Purchases and Sales Made in Q1 2024 in Invesco Qqq Trust, Series 1 (QQQ)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q1 2024
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-131- 13.23% |
$51.9K - $58.5K
|
859
$532K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-132- 15.96% |
$52.3K - $58.9K
|
695
$430K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-132- 3.77% |
$52.3K - $58.9K
|
3.37K
$2.09M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-132- 20.63% |
$52.3K - $58.9K
|
508
$315K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-133- 2.39% |
$52.7K - $59.4K
|
5.44K
$3.37M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-134- 6.97% |
$53.1K - $59.8K
|
1.79K
$1.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-135- 11.64% |
$53.5K - $60.3K
|
1.03K
$635K
|
|
|
Apr 18, 2024
Q1 2024
|
Penbrook Management LLC
|
SELL
|
- |
-135- 8.41% |
$53.5K - $60.3K
|
1.47K
$910K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-135- 1.32% |
$53.5K - $60.3K
|
10.1K
$6.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-135- 0.27% |
$53.5K - $60.3K
|
50.1K
$31M
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-135- 19.2% |
$53.5K - $60.3K
|
568
$352K
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-135- 4.53% |
$53.5K - $60.3K
|
2.85K
$1.76M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-135- 2.91% |
$53.5K - $60.3K
|
4.51K
$2.79M
|
|
|
Aug 15, 2025
Q1 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-135- 1.05% |
$53.5K - $60.3K
|
12.7K
$7.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-136- 7.26% |
$53.9K - $60.7K
|
1.74K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-136- 2.52% |
$53.9K - $60.7K
|
5.27K
$3.26M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-137- 1.27% |
$54.3K - $61.2K
|
10.7K
$6.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-138- 21.3% |
$54.7K - $61.6K
|
510
$316K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-138- 3.15% |
$54.7K - $61.6K
|
4.25K
$2.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-139- 1.77% |
$55.1K - $62K
|
7.71K
$4.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.73% |
$55.5K - $62.5K
|
7.93K
$4.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-140- 2.47% |
$55.5K - $62.5K
|
5.54K
$3.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-145- 0.73% |
$57.5K - $64.7K
|
19.8K
$12.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-145- 0.68% |
$57.5K - $64.7K
|
21.1K
$13.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-146- 3.38% |
$57.9K - $65.2K
|
4.17K
$2.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-146- 10.16% |
$57.9K - $65.2K
|
1.29K
$799K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-146- 2.39% |
$57.9K - $65.2K
|
5.97K
$3.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-147- 1.11% |
$58.3K - $65.6K
|
13.1K
$8.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-147- 21.03% |
$58.3K - $65.6K
|
552
$342K
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-148- 0.5% |
$58.6K - $66.1K
|
29.7K
$18.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-148- 66.37% |
$58.6K - $66.1K
|
75
$46.4K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-148- 1.59% |
$58.6K - $66.1K
|
9.17K
$5.68M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-149- 1.4% |
$59K - $66.5K
|
10.5K
$6.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-150- 4.59% |
$59.4K - $67K
|
3.12K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-150- 2.88% |
$59.4K - $67K
|
5.06K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-150- 10.32% |
$59.4K - $67K
|
1.3K
$807K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-152- 1.09% |
$60.2K - $67.8K
|
13.8K
$8.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-152- 5.27% |
$60.2K - $67.8K
|
2.73K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-152- 14.01% |
$60.2K - $67.8K
|
933
$578K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-154- 3.02% |
$61K - $68.7K
|
4.95K
$3.06M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-154- 11.77% |
$61K - $68.7K
|
1.15K
$715K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-155- 8.65% |
$61.4K - $69.2K
|
1.64K
$1.01M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-155- 18.45% |
$61.4K - $69.2K
|
685
$424K
|
|
|
Feb 13, 2025
Q1 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-156- 0.72% |
$61.8K - $69.6K
|
21.6K
$13.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-158- 2.3% |
$62.6K - $70.5K
|
6.72K
$4.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-159- 3.72% |
$63K - $71K
|
4.11K
$2.55M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-160- 8.99% |
$63.4K - $71.4K
|
1.62K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-160- 2.16% |
$63.4K - $71.4K
|
7.23K
$4.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-161- 1.24% |
$63.8K - $71.9K
|
12.8K
$7.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-161- 53.14% |
$63.8K - $71.9K
|
142
$87.9K
|