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 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
745+ 49.27% |
$148K - $165K
|
2.26K
$491K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.16K+ 1.07% |
$427K - $478K
|
203K
$44.3M
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$594 - $665
|
6.12K
$1.33M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
213+ 2.33% |
$42.2K - $47.2K
|
9.36K
$2.04M
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.13KNew |
$223K - $249K
|
1.13K
$245K
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
329+ 21.73% |
$65.2K - $72.9K
|
1.84K
$401K
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.26KNew |
$646K - $722K
|
3.26K
$709K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
4+ 0.4% |
$792 - $886
|
996
$217K
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.07K+ 10.45% |
$410K - $459K
|
21.9K
$4.76M
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
9+ 0.81% |
$1.78K - $1.99K
|
1.12K
$243K
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.27KNew |
$251K - $280K
|
1.27K
$275K
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-428- 0.37% |
$84.8K - $94.8K
|
115K
$25.1M
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
178KNew |
$35.3M - $39.5M
|
178K
$38.8M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.93K- 33.39% |
$381K - $426K
|
3.84K
$835K
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-3.7K- 5.23% |
$733K - $820K
|
67K
$14.6M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.16K- 0.97% |
$229K - $256K
|
118K
$25.6M
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
28.2KNew |
$5.58M - $6.25M
|
28.2K
$6.13M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
50+ 15.53% |
$9.9K - $11.1K
|
372
$80.9K
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-132- 7.45% |
$26.1K - $29.2K
|
1.64K
$357K
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6+ 0.59% |
$1.19K - $1.33K
|
1.02K
$223K
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-357- 0.28% |
$70.7K - $79.1K
|
127K
$27.6M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5.97K+ 332.41% |
$1.18M - $1.32M
|
7.77K
$1.69M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6.15M- 99.29% |
$1.22B - $1.36B
|
44.3K
$9.63M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.81K+ 45.25% |
$557K - $623K
|
9.02K
$1.96M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.73K+ 54.92% |
$342K - $382K
|
4.87K
$1.06M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
45+ 0.12% |
$8.91K - $9.97K
|
36.4K
$7.93M
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
800+ 100.0% |
$158K - $177K
|
1.6K
$348K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.68K+ 29.25% |
$729K - $816K
|
16.3K
$3.54M
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
15.2K+ 21.8% |
$3.01M - $3.37M
|
84.9K
$18.5M
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
1+ 50.0% |
$198 - $222
|
3
$653
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.07K+ 25.65% |
$410K - $458K
|
10.1K
$2.2M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.03K+ 131.56% |
$402K - $450K
|
3.57K
$777K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.37K+ 9.12% |
$1.26M - $1.41M
|
76.2K
$16.6M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.43KNew |
$283K - $316K
|
1.43K
$311K
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
9+ 0.08% |
$1.78K - $1.99K
|
10.7K
$2.32M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18.4K+ 21.65% |
$3.64M - $4.07M
|
103K
$22.5M
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
13.9KNew |
$2.76M - $3.09M
|
13.9K
$3.03M
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
951New |
$188K - $211K
|
951
$207K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 6.34% |
$4.16K - $4.65K
|
352
$76.6K
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
27New |
$5.35K - $5.98K
|
27
$5.87K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 4.0% |
$198 - $222
|
26
$5.66K
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-594- 3.28% |
$118K - $132K
|
17.5K
$3.81M
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
15.1K+ 95.3% |
$2.98M - $3.34M
|
30.9K
$6.71M
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-56- 0.06% |
$11.1K - $12.4K
|
94.2K
$20.5M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
262K+ 189.37% |
$51.9M - $58M
|
400K
$87.1M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
900+ 2.5% |
$178K - $199K
|
36.9K
$8.03M
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
19+ 0.32% |
$3.76K - $4.21K
|
5.92K
$1.29M
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
828+ 6.31% |
$164K - $183K
|
14K
$3.04M
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3.38K+ 10.48% |
$669K - $748K
|
35.6K
$7.74M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.03K+ 13.83% |
$203K - $227K
|
8.44K
$1.84M
|