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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6+ 0.59% |
$1.19K - $1.33K
|
1.02K
$221K
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-357- 0.28% |
$70.7K - $79.1K
|
127K
$27.3M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5.97K+ 332.41% |
$1.18M - $1.32M
|
7.77K
$1.67M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6.15M- 99.29% |
$1.22B - $1.36B
|
44.3K
$9.54M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.81K+ 45.25% |
$557K - $623K
|
9.02K
$1.94M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.73K+ 54.92% |
$342K - $382K
|
4.87K
$1.05M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
45+ 0.12% |
$8.91K - $9.97K
|
36.4K
$7.85M
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
800+ 100.0% |
$158K - $177K
|
1.6K
$345K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.68K+ 29.25% |
$729K - $816K
|
16.3K
$3.5M
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
15.2K+ 21.8% |
$3.01M - $3.37M
|
84.9K
$18.3M
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
1+ 50.0% |
$198 - $222
|
3
$646
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.07K+ 25.65% |
$410K - $458K
|
10.1K
$2.18M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.03K+ 131.56% |
$402K - $450K
|
3.57K
$769K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.37K+ 9.12% |
$1.26M - $1.41M
|
76.2K
$16.4M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.43KNew |
$283K - $316K
|
1.43K
$308K
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
9+ 0.08% |
$1.78K - $1.99K
|
10.7K
$2.3M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18.4K+ 21.65% |
$3.64M - $4.07M
|
103K
$22.2M
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
13.9KNew |
$2.76M - $3.09M
|
13.9K
$3M
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
951New |
$188K - $211K
|
951
$205K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 6.34% |
$4.16K - $4.65K
|
352
$75.8K
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
27New |
$5.35K - $5.98K
|
27
$5.81K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 4.0% |
$198 - $222
|
26
$5.6K
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-594- 3.28% |
$118K - $132K
|
17.5K
$3.77M
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
15.1K+ 95.3% |
$2.98M - $3.34M
|
30.9K
$6.65M
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-56- 0.06% |
$11.1K - $12.4K
|
94.2K
$20.3M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
262K+ 189.37% |
$51.9M - $58M
|
400K
$86.2M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
900+ 2.5% |
$178K - $199K
|
36.9K
$7.95M
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
19+ 0.32% |
$3.76K - $4.21K
|
5.92K
$1.28M
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
828+ 6.31% |
$164K - $183K
|
14K
$3.01M
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3.38K+ 10.48% |
$669K - $748K
|
35.6K
$7.66M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.03K+ 13.83% |
$203K - $227K
|
8.44K
$1.82M
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-6.46K- 6.4% |
$1.28M - $1.43M
|
94.5K
$20.3M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
16+ 0.72% |
$3.17K - $3.54K
|
2.24K
$483K
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.83K+ 2.17% |
$559K - $626K
|
133K
$28.7M
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-150- 1.45% |
$29.7K - $33.2K
|
10.2K
$2.19M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17K- 99.36% |
$3.36M - $3.76M
|
109
$23.5K
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
38+ 2.5% |
$7.53K - $8.42K
|
1.56K
$336K
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7.3K+ 5.3% |
$1.45M - $1.62M
|
145K
$31.3M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.73K+ 8.81% |
$541K - $605K
|
33.7K
$7.26M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
67.6K+ 793.01% |
$13.4M - $15M
|
76.1K
$16.4M
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-45- 2.4% |
$8.91K - $9.97K
|
1.83K
$393K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.4KNew |
$278K - $311K
|
1.4K
$302K
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.2KNew |
$436K - $488K
|
2.2K
$474K
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
1.42KNew |
$280K - $314K
|
1.42K
$305K
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
192+ 16.37% |
$38K - $42.5K
|
1.37K
$294K
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
216+ 2.93% |
$42.8K - $47.8K
|
7.58K
$1.63M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.9K+ 11.45% |
$970K - $1.08M
|
47.7K
$10.3M
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.44K- 55.38% |
$284K - $318K
|
1.16K
$249K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
52.7KNew |
$10.4M - $11.7M
|
52.7K
$11.4M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-225- 47.17% |
$44.6K - $49.8K
|
252
$54.3K
|