Purchases and Sales Made in Q2 2024 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
155+ 0.55% |
$64.3K - $75.2K
|
28.3K
$14.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
154+ 0.36% |
$63.9K - $74.7K
|
43.4K
$22.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
BUY
|
- |
154+ 5.08% |
$63.9K - $74.7K
|
3.19K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
153+ 3.21% |
$63.4K - $74.2K
|
4.91K
$2.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
152+ 11.36% |
$63K - $73.8K
|
1.49K
$782K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
152+ 0.39% |
$63K - $73.8K
|
39.6K
$20.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
151+ 19.89% |
$62.6K - $73.3K
|
910
$478K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
148+ 0.07% |
$61.4K - $71.8K
|
200K
$105M
|
|
|
Aug 14, 2024
Q2 2024
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
148New |
$61.4K - $71.8K
|
148
$77.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
147+ 17.46% |
$61K - $71.3K
|
989
$519K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
147+ 28.94% |
$61K - $71.3K
|
655
$344K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
145+ 42.03% |
$60.1K - $70.4K
|
490
$257K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
145+ 15.78% |
$60.1K - $70.4K
|
1.06K
$558K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
144+ 1.5% |
$59.7K - $69.9K
|
9.73K
$5.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
144+ 0.35% |
$59.7K - $69.9K
|
41.8K
$21.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
144+ 0.46% |
$59.7K - $69.9K
|
31.5K
$16.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
141+ 3.05% |
$58.5K - $68.4K
|
4.76K
$2.5M
|
|
|
Feb 10, 2025
Q2 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
141+ 7.98% |
$58.5K - $68.4K
|
1.91K
$1M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
140+ 13.44% |
$58.1K - $67.9K
|
1.18K
$620K
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
137+ 1.68% |
$56.8K - $66.5K
|
8.29K
$4.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
136+ 18.73% |
$56.4K - $66K
|
862
$452K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
136+ 3.75% |
$56.4K - $66K
|
3.77K
$1.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
135+ 0.19% |
$56K - $65.5K
|
71.2K
$37.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
135+ 0.66% |
$56K - $65.5K
|
20.5K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
135+ 2.85% |
$56K - $65.5K
|
4.87K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
135+ 28.6% |
$56K - $65.5K
|
607
$319K
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
134+ 9.25% |
$55.6K - $65K
|
1.58K
$830K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
134+ 3.55% |
$55.6K - $65K
|
3.91K
$2.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
133+ 1.45% |
$55.1K - $64.5K
|
9.29K
$4.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
132+ 0.33% |
$54.7K - $64K
|
39.6K
$20.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
131+ 9.8% |
$54.3K - $63.6K
|
1.47K
$770K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
131+ 2.08% |
$54.3K - $63.6K
|
6.44K
$3.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
130+ 4.83% |
$53.9K - $63.1K
|
2.82K
$1.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
129+ 516.0% |
$53.5K - $62.6K
|
154
$80.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
129+ 8.52% |
$53.5K - $62.6K
|
1.64K
$862K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
128+ 1.61% |
$53.1K - $62.1K
|
8.09K
$4.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
128+ 9.93% |
$53.1K - $62.1K
|
1.42K
$744K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
128+ 9.55% |
$53.1K - $62.1K
|
1.47K
$771K
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
127+ 2.78% |
$52.7K - $61.6K
|
4.69K
$2.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
127+ 0.42% |
$52.7K - $61.6K
|
30.6K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
127+ 0.09% |
$52.7K - $61.6K
|
140K
$73.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
125+ 10.86% |
$51.8K - $60.7K
|
1.28K
$670K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
125+ 2.59% |
$51.8K - $60.7K
|
4.94K
$2.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
125+ 9.15% |
$51.8K - $60.7K
|
1.49K
$782K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
123+ 3.27% |
$51K - $59.7K
|
3.89K
$2.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
123+ 15.67% |
$51K - $59.7K
|
908
$477K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
123+ 4.62% |
$51K - $59.7K
|
2.78K
$1.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
123+ 4.28% |
$51K - $59.7K
|
2.99K
$1.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
122+ 10.06% |
$50.6K - $59.2K
|
1.34K
$701K
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
121+ 3.08% |
$50.2K - $58.7K
|
4.05K
$2.12M
|