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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
16New |
$2.73K - $3.19K
|
16
$3.48K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.41KNew |
$412K - $482K
|
2.41K
$525K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.19K+ 81.12% |
$885K - $1.04M
|
11.6K
$2.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.78KNew |
$304K - $355K
|
1.78K
$387K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.12KNew |
$362K - $424K
|
2.12K
$462K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2KNew |
$341K - $399K
|
2K
$434K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
10New |
$1.71K - $2K
|
10
$2.18K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-51- 20.32% |
$8.7K - $10.2K
|
200
$43.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-86- 6.73% |
$14.7K - $17.2K
|
1.19K
$259K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
89New |
$15.2K - $17.8K
|
89
$19.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
BUY
|
- |
1.06KNew |
$181K - $211K
|
1.06K
$230K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
184New |
$31.4K - $36.7K
|
184
$40K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1- 0.05% |
$163 - $184
|
1.83K
$398K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-168- 12.77% |
$27.4K - $30.8K
|
1.15K
$250K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
36New |
$5.87K - $6.61K
|
36
$7.83K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
33+ 1.82% |
$5.38K - $6.06K
|
1.85K
$403K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.18KNew |
$845K - $951K
|
5.18K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.43KNew |
$396K - $446K
|
2.43K
$528K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12+ 41.38% |
$1.96K - $2.2K
|
41
$8.92K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-395- 3.56% |
$64.4K - $72.5K
|
10.7K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.8KNew |
$1.77M - $1.99M
|
10.8K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36.8K+ 4.93% |
$6.01M - $6.76M
|
784K
$171M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
66.6K+ 71.26% |
$10.9M - $12.2M
|
160K
$34.8M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-235- 3.75% |
$38.3K - $43.1K
|
6.03K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-23.6K- 28.86% |
$3.84M - $4.32M
|
58.1K
$12.6M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.22KNew |
$199K - $224K
|
1.22K
$265K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 100.0% |
$489 - $551
|
6
$1.31K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
29New |
$4.73K - $5.32K
|
29
$6.31K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.45KNew |
$236K - $266K
|
1.45K
$315K
|
|
|
May 06, 2024
Q1 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
14.1K+ 9.47% |
$2.29M - $2.58M
|
163K
$35.4M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
625New |
$102K - $115K
|
625
$136K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.4KNew |
$229K - $257K
|
1.4K
$305K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
153KNew |
$25M - $28.1M
|
153K
$33.3M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
474+ 1.24% |
$77.3K - $87K
|
38.8K
$8.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
4.53KNew |
$738K - $831K
|
4.53K
$984K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.17K+ 41.37% |
$190K - $214K
|
3.98K
$866K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6+ 3.24% |
$979 - $1.1K
|
191
$41.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
49New |
$7.99K - $9K
|
49
$10.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2+ 0.11% |
$326 - $367
|
1.78K
$387K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-5.24K- 85.32% |
$855K - $962K
|
902
$196K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-6.6K- 95.65% |
$1.08M - $1.21M
|
300
$65.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-469- 11.08% |
$76.5K - $86.1K
|
3.76K
$818K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.44K+ 19.95% |
$724K - $815K
|
26.7K
$5.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
33New |
$5.38K - $6.06K
|
33
$7.18K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
17New |
$2.77K - $3.12K
|
17
$3.7K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1.2KNew |
$196K - $220K
|
1.2K
$261K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
626+ 30.99% |
$102K - $115K
|
2.65K
$576K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.18KNew |
$519K - $584K
|
3.18K
$692K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
52.2KNew |
$8.51M - $9.58M
|
52.2K
$11.4M
|
|
| Q4 2023 | |||||||
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-51.1KClosed |
$7.22M - $8.66M
|
0
$0
|
|