.2M - $17.9M
|
72.1K
$18.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
52.1K+ 74.76% |
$11.7M - $12.9M
|
122K
$30.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-78- 1.03% |
$17.6K - $19.3K
|
7.46K
$1.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
931New |
$210K - $231K
|
931
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.21K+ 39.6% |
$498K - $548K
|
7.79K
$1.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
6+ 0.09% |
$1.35K - $1.49K
|
6.99K
$1.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
114+ 11.2% |
$25.7K - $28.3K
|
1.13K
$284K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.35KNew |
$303K - $334K
|
1.35K
$338K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.03K- 0.52% |
$232K - $255K
|
198K
$49.7M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-278- 10.47% |
$62.6K - $68.9K
|
2.38K
$596K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22+ 1.86% |
$4.95K - $5.45K
|
1.2K
$301K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
260+ 3.01% |
$58.5K - $64.5K
|
8.91K
$2.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.49K- 9.85% |
$335K - $369K
|
13.6K
$3.42M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
600New |
$135K - $149K
|
600
$150K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.4K+ 12.65% |
$2.56M - $2.82M
|
101K
$25.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.32KNew |
$297K - $327K
|
1.32K
$331K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.43K+ 14.78% |
$322K - $355K
|
11.1K
$2.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-830- 5.43% |
$187K - $206K
|
14.5K
$3.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
6.09K+ 15.13% |
$1.37M - $1.51M
|
46.4K
$11.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
5+ 14.71% |
$1.13K - $1.24K
|
39
$9.78K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.05KNew |
$461K - $508K
|
2.05K
$514K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-305- 8.68% |
$68.7K - $75.6K
|
3.21K
$804K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.87K+ 15.29% |
$1.1M - $1.21M
|
36.7K
$9.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
971New |
$219K - $241K
|
971
$243K
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
13.5K+ 3856.16% |
$3.03M - $3.34M
|
13.8K
$3.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-3.37K- 76.98% |
$758K - $835K
|
1.01K
$252K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
518+ 3.91% |
$117K - $128K
|
13.8K
$3.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
185+ 9.84% |
$41.6K - $45.9K
|
2.07K
$518K
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
43+ 3.86% |
$9.68K - $10.7K
|
1.16K
$290K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-431- 8.29% |
$97K - $107K
|
4.77K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
353KNew |
$79.5M - $87.5M
|
353K
$88.5M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
2New |
$450 - $496
|
2
$501
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.03K+ 16.0% |
$232K - $256K
|
7.48K
$1.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
253New |
$57K - $62.7K
|
253
$63.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
12.7KNew |
$2.85M - $3.14M
|
12.7K
$3.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
222+ 18.81% |
$50K - $55K
|
1.4K
$351K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
168New |
$37.8K - $41.6K
|
168
$42.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.43K- 18.26% |
$321K - $354K
|
6.39K
$1.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
818New |
$184K - $203K
|
818
$205K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.25K+ 24.4% |
$1.63M - $1.8M
|
36.9K
$9.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
18+ 150.0% |
$4.05K - $4.46K
|
30
$7.52K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10.7K+ 9.03% |
$2.42M - $2.66M
|
130K
$32.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
35+ 0.93% |
$7.88K - $8.68K
|
3.82K
$956K
|
|