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 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-73- 3.4% |
$14.5K - $16.2K
|
2.07K
$446K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.36K+ 88.64% |
$269K - $301K
|
2.89K
$622K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7.91KNew |
$1.57M - $1.75M
|
7.91K
$1.7M
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
9.02K+ 6.1% |
$1.79M - $2M
|
157K
$33.8M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
941New |
$186K - $208K
|
941
$203K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.36K- 73.34% |
$1.26M - $1.41M
|
2.31K
$497K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.4K+ 46.52% |
$4.43M - $4.96M
|
70.5K
$15.2M
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.5KNew |
$298K - $333K
|
1.5K
$324K
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.19KNew |
$235K - $263K
|
1.19K
$256K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
84.6K+ 8.73% |
$16.7M - $18.7M
|
1.05M
$227M
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
7.19K+ 10.9% |
$1.42M - $1.59M
|
73.2K
$15.8M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-46- 0.64% |
$9.11K - $10.2K
|
7.15K
$1.54M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-59- 2.16% |
$11.7K - $13.1K
|
2.67K
$575K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
776+ 4.41% |
$154K - $172K
|
18.4K
$3.95M
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.47K+ 1.78% |
$686K - $768K
|
198K
$42.6M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
9.45K+ 11.41% |
$1.87M - $2.09M
|
92.3K
$19.9M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56+ 1.84% |
$11.1K - $12.4K
|
3.11K
$669K
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
624+ 44.04% |
$124K - $138K
|
2.04K
$440K
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
306+ 3.94% |
$60.6K - $67.8K
|
8.07K
$1.74M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
27+ 2.18% |
$5.35K - $5.98K
|
1.27K
$272K
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 0.08% |
$198 - $222
|
1.32K
$283K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.62K+ 8.22% |
$519K - $580K
|
34.5K
$7.43M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-500- 5.69% |
$99K - $111K
|
8.29K
$1.79M
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
17.9KNew |
$3.55M - $3.97M
|
17.9K
$3.86M
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6.48KNew |
$1.28M - $1.44M
|
6.48K
$1.4M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
636+ 60.63% |
$126K - $141K
|
1.69K
$363K
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
992KNew |
$196M - $220M
|
992K
$214M
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
109+ 3.15% |
$21.6K - $24.1K
|
3.56K
$768K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2+ 0.09% |
$396 - $443
|
2.29K
$492K
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-12.6K- 72.69% |
$2.5M - $2.79M
|
4.74K
$1.02M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.38K+ 116.75% |
$273K - $306K
|
2.56K
$552K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.64K+ 7.55% |
$1.12M - $1.25M
|
80.3K
$17.3M
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.09K+ 11.81% |
$414K - $463K
|
19.8K
$4.26M
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-65- 4.92% |
$12.9K - $14.4K
|
1.26K
$270K
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
95+ 0.7% |
$18.8K - $21K
|
13.6K
$2.92M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.3KNew |
$1.84M - $2.06M
|
9.3K
$2M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.93K+ 4.79% |
$581K - $649K
|
64.2K
$13.8M
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.72K+ 3.59% |
$736K - $823K
|
107K
$23.1M
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.89K+ 4.08% |
$573K - $641K
|
73.8K
$15.9M
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-525- 0.47% |
$104K - $116K
|
112K
$24.1M
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
29+ 0.26% |
$5.74K - $6.42K
|
11.1K
$2.39M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-828- 16.6% |
$164K - $183K
|
4.16K
$896K
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.56KNew |
$506K - $566K
|
2.56K
$551K
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-10.2K- 19.68% |
$2.03M - $2.27M
|
41.8K
$9M
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
5.42KNew |
$1.07M - $1.2M
|
5.42K
$1.17M
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
107KNew |
$21.1M - $23.6M
|
107K
$22.9M
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.23K+ 7.05% |
$244K - $273K
|
18.7K
$4.03M
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-517- 3.89% |
$102K - $115K
|
12.8K
$2.75M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-156- 51.49% |
$30.9K - $34.6K
|
147
$31.7K
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.33K+ 181.12% |
$462K - $516K
|
3.62K
$779K
|