Purchases and Sales Made in Q1 2024 in Invesco Qqq Trust, Series 1 (QQQ)

QQQ Quotes by TradingView

This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO QQQ TRUST, SERIES 1.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 13, 2024 Q1 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
110
+ 7.65%
$43.6K - $49.1K
1.55K $812K
Apr 12, 2024 Q1 2024
Riverview Trust CO

BUY
 -
109
New
$43.2K - $48.7K
109 $57.2K
Apr 24, 2024 Q1 2024
Telos Capital Management, Inc.

BUY
 -
109
+ 0.51%
$43.2K - $48.7K
21.5K $11.3M
May 08, 2024 Q1 2024
Wealthstream Advisors, Inc.

BUY
 -
109
+ 9.93%
$43.2K - $48.7K
1.21K $633K
May 14, 2024 Q1 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
109
+ 1.14%
$43.2K - $48.7K
9.66K $5.07M
Apr 08, 2024 Q1 2024
Atlas Brown,Inc.

BUY
 -
107
+ 3.15%
$42.4K - $47.8K
3.5K $1.84M
May 07, 2024 Q1 2024
Montz Harcus Wealth Management LLC

BUY
 -
106
+ 1.32%
$42K - $47.3K
8.15K $4.28M
Apr 05, 2024 Q1 2024
Summit Financial Group, Inc.

BUY
 -
105
+ 1.0%
$41.6K - $46.9K
10.6K $5.58M
May 14, 2024 Q1 2024
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
105
+ 2.11%
$41.6K - $46.9K
5.09K $2.67M
Apr 15, 2024 Q1 2024
S.A. Mason LLC

BUY
 -
104
+ 6.12%
$41.2K - $46.4K
1.8K $947K
Apr 30, 2024 Q1 2024
North Star Investment Management Corp.

Chicago, IL
BUY
 -
104
+ 0.51%
$41.2K - $46.4K
20.3K $10.7M
Apr 30, 2024 Q1 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
103
+ 0.52%
$40.8K - $46K
19.9K $10.4M
Apr 29, 2024 Q1 2024
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
102
+ 2.91%
$40.4K - $45.5K
3.61K $1.9M
Apr 10, 2024 Q1 2024
Wedmont Private Capital

BUY
 -
101
+ 0.56%
$40K - $45.1K
18K $9.44M
Apr 18, 2024 Q1 2024
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
101
+ 3.95%
$40K - $45.1K
2.66K $1.39M
Apr 17, 2024 Q1 2024
Baker Ellis Asset Management LLC

BUY
 -
100
+ 1.58%
$39.6K - $44.6K
6.43K $3.37M
May 10, 2024 Q1 2024
Guidance Point Advisors, LLC

BUY
 -
100
+ 8.93%
$39.6K - $44.6K
1.22K $640K
May 21, 2024 Q1 2024
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
100
+ 2.4%
$39.6K - $44.6K
4.27K $2.24M
Apr 10, 2024 Q1 2024
Cva Family Office, LLC

BUY
 -
99
+ 2.12%
$39.2K - $44.2K
4.76K $2.5M
Apr 18, 2024 Q1 2024
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
99
+ 1.88%
$39.2K - $44.2K
5.37K $2.82M
May 15, 2024 Q1 2024
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
99
+ 1.81%
$39.2K - $44.2K
5.56K $2.92M
Apr 18, 2024 Q1 2024
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
97
+ 6.86%
$38.4K - $43.3K
1.51K $793K
May 07, 2024 Q1 2024
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
97
+ 3.69%
$38.4K - $43.3K
2.73K $1.43M
May 10, 2024 Q1 2024
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
97
+ 0.5%
$38.4K - $43.3K
19.4K $10.2M
May 15, 2024 Q1 2024
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
97
+ 2.63%
$38.4K - $43.3K
3.79K $1.99M
May 09, 2024 Q1 2024
Discovery Value Fund

