Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 14, 2023 Q3 2023
Financial Advisors Network, Inc.

BUY
 -
913
New
$323K - $352K
913 $405K
Oct 26, 2023 Q3 2023
Interactive Financial Advisors

Chicago, IL
BUY
 -
910
+ 21.29%
$322K - $351K
5.19K $2.3M
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
BUY
 -
901
+ 30.34%
$319K - $348K
3.87K $1.72M
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
899
+ 1.32%
$318K - $347K
69K $30.6M
Oct 25, 2023 Q3 2023
Pachira Investments Inc.

BUY
 -
894
+ 10.41%
$317K - $345K
9.48K $4.21M
Oct 10, 2023 Q3 2023
Castle Rock Wealth Management, LLC

BUY
 -
891
+ 10.22%
$316K - $344K
9.61K $4.27M
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
891
+ 1.17%
$316K - $344K
76.9K $34.2M
Oct 27, 2023 Q3 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
882
+ 7.98%
$312K - $340K
11.9K $5.3M
Nov 02, 2023 Q3 2023
Cypress Capital Group

BUY
 -
882
+ 4.28%
$312K - $340K
21.5K $9.55M
Oct 10, 2023 Q3 2023
Revolve Wealth Partners, LLC

BUY
 -
881
+ 19.62%
$312K - $340K
5.37K $2.39M
Oct 30, 2023 Q3 2023
Little House Capital LLC

Braintree, MA
BUY
 -
865
New
$306K - $334K
865 $384K
Nov 13, 2023 Q3 2023
Citizens Financial Group Inc

BUY
 -
849
+ 9.63%
$301K - $327K
9.67K $4.29M
Oct 16, 2023 Q3 2023
Forte Asset Management LLC

BUY
 -
845
New
$299K - $326K
845 $375K
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
845
+ 6.53%
$299K - $326K
13.8K $6.12M
Aug 06, 2024 Q3 2023
Hantz Financial Services, Inc.

BUY
 -
839
+ 83.73%
$297K - $324K
1.84K $818K
Nov 06, 2023 Q3 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
838
+ 2.78%
$297K - $323K
31K $13.8M
Nov 02, 2023 Q3 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
836
+ 9.27%
$296K - $322K
9.86K $4.38M
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
833
+ 7.7%
$295K - $321K
11.6K $5.17M
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
833
+ 6.74%
$295K - $321K
13.2K $5.86M
Oct 19, 2023 Q3 2023
Great Diamond Partners, LLC

BUY
 -
832
+ 76.26%
$295K - $321K
1.92K $854K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
829
+ 5.17%
$294K - $320K
16.9K $7.48M
Oct 13, 2023 Q3 2023
Stordahl Capital Management, Inc.

BUY
 -
825
New
$292K - $318K
825 $366K
Oct 10, 2023 Q3 2023
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
820
+ 3.14%
$290K - $316K
26.9K $11.9M
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
817
+ 3.11%
$289K - $315K
27.1K $12M
Nov 15, 2023 Q3 2023
Journey Advisory Group, LLC

BUY
 -
815
+ 8.57%
$289K - $314K
10.3K $4.58M
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
812
+ 51.07%
$288K - $313K
2.4K $1.07M
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
810
+ 17.28%
$287K - $312K
5.5K $2.44M
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
809
+ 5.12%
$287K - $312K
16.6K $7.37M
Oct 30, 2023 Q3 2023
Safeguard Financial, LLC

BUY
 -
806
+ 50.16%
$285K - $311K
2.41K $1.07M
Oct 24, 2023 Q3 2023
Dorchester Wealth Management CO

BUY
 -
800
New
$283K - $309K
800 $355K
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
799
+ 2.36%
$283K - $308K
34.6K $15.4M
Nov 03, 2023 Q3 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
796
+ 3.41%
$282K - $307K
24.1K $10.7M
Nov 13, 2023 Q3 2023
Viawealth, LLC

Overland Park, KS
BUY
 -
796
New
$282K - $307K
796 $354K
Nov 01, 2023 Q3 2023
Autumn Glory Partners, LLC

BUY
 -
795
New
$282K - $307K
795 $353K
Oct 25, 2023 Q3 2023
Geneva Partners, LLC

BUY
 -
792
New
$281K - $306K
792 $352K
Nov 09, 2023 Q3 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
791
+ 71.97%
$280K - $305K
1.89K $839K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
786
+ 5.32%
$278K - $303K
15.5K $6.9M
Oct 18, 2023 Q3 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
778
+ 2.44%
$276K - $300K
32.6K $14.5M
Nov 13, 2023 Q3 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
775
+ 47.31%
$275K - $299K
2.41K $1.07M
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
773
+ 5.78%
$274K - $298K
14.2K $6.28M
Nov 15, 2023 Q3 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
771
+ 179.3%
$273K - $297K
1.2K $533K
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
770
+ 2.25%
$273K - $297K
35K $15.5M
Nov 13, 2023 Q3 2023
Bbr Partners, LLC

New York, NY
BUY
 -
768
+ 17.11%
$272K - $296K
5.26K $2.33M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
761
+ 4.95%
$270K - $294K
16.1K $7.16M
Nov 01, 2023 Q3 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
759
+ 32.6%
$269K - $293K
3.09K $1.37M
Nov 15, 2023 Q3 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
759
+ 5.08%
$269K - $293K
15.7K $6.97M
Oct 10, 2023 Q3 2023
Acorn Financial Advisory Services Inc

BUY
 -
751
+ 2.12%
$266K - $290K
36.1K $16M
Oct 25, 2023 Q3 2023
Parker Financial LLC

Silverdale, WA
BUY
 -
750
New
$266K - $289K
750 $333K
Nov 15, 2023 Q3 2023
Monograph Wealth Advisors, LLC

BUY
 -
750
+ 81.88%
$266K - $289K
1.67K $740K

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