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 27, 2023 Q3 2023
Smith, Salley & Associates

BUY
 -
23
+ 1.96%
$8.15K - $8.87K
1.2K $628K
Nov 13, 2023 Q3 2023
Meridian Wealth Advisors, LLC

BUY
 -
23
+ 1.41%
$8.15K - $8.87K
1.65K $866K
Oct 10, 2023 Q3 2023
West Financial Advisors, LLC

BUY
 -
22
+ 0.19%
$7.79K - $8.49K
11.6K $6.09M
Nov 06, 2023 Q3 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
21
+ 0.54%
$7.44K - $8.1K
3.88K $2.04M
Nov 20, 2023 Q3 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
21
+ 2.16%
$7.44K - $8.1K
994 $522K
Oct 19, 2023 Q3 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
20
+ 1.15%
$7.08K - $7.71K
1.75K $920K
Oct 25, 2023 Q3 2023
Westhampton Capital, LLC

BUY
 -
20
+ 1.05%
$7.08K - $7.71K
1.92K $1.01M
Nov 02, 2023 Q3 2023
Gables Capital Management Inc.

BUY
 -
20
+ 2.86%
$7.08K - $7.71K
720 $378K
Nov 14, 2023 Q3 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
20
+ 1.74%
$7.08K - $7.71K
1.17K $614K
Oct 26, 2023 Q3 2023
Osborne Partners Capital Management, LLC

BUY
 -
19
+ 0.7%
$6.73K - $7.33K
2.72K $1.42M
Nov 14, 2023 Q3 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
19
+ 2.75%
$6.73K - $7.33K
710 $373K
Nov 14, 2023 Q3 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
19
+ 1.17%
$6.73K - $7.33K
1.65K $865K
Oct 17, 2023 Q3 2023
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
18
+ 0.06%
$6.38K - $6.94K
29.7K $15.6M
Oct 25, 2023 Q3 2023
Jackson Square Capital, LLC

BUY
 -
18
+ 1.07%
$6.38K - $6.94K
1.71K $895K
Oct 30, 2023 Q3 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
18
+ 0.54%
$6.38K - $6.94K
3.34K $1.75M
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
18
+ 0.01%
$6.38K - $6.94K
128K $67.4M
Nov 06, 2023 Q3 2023
Manchester Financial Inc

BUY
 -
18
+ 0.88%
$6.38K - $6.94K
2.05K $1.08M
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
18
+ 0.15%
$6.38K - $6.94K
12.1K $6.35M
Oct 19, 2023 Q3 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
17
+ 1.34%
$6.02K - $6.56K
1.29K $675K
Nov 07, 2023 Q3 2023
Aft, Forsyth & Company, Inc.

BUY
 -
17
+ 1.03%
$6.02K - $6.56K
1.67K $878K
Nov 14, 2023 Q3 2023
Peak Asset Management, LLC

Louisville, CO
BUY
 -
17
+ 0.21%
$6.02K - $6.56K
8.05K $4.22M
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
16
+ 72.73%
$5.67K - $6.17K
38 $19.9K
Oct 20, 2023 Q3 2023
Pds Planning, Inc

BUY
 -
16
+ 1.21%
$5.67K - $6.17K
1.34K $702K
Oct 23, 2023 Q3 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
16
+ 19.51%
$5.67K - $6.17K
98 $51.4K
Nov 02, 2023 Q3 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
16
+ 0.25%
$5.67K - $6.17K
6.53K $3.43M
Nov 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
16
New
$5.67K - $6.17K
16 $8.4K
Dec 06, 2023 Q3 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
16
+ 0.76%
$5.67K - $6.17K
2.12K $1.11M
Oct 10, 2023 Q3 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
15
+ 0.18%
$5.31K - $5.79K
8.15K $4.28M
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

BUY
 -
15
+ 0.89%
$5.31K - $5.79K
1.69K $887K
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
15
New
$5.31K - $5.79K
15 $7.87K
Nov 14, 2023 Q3 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
14
+ 0.98%
$4.96K - $5.4K
1.45K $759K
Oct 24, 2023 Q3 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
13
+ 1.07%
$4.6K - $5.01K
1.22K $642K
Nov 01, 2023 Q3 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
13
+ 0.09%
$4.6K - $5.01K
14.1K $7.38M
Nov 06, 2023 Q3 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
13
+ 1.49%
$4.6K - $5.01K
887 $465K
Nov 09, 2023 Q3 2023
Gould Capital, LLC

BUY
 -
13
+ 4.69%
$4.6K - $5.01K
290 $152K
Feb 09, 2024 Q3 2023
Cypress Asset Management Inc

Houston, TX
BUY
 -
13
+ 0.31%
$4.6K - $5.01K
4.2K $2.2M
Oct 10, 2023 Q3 2023
Dentgroup LLC

BUY
 -
12
+ 1.23%
$4.25K - $4.63K
984 $516K
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
12
+ 0.12%
$4.25K - $4.63K
9.8K $5.14M
Nov 01, 2023 Q3 2023
Pitti Group Wealth Management, LLC

BUY
 -
12
+ 0.84%
$4.25K - $4.63K
1.45K $760K
Nov 01, 2023 Q3 2023
Emfo, LLC

BUY
 -
12
+ 0.66%
$4.25K - $4.63K
1.83K $962K
Nov 01, 2023 Q3 2023
Synergy Financial Group, LTD

BUY
 -
12
+ 0.4%
$4.25K - $4.63K
3.03K $1.59M
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
12
+ 1.63%
$4.25K - $4.63K
750 $394K
Nov 03, 2023 Q3 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
12
+ 0.86%
$4.25K - $4.63K
1.4K $737K
Oct 24, 2023 Q3 2023
Hartford Financial Management Inc.

BUY
 -
11
+ 1.19%
$3.9K - $4.24K
934 $490K
Nov 07, 2023 Q3 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
11
+ 0.52%
$3.9K - $4.24K
2.13K $1.12M
Nov 09, 2023 Q3 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
11
+ 0.64%
$3.9K - $4.24K
1.74K $913K
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
10
+ 0.17%
$3.54K - $3.86K
6.01K $3.15M
Oct 13, 2023 Q3 2023
Inspirion Wealth Advisors, LLC

BUY
 -
10
+ 0.46%
$3.54K - $3.86K
2.2K $1.16M
Oct 23, 2023 Q3 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
10
+ 166.67%
$3.54K - $3.86K
16 $8.4K

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