Purchases and Sales Made in Q3 2024 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
305+ 45.52% |
$133K - $153K
|
975
$512K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
304+ 26.6% |
$132K - $153K
|
1.45K
$759K
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
304+ 53.81% |
$132K - $153K
|
869
$456K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
303+ 7.64% |
$132K - $152K
|
4.27K
$2.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
303+ 1.84% |
$132K - $152K
|
16.8K
$8.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
302New |
$131K - $152K
|
302
$158K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
300+ 36.14% |
$130K - $151K
|
1.13K
$593K
|
|
|
Nov 14, 2024
Q3 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
298+ 0.16% |
$130K - $150K
|
184K
$96.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
297+ 8.93% |
$129K - $149K
|
3.62K
$1.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
296+ 18.57% |
$129K - $149K
|
1.89K
$992K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
295+ 0.64% |
$128K - $148K
|
46.5K
$24.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
294+ 5.57% |
$128K - $148K
|
5.57K
$2.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
293+ 4.37% |
$127K - $147K
|
7K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
292+ 1.76% |
$127K - $147K
|
16.9K
$8.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
290New |
$126K - $146K
|
290
$152K
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
290+ 2.03% |
$126K - $146K
|
14.6K
$7.66M
|
|
|
Apr 30, 2025
Q3 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
290+ 17.55% |
$126K - $146K
|
1.94K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
288+ 24.26% |
$125K - $145K
|
1.48K
$774K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
286+ 1.22% |
$124K - $144K
|
23.8K
$12.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
285+ 0.84% |
$124K - $143K
|
34.1K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
280+ 4.31% |
$122K - $141K
|
6.78K
$3.56M
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
BUY
|
- |
279+ 2.26% |
$121K - $140K
|
12.6K
$6.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
279+ 1.08% |
$121K - $140K
|
26.2K
$13.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
278+ 0.92% |
$121K - $140K
|
30.6K
$16M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
278+ 0.71% |
$121K - $140K
|
39.4K
$20.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
276+ 2.01% |
$120K - $139K
|
14K
$7.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
270+ 52.73% |
$117K - $136K
|
782
$410K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
268+ 12.97% |
$117K - $135K
|
2.33K
$1.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
268+ 25.6% |
$117K - $135K
|
1.32K
$690K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
268+ 4.61% |
$117K - $135K
|
6.08K
$3.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
267+ 6.14% |
$116K - $134K
|
4.62K
$2.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
266+ 50.76% |
$116K - $134K
|
790
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
262+ 5.48% |
$114K - $132K
|
5.04K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
260+ 0.46% |
$113K - $131K
|
57.2K
$30M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
259+ 10.43% |
$113K - $130K
|
2.74K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
258+ 8.18% |
$112K - $130K
|
3.41K
$1.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
255+ 1.37% |
$111K - $128K
|
18.8K
$9.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
255+ 51.2% |
$111K - $128K
|
753
$395K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
253+ 16.29% |
$110K - $127K
|
1.81K
$948K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
251+ 11.77% |
$109K - $126K
|
2.38K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
251+ 16.24% |
$109K - $126K
|
1.8K
$943K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
250+ 13.41% |
$109K - $126K
|
2.11K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
250+ 18.53% |
$109K - $126K
|
1.6K
$839K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
245+ 2.21% |
$107K - $123K
|
11.3K
$5.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
244+ 36.47% |
$106K - $123K
|
913
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
244New |
$106K - $123K
|
244
$128K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
244New |
$106K - $123K
|
244
$128K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
BUY
|
- |
242+ 28.34% |
$105K - $122K
|
1.1K
$575K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
237+ 39.57% |
$103K - $119K
|
836
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
237+ 1.48% |
$103K - $119K
|
16.3K
$8.55M
|