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 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
79+ 718.18% |
$15.6K - $17.5K
|
90
$19.6K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
724+ 1.92% |
$143K - $160K
|
38.4K
$8.35M
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.48KNew |
$688K - $770K
|
3.48K
$756K
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
4.08KNew |
$807K - $903K
|
4.08K
$887K
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-46.8K- 41.47% |
$9.28M - $10.4M
|
66.1K
$14.4M
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
21+ 2.08% |
$4.16K - $4.65K
|
1.03K
$224K
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
2+ 0.11% |
$396 - $443
|
1.85K
$403K
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-659- 4.07% |
$131K - $146K
|
15.5K
$3.38M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-213- 10.72% |
$42.2K - $47.2K
|
1.77K
$386K
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.06K+ 1.35% |
$407K - $455K
|
154K
$33.6M
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
234+ 10.75% |
$46.3K - $51.8K
|
2.41K
$524K
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
259+ 1.48% |
$51.3K - $57.4K
|
17.8K
$3.87M
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
152+ 4.9% |
$30.1K - $33.7K
|
3.26K
$708K
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-3.92K- 6.1% |
$775K - $867K
|
60.3K
$13.1M
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-48.8K- 6.27% |
$9.67M - $10.8M
|
730K
$159M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-717- 16.59% |
$142K - $159K
|
3.6K
$784K
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
75New |
$14.9K - $16.6K
|
75
$16.3K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.43K- 30.11% |
$679K - $760K
|
7.96K
$1.73M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
28.5K+ 8.06% |
$5.64M - $6.3M
|
382K
$83M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-79.6K- 17.67% |
$15.8M - $17.6M
|
371K
$80.7M
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
35+ 2.06% |
$6.93K - $7.75K
|
1.74K
$378K
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9+ 0.47% |
$1.78K - $1.99K
|
1.93K
$420K
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.55KNew |
$308K - $344K
|
1.55K
$338K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
200New |
$39.6K - $44.3K
|
200
$43.5K
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5.45K- 20.96% |
$1.08M - $1.21M
|
20.6K
$4.47M
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11.5KNew |
$2.27M - $2.54M
|
11.5K
$2.5M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14K+ 1152.42% |
$2.78M - $3.11M
|
15.2K
$3.32M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-260- 5.18% |
$51.5K - $57.6K
|
4.76K
$1.04M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.56KNew |
$309K - $346K
|
1.56K
$340K
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
899+ 4.01% |
$178K - $199K
|
23.3K
$5.07M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
193+ 1.88% |
$38.2K - $42.8K
|
10.4K
$2.27M
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
609+ 0.47% |
$121K - $135K
|
129K
$28.1M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
138+ 0.71% |
$27.3K - $30.6K
|
19.6K
$4.27M
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.67K+ 1.3% |
$330K - $369K
|
130K
$28.3M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2+ 200.0% |
$396 - $443
|
3
$653
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.16K+ 22.47% |
$230K - $258K
|
6.34K
$1.38M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-699- 7.4% |
$138K - $155K
|
8.75K
$1.9M
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
693+ 15.03% |
$137K - $154K
|
5.31K
$1.15M
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.44KNew |
$286K - $320K
|
1.44K
$314K
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2+ 0.15% |
$396 - $443
|
1.33K
$290K
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
245+ 7.24% |
$48.5K - $54.3K
|
3.63K
$790K
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
23.2KNew |
$4.59M - $5.13M
|
23.2K
$5.04M
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
478+ 713.43% |
$94.7K - $106K
|
545
$119K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.89K+ 14.34% |
$373K - $418K
|
15K
$3.27M
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-618- 10.86% |
$122K - $137K
|
5.07K
$1.1M
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3.2KNew |
$633K - $708K
|
3.2K
$695K
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
37.3KNew |
$7.38M - $8.26M
|
37.3K
$8.11M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-75- 2.12% |
$14.9K - $16.6K
|
3.46K
$754K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
900+ 266.27% |
$178K - $199K
|
1.24K
$269K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-138- 1.22% |
$27.3K - $30.6K
|
11.2K
$2.44M
|