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 11, 2023 Q3 2023
Walker Financial Services, Inc.

Bowling Green, KY
BUY
 -
41
+ 0.83%
$14.5K - $15.8K
4.96K $3.02M
Oct 23, 2023 Q3 2023
Yhb Investment Advisors, Inc.

BUY
 -
41
+ 0.59%
$14.5K - $15.8K
7.03K $4.29M
Oct 24, 2023 Q3 2023
Defined Wealth Management, LLC

BUY
 -
41
+ 0.52%
$14.5K - $15.8K
7.99K $4.87M
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
41
+ 0.42%
$14.5K - $15.8K
9.84K $6M
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
41
+ 8.33%
$14.5K - $15.8K
533 $325K
Nov 09, 2023 Q3 2023
American Investment Services, Inc.

BUY
 -
41
+ 0.12%
$14.5K - $15.8K
32.9K $20.1M
Oct 24, 2023 Q3 2023
Independent Advisor Alliance

BUY
 -
40
+ 2.35%
$14.2K - $15.4K
1.74K $1.06M
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
40
+ 1.71%
$14.2K - $15.4K
2.38K $1.45M
Nov 14, 2023 Q3 2023
Ellerson Group Inc /Adv

Annapolis, MD
BUY
 -
39
+ 0.51%
$13.8K - $15K
7.75K $4.72M
Dec 06, 2023 Q3 2023
David R. Rahn & Associates Inc.

BUY
 -
38
+ 5.29%
$13.5K - $14.7K
756 $461K
Oct 20, 2023 Q3 2023
Whelan Financial

BUY
 -
37
+ 3.22%
$13.1K - $14.3K
1.19K $723K
Oct 13, 2023 Q3 2023
Weaver Consulting Group

BUY
 -
36
+ 1.13%
$12.8K - $13.9K
3.23K $1.97M
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
36
+ 0.1%
$12.8K - $13.9K
36K $22M
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
35
+ 2.41%
$12.4K - $13.5K
1.49K $906K
Jun 28, 2024 Q3 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
35
+ 2.59%
$12.4K - $13.5K
1.38K $844K
Oct 12, 2023 Q3 2023
Mc Guire Investment Group, LLC

BUY
 -
34
+ 0.33%
$12K - $13.1K
10.5K $6.38M
Oct 19, 2023 Q3 2023
Ckw Financial Group

BUY
 -
34
+ 1.22%
$12K - $13.1K
2.83K $1.73M
Oct 27, 2023 Q3 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
34
+ 3.83%
$12K - $13.1K
922 $562K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
34
+ 0.25%
$12K - $13.1K
13.5K $8.21M
Nov 06, 2023 Q3 2023
Parsons Capital Management Inc

BUY
 -
34
+ 1.17%
$12K - $13.1K
2.94K $1.79M
Oct 10, 2023 Q3 2023
Apella Capital, LLC

BUY
 -
33
+ 1.13%
$11.7K - $12.7K
2.96K $1.81M
Nov 06, 2023 Q3 2023
Souders Financial Advisors

BUY
 -
33
+ 2.44%
$11.7K - $12.7K
1.38K $843K
Nov 07, 2023 Q3 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
33
+ 1.16%
$11.7K - $12.7K
2.88K $1.76M
Oct 24, 2023 Q3 2023
Claybrook Capital, LLC

BUY
 -
32
+ 0.12%
$11.3K - $12.3K
26.1K $15.9M
Oct 25, 2023 Q3 2023
Sawyer & Company, Inc

BUY
 -
32
New
$11.3K - $12.3K
32 $19.5K
Oct 26, 2023 Q3 2023
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
32
+ 2.07%
$11.3K - $12.3K
1.58K $960K
Nov 14, 2023 Q3 2023
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
32
+ 2.75%
$11.3K - $12.3K
1.2K $729K
Nov 14, 2023 Q3 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
32
+ 1.38%
$11.3K - $12.3K
2.35K $1.43M
Oct 11, 2023 Q3 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
31
+ 1.66%
$11K - $12K
1.9K $1.16M
Nov 06, 2023 Q3 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
31
+ 0.02%
$11K - $12K
202K $123M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
31
New
$11K - $12K
31 $18.9K
Oct 30, 2023 Q3 2023
Meritage Portfolio Management

BUY
 -
30
+ 1.87%
$10.6K - $11.6K
1.63K $996K
Nov 08, 2023 Q3 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
30
+ 0.75%
$10.6K - $11.6K
4.04K $2.46M
Nov 13, 2023 Q3 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
30
+ 33.33%
$10.6K - $11.6K
120 $73.2K
Nov 13, 2023 Q3 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
30
+ 1.42%
$10.6K - $11.6K
2.14K $1.3M
Oct 31, 2023 Q3 2023
180 Wealth Advisors, LLC

BUY
 -
29
+ 1.21%
$10.3K - $11.2K
2.43K $1.48M
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
29
+ 2.45%
$10.3K - $11.2K
1.21K $740K
Oct 13, 2023 Q3 2023
Retirement Guys Formula LLC

BUY
 -
28
+ 1.9%
$9.92K - $10.8K
1.5K $916K
Nov 02, 2023 Q3 2023
Ml & R Wealth Management LLC

BUY
 -
28
+ 2.88%
$9.92K - $10.8K
999 $609K
Nov 09, 2023 Q3 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
28
+ 5.06%
$9.92K - $10.8K
581 $354K
Oct 10, 2023 Q3 2023
Rise Advisors, LLC

BUY
 -
26
+ 1.25%
$9.21K - $10K
2.1K $1.28M
Oct 18, 2023 Q3 2023
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
26
+ 2.34%
$9.21K - $10K
1.14K $693K
Oct 23, 2023 Q3 2023
Verus Financial Partners, Inc.

BUY
 -
26
+ 3.55%
$9.21K - $10K
758 $462K
Oct 30, 2023 Q3 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
26
+ 4.11%
$9.21K - $10K
659 $402K
Nov 07, 2023 Q3 2023
Intelligence Driven Advisers, LLC

BUY
 -
26
+ 1.18%
$9.21K - $10K
2.23K $1.36M
Oct 10, 2023 Q3 2023
Wealth Alliance Advisory Group, LLC

BUY
 -
25
+ 2.87%
$8.86K - $9.64K
897 $547K
Oct 19, 2023 Q3 2023
Town & Country Bank & Trust CO Dba First Bankers Trust CO

BUY
 -
25
+ 3.81%
$8.86K - $9.64K
681 $415K
Oct 24, 2023 Q3 2023
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
25
+ 0.1%
$8.86K - $9.64K
25.9K $15.8M
Oct 30, 2023 Q3 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
25
+ 30.49%
$8.86K - $9.64K
107 $65.2K

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