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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
49+ 3.29% |
$21.3K - $24.6K
|
1.54K
$941K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
49+ 0.4% |
$21.3K - $24.6K
|
12.2K
$7.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
49+ 12.1% |
$21.3K - $24.6K
|
454
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
48+ 8.7% |
$20.9K - $24.1K
|
600
$367K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
47+ 1.09% |
$20.4K - $23.6K
|
4.35K
$2.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
47+ 2.22% |
$20.4K - $23.6K
|
2.16K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
47+ 6.76% |
$20.4K - $23.6K
|
742
$454K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
46+ 0.27% |
$20K - $23.1K
|
17.4K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
46+ 3.55% |
$20K - $23.1K
|
1.34K
$821K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
46+ 3.59% |
$20K - $23.1K
|
1.33K
$812K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
45+ 1.26% |
$19.6K - $22.6K
|
3.61K
$2.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
45+ 1.62% |
$19.6K - $22.6K
|
2.83K
$1.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
45+ 60.0% |
$19.6K - $22.6K
|
120
$73.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
45+ 2.42% |
$19.6K - $22.6K
|
1.9K
$1.16M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
44+ 0.28% |
$19.1K - $22.1K
|
15.7K
$9.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
44+ 1.38% |
$19.1K - $22.1K
|
3.24K
$1.98M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
44+ 5.71% |
$19.1K - $22.1K
|
814
$498K
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
44+ 2.94% |
$19.1K - $22.1K
|
1.54K
$942K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
44+ 2.23% |
$19.1K - $22.1K
|
2.02K
$1.23M
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
44+ 4.65% |
$19.1K - $22.1K
|
990
$606K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
43+ 2.19% |
$18.7K - $21.6K
|
2.01K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
42+ 5.36% |
$18.3K - $21.1K
|
825
$505K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
41+ 1.98% |
$17.8K - $20.6K
|
2.11K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
41+ 4.07% |
$17.8K - $20.6K
|
1.05K
$642K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
41+ 1.28% |
$17.8K - $20.6K
|
3.26K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
41+ 0.56% |
$17.8K - $20.6K
|
7.42K
$4.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
41+ 1.95% |
$17.8K - $20.6K
|
2.14K
$1.31M
|
|
|
Feb 13, 2025
Q3 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
41+ 2.67% |
$17.8K - $20.6K
|
1.58K
$965K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
40+ 0.71% |
$17.4K - $20.1K
|
5.71K
$3.49M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
40+ 8.37% |
$17.4K - $20.1K
|
518
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
40+ 4.44% |
$17.4K - $20.1K
|
940
$575K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
40New |
$17.4K - $20.1K
|
40
$24.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
40+ 0.06% |
$17.4K - $20.1K
|
65.9K
$40.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
40+ 8.6% |
$17.4K - $20.1K
|
505
$309K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
39+ 1.39% |
$17K - $19.6K
|
2.84K
$1.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
39+ 8.61% |
$17K - $19.6K
|
492
$301K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
39+ 1.28% |
$17K - $19.6K
|
3.09K
$1.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
38+ 1.3% |
$16.5K - $19.1K
|
2.97K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
38+ 13.92% |
$16.5K - $19.1K
|
311
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
38+ 1.76% |
$16.5K - $19.1K
|
2.19K
$1.34M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
38+ 0.81% |
$16.5K - $19.1K
|
4.74K
$2.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
37+ 1.81% |
$16.1K - $18.6K
|
2.09K
$1.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
37+ 1.22% |
$16.1K - $18.6K
|
3.08K
$1.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
36+ 0.95% |
$15.7K - $18.1K
|
3.83K
$2.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
36New |
$15.7K - $18.1K
|
36
$22K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
36+ 2.29% |
$15.7K - $18.1K
|
1.61K
$983K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
35+ 2.81% |
$15.2K - $17.6K
|
1.28K
$784K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
34+ 0.19% |
$14.8K - $17.1K
|
17.7K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
34+ 4.91% |
$14.8K - $17.1K
|
726
$444K
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
33+ 5.07% |
$14.3K - $16.6K
|
684
$418K
|