Singapore, U0
BUY
 -
96
+ 0.27%
$38K - $42.9K
35.8K $18.8M
May 15, 2024 Q1 2024
Mc Donough Capital Management, Inc

Orlando, FL
BUY
 -
95
+ 5.9%
$37.6K - $42.4K
1.71K $895K
Apr 18, 2024 Q1 2024
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
94
+ 2.52%
$37.3K - $42K
3.83K $2.01M
May 09, 2024 Q1 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
94
+ 4.1%
$37.3K - $42K
2.39K $1.25M
May 13, 2024 Q1 2024
Aldebaran Financial Inc.

BUY
 -
94
+ 2.76%
$37.3K - $42K
3.5K $1.84M
Apr 12, 2024 Q1 2024
West Coast Financial LLC

BUY
 -
92
+ 2.72%
$36.5K - $41.1K
3.47K $1.82M
Apr 15, 2024 Q1 2024
Hengehold Capital Management LLC

BUY
 -
92
+ 4.75%
$36.5K - $41.1K
2.03K $1.07M
Aug 08, 2024 Q1 2024
Christensen, King & Associates Investment Services, Inc.

Richland, WA
BUY
 -
92
+ 1.72%
$36.5K - $41.1K
5.45K $2.86M
Jun 14, 2024 Q1 2024
Chelsea Counsel CO

BUY
 -
91
New
$36.1K - $40.6K
91 $47.8K
Apr 23, 2024 Q1 2024
Charter Oak Capital Management, LLC

BUY
 -
90
+ 5.59%
$35.7K - $40.2K
1.7K $892K
Apr 23, 2024 Q1 2024
Sage Mountain Advisors LLC

BUY
 -
88
+ 3.13%
$34.9K - $39.3K
2.9K $1.52M
Apr 22, 2024 Q1 2024
Prospect Financial Services LLC

Melville, NY
BUY
 -
86
+ 1.37%
$34.1K - $38.4K
6.36K $3.34M
May 02, 2024 Q1 2024
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
86
+ 1.12%
$34.1K - $38.4K
7.75K $4.07M
May 15, 2024 Q1 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
86
+ 20.48%
$34.1K - $38.4K
506 $266K
May 03, 2024 Q1 2024
Gables Capital Management Inc.

BUY
 -
85
+ 11.81%
$33.7K - $37.9K
805 $422K
Apr 19, 2024 Q1 2024
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
84
+ 10.97%
$33.3K - $37.5K
850 $446K
May 03, 2024 Q1 2024
Essex LLC

BUY
 -
84
+ 6.28%
$33.3K - $37.5K
1.42K $746K
Apr 22, 2024 Q1 2024
Benchmark Financial Wealth Advisors, LLC

BUY
 -
83
+ 6.32%
$32.9K - $37K
1.4K $733K
May 13, 2024 Q1 2024
Fwl Investment Management, LLC

BUY
 -
82
+ 0.98%
$32.5K - $36.6K
8.42K $4.42M
Apr 29, 2024 Q1 2024
C2 C Wealth Management, LLC

BUY
 -
81
+ 6.61%
$32.1K - $36.2K
1.31K $686K
May 15, 2024 Q1 2024
Studio Investment Management LLC

Chicago, IL
BUY
 -
80
+ 28.47%
$31.7K - $35.7K
361 $189K
Apr 18, 2024 Q1 2024
Horizon Wealth Management, LLC

BUY
 -
79
+ 0.07%
$31.3K - $35.3K
112K $58.7M
Apr 18, 2024 Q1 2024
Sivia Capital Partners, LLC

Mill Valley, CA
BUY
 -
78
+ 14.63%
$30.9K - $34.8K
611 $321K
Apr 26, 2024 Q1 2024
Life Steps Financial, Inc.

BUY
 -
78
+ 0.19%
$30.9K - $34.8K
40.2K $21.1M

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