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 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
20+ 7.14% |
$8.7K - $10.1K
|
300
$157K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
20+ 2.59% |
$8.7K - $10.1K
|
792
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
20+ 0.16% |
$8.7K - $10.1K
|
12.4K
$6.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
20+ 2.78% |
$8.7K - $10.1K
|
740
$388K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
19+ 0.26% |
$8.26K - $9.56K
|
7.19K
$3.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
19+ 0.18% |
$8.26K - $9.56K
|
10.4K
$5.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
19+ 0.74% |
$8.26K - $9.56K
|
2.6K
$1.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
18+ 0.15% |
$7.83K - $9.05K
|
12.4K
$6.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
18+ 0.47% |
$7.83K - $9.05K
|
3.83K
$2.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18+ 1.05% |
$7.83K - $9.05K
|
1.73K
$907K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17+ 3.26% |
$7.39K - $8.55K
|
539
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
17New |
$7.39K - $8.55K
|
17
$8.92K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
16+ 0.56% |
$6.96K - $8.05K
|
2.86K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
16+ 0.13% |
$6.96K - $8.05K
|
12.3K
$6.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
16+ 0.4% |
$6.96K - $8.05K
|
4.04K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
16+ 0.03% |
$6.96K - $8.05K
|
48.6K
$25.5M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
16+ 3.0% |
$6.96K - $8.05K
|
550
$289K
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
16+ 1.13% |
$6.96K - $8.05K
|
1.43K
$750K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
15+ 1.16% |
$6.52K - $7.54K
|
1.31K
$687K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
15+ 0.62% |
$6.52K - $7.54K
|
2.44K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
15+ 0.2% |
$6.52K - $7.54K
|
7.34K
$3.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
15+ 0.21% |
$6.52K - $7.54K
|
7.33K
$3.85M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.33% |
$6.52K - $7.54K
|
4.61K
$2.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
14+ 0.27% |
$6.09K - $7.04K
|
5.13K
$2.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
14+ 0.18% |
$6.09K - $7.04K
|
7.68K
$4.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
14+ 0.73% |
$6.09K - $7.04K
|
1.94K
$1.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
13+ 0.16% |
$5.65K - $6.54K
|
7.97K
$4.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
13+ 0.74% |
$5.65K - $6.54K
|
1.76K
$924K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
13+ 1.44% |
$5.65K - $6.54K
|
916
$481K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
13+ 0.2% |
$5.65K - $6.54K
|
6.42K
$3.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
13+ 0.41% |
$5.65K - $6.54K
|
3.2K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
13+ 1.7% |
$5.65K - $6.54K
|
779
$409K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
13+ 0.09% |
$5.65K - $6.54K
|
14.3K
$7.49M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
12+ 2.31% |
$5.22K - $6.04K
|
532
$279K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
12+ 1.66% |
$5.22K - $6.04K
|
737
$387K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
12+ 2.33% |
$5.22K - $6.04K
|
527
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
12+ 0.96% |
$5.22K - $6.04K
|
1.27K
$664K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12+ 0.9% |
$5.22K - $6.04K
|
1.35K
$707K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
12New |
$5.22K - $6.04K
|
12
$6.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
12+ 1.85% |
$5.22K - $6.04K
|
662
$347K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
12+ 0.18% |
$5.22K - $6.04K
|
6.66K
$3.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
11+ 1.66% |
$4.78K - $5.53K
|
674
$354K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
11+ 0.58% |
$4.78K - $5.53K
|
1.92K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
11+ 1.45% |
$4.78K - $5.53K
|
771
$405K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
10+ 0.4% |
$4.35K - $5.03K
|
2.48K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
10+ 0.68% |
$4.35K - $5.03K
|
1.48K
$778K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
10+ 1.15% |
$4.35K - $5.03K
|
883
$463K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
10+ 2.65% |
$4.35K - $5.03K
|
387
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
10+ 0.59% |
$4.35K - $5.03K
|
1.72K
$901K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
10New |
$4.35K - $5.03K
|
10
$5.25K
|