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
Oct 25, 2023 Q3 2023
Mastrapasqua Asset Management Inc

BUY
 -
597
New
$211K - $230K
597 $316K
Nov 09, 2023 Q3 2023
Valley Forge Investment Consultants Inc Adv

BUY
 -
597
New
$211K - $230K
597 $316K
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
596
+ 46.2%
$211K - $230K
1.89K $999K
Nov 06, 2023 Q3 2023
My Personal Cfo, LLC

BUY
 -
594
+ 4.09%
$210K - $229K
15.1K $8.01M
Nov 14, 2023 Q3 2023
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
594
New
$210K - $229K
594 $315K
Oct 11, 2023 Q3 2023
Consilio Wealth Advisors, LLC

BUY
 -
592
+ 1.8%
$210K - $228K
33.4K $17.7M
Oct 18, 2023 Q3 2023
Secure Asset Management, LLC

BUY
 -
592
+ 26.99%
$210K - $228K
2.79K $1.47M
Nov 13, 2023 Q3 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
591
+ 7.05%
$209K - $228K
8.97K $4.75M
Oct 30, 2023 Q3 2023
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
587
+ 0.11%
$208K - $226K
518K $274M
Nov 13, 2023 Q3 2023
Bank Of Hawaii

Honolulu, HI
BUY
 -
587
+ 6.05%
$208K - $226K
10.3K $5.45M
Nov 14, 2023 Q3 2023
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
578
+ 33.12%
$205K - $223K
2.32K $1.23M
Oct 27, 2023 Q3 2023
Archford Capital Strategies, LLC

BUY
 -
575
New
$204K - $222K
575 $305K
Nov 03, 2023 Q3 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
575
+ 10.68%
$204K - $222K
5.96K $3.16M
Oct 24, 2023 Q3 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
574
New
$203K - $221K
574 $304K
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
562
+ 2.27%
$199K - $217K
25.3K $13.4M
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

BUY
 -
555
+ 1.55%
$197K - $214K
36.4K $19.3M
Oct 24, 2023 Q3 2023
Erickson Financial Group, LLC

Allentown, PA
BUY
 -
555
+ 2.05%
$197K - $214K
27.6K $14.6M
Oct 19, 2023 Q3 2023
Trust CO Of Toledo Na

Holland, OH
BUY
 -
553
+ 9.2%
$196K - $213K
6.56K $3.48M
Nov 01, 2023 Q3 2023
Madison Wealth Partners, Inc

BUY
 -
552
+ 4.5%
$196K - $213K
12.8K $6.79M
Oct 18, 2023 Q3 2023
Morton Brown Family Wealth, LLC

BUY
 -
547
+ 22.21%
$194K - $211K
3.01K $1.59M
Oct 25, 2023 Q3 2023
Professional Financial Advisors, LLC

BUY
 -
544
+ 49.77%
$193K - $210K
1.64K $867K
Oct 13, 2023 Q3 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
540
+ 5.62%
$191K - $208K
10.2K $5.38M
Oct 19, 2023 Q3 2023
Olio Financial Planning

BUY
 -
539
+ 67.29%
$191K - $208K
1.34K $710K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
535
+ 13.7%
$190K - $206K
4.44K $2.35M
Nov 14, 2023 Q3 2023
Bollard Group LLC

Boston, MA
BUY
 -
528
+ 3.14%
$187K - $204K
17.3K $9.18M
Nov 01, 2023 Q3 2023
Paulson Wealth Management Inc.

BUY
 -
527
+ 3.68%
$187K - $203K
14.9K $7.87M
Nov 09, 2023 Q3 2023
Haverford Trust CO

Radnor, PA
BUY
 -
523
+ 1.43%
$185K - $202K
37.2K $19.7M
Dec 04, 2023 Q3 2023
Austin Wealth Management, LLC

Austin, TX
BUY
 -
523
New
$185K - $202K
523 $277K
Oct 19, 2023 Q3 2023
Bridge Advisory, LLC

BUY
 -
522
+ 74.25%
$185K - $201K
1.23K $649K
Oct 25, 2023 Q3 2023
Life Steps Financial, Inc.

BUY
 -
522
+ 1.32%
$185K - $201K
40.1K $21.2M
Oct 11, 2023 Q3 2023
Luken Investment Analytics, LLC

Brentwood, TN
BUY
 -
520
+ 0.93%
$184K - $201K
56.5K $29.9M
Nov 13, 2023 Q3 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
518
+ 5.11%
$183K - $200K
10.7K $5.64M
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
518
New
$183K - $200K
518 $274K
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
517
+ 1.96%
$183K - $199K
26.8K $14.2M
Oct 26, 2023 Q3 2023
Joule Financial, LLC

BUY
 -
511
+ 1.65%
$181K - $197K
31.5K $16.7M
Oct 27, 2023 Q3 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
511
+ 0.85%
$181K - $197K
60.5K $32M
Oct 16, 2023 Q3 2023
Herbst Group, LLC

Westport, CT
BUY
 -
508
+ 4.45%
$180K - $196K
11.9K $6.31M
Oct 18, 2023 Q3 2023
Clarity Financial LLC

BUY
 -
507
+ 45.43%
$180K - $196K
1.62K $860K
Oct 25, 2023 Q3 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
506
+ 1.61%
$179K - $195K
32K $16.9M
Oct 12, 2023 Q3 2023
Clean Yield Group

BUY
 -
502
+ 69.72%
$178K - $194K
1.22K $647K
Nov 15, 2023 Q3 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
502
+ 2.54%
$178K - $194K
20.2K $10.7M
Jan 18, 2024 Q3 2023
Flc Capital Advisors

BUY
 -
500
+ 26.81%
$177K - $193K
2.37K $1.25M
Oct 30, 2023 Q3 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
497
+ 7.91%
$176K - $192K
6.78K $3.59M
Nov 27, 2023 Q3 2023
Trust CO Of Vermont

BUY
 -
496
+ 4.65%
$176K - $191K
11.2K $5.91M
Oct 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

BUY
 -
493
+ 10.9%
$175K - $190K
5.02K $2.66M
Oct 19, 2023 Q3 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
485
+ 14.29%
$172K - $187K
3.88K $2.05M
Nov 08, 2023 Q3 2023
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
485
+ 1.21%
$172K - $187K
40.5K $21.5M
Oct 20, 2023 Q3 2023
Harbor Capital Advisors, Inc.

BUY
 -
482
New
$171K - $186K
482 $255K
Oct 10, 2023 Q3 2023
Howard Financial Services, Ltd.

BUY
 -
480
+ 3.0%
$170K - $185K
16.5K $8.74M

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