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 |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
96+ 17.71% |
$19K - $21.3K
|
638
$137K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
119+ 1.35% |
$23.6K - $26.4K
|
8.91K
$1.92M
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
971New |
$192K - $215K
|
971
$209K
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-31- 1.51% |
$6.14K - $6.87K
|
2.02K
$435K
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-363- 2.38% |
$71.9K - $80.4K
|
14.9K
$3.21M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.87K+ 161.42% |
$964K - $1.08M
|
7.89K
$1.7M
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-330- 1.09% |
$65.4K - $73.1K
|
30.1K
$6.48M
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
439+ 7.15% |
$86.9K - $97.2K
|
6.58K
$1.42M
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 8.33% |
$198 - $222
|
13
$2.8K
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-18- 5.33% |
$3.56K - $3.99K
|
320
$68.9K
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-260- 1.0% |
$51.5K - $57.6K
|
25.7K
$5.54M
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
400+ 3.97% |
$79.2K - $88.6K
|
10.5K
$2.26M
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-52- 4.2% |
$10.3K - $11.5K
|
1.19K
$255K
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
4.3K+ 45.1% |
$852K - $952K
|
13.8K
$2.98M
|
|
Jan 31, 2025
Q4 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
713K+ 30.08% |
$141M - $158M
|
3.08M
$664M
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-27.1K- 9.26% |
$5.37M - $6.01M
|
266K
$57.3M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.25K+ 2.49% |
$446K - $499K
|
92.8K
$20M
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
231+ 7.12% |
$45.7K - $51.2K
|
3.48K
$749K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
15.8K+ 9.12% |
$3.14M - $3.51M
|
190K
$40.8M
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2+ 0.18% |
$396 - $443
|
1.09K
$235K
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
29.2K+ 72.11% |
$5.78M - $6.46M
|
69.7K
$15M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.78K+ 24.61% |
$353K - $395K
|
9.03K
$1.94M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
108K+ 119.96% |
$21.4M - $23.9M
|
198K
$42.6M
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-24.9K- 25.2% |
$4.94M - $5.52M
|
74K
$15.9M
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
96+ 3.15% |
$19K - $21.3K
|
3.15K
$677K
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.9KNew |
$2.95M - $3.3M
|
14.9K
$3.21M
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
59+ 1.42% |
$11.7K - $13.1K
|
4.21K
$907K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
10+ 2.15% |
$1.98K - $2.22K
|
476
$103K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-711- 57.11% |
$141K - $157K
|
534
$115K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.59K+ 21.51% |
$1.9M - $2.12M
|
54.2K
$11.7M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
35.5K+ 5.4% |
$7.03M - $7.86M
|
693K
$149M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
745+ 49.27% |
$148K - $165K
|
2.26K
$486K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.16K+ 1.07% |
$427K - $478K
|
203K
$43.8M
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$594 - $665
|
6.12K
$1.32M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
213+ 2.33% |
$42.2K - $47.2K
|
9.36K
$2.02M
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.13KNew |
$223K - $249K
|
1.13K
$242K
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
329+ 21.73% |
$65.2K - $72.9K
|
1.84K
$397K
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.26KNew |
$646K - $722K
|
3.26K
$702K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
4+ 0.4% |
$792 - $886
|
996
$214K
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.07K+ 10.45% |
$410K - $459K
|
21.9K
$4.71M
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
9+ 0.81% |
$1.78K - $1.99K
|
1.12K
$241K
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.27KNew |
$251K - $280K
|
1.27K
$273K
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-428- 0.37% |
$84.8K - $94.8K
|
115K
$24.9M
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
178KNew |
$35.3M - $39.5M
|
178K
$38.4M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.93K- 33.39% |
$381K - $426K
|
3.84K
$827K
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-3.7K- 5.23% |
$733K - $820K
|
67K
$14.4M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.16K- 0.97% |
$229K - $256K
|
118K
$25.3M
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
28.2KNew |
$5.58M - $6.25M
|
28.2K
$6.07M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
50+ 15.53% |
$9.9K - $11.1K
|
372
$80.1K
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-132- 7.45% |
$26.1K - $29.2K
|
1.64K
$353K
|