Purchases and Sales Made in Q4 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 Q4 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
Jan 30, 2024 Q4 2023
Beam Wealth Advisors, Inc.

BUY
 -
833
+ 16.49%
$286K - $343K
5.89K $3.1M
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
833
+ 3085.19%
$286K - $343K
860 $452K
Feb 14, 2024 Q4 2023
Family Wealth Group, LLC

Lexington, KY
BUY
 -
832
New
$286K - $342K
832 $438K
Feb 12, 2024 Q4 2023
Madison Wealth Partners, Inc

BUY
 -
830
+ 6.47%
$285K - $342K
13.6K $7.18M
Jan 09, 2024 Q4 2023
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
829
+ 2.92%
$285K - $341K
29.2K $15.4M
Jan 30, 2024 Q4 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
829
+ 4.79%
$285K - $341K
18.1K $9.55M
Feb 05, 2024 Q4 2023
Essex Financial Services, Inc.

BUY
 -
827
+ 1.07%
$284K - $340K
78K $41M
Feb 12, 2024 Q4 2023
Peterson Financial Group, Inc.

BUY
 -
825
New
$284K - $339K
825 $434K
Jan 23, 2024 Q4 2023
Uma Financial Services, Inc.

BUY
 -
824
+ 22.98%
$283K - $339K
4.41K $2.32M
Jan 05, 2024 Q4 2023
Garrett Investment Advisors LLC

BUY
 -
823
New
$283K - $339K
823 $433K
Nov 14, 2024 Q4 2023
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
818
+ 6.55%
$281K - $337K
13.3K $7M
Jan 16, 2024 Q4 2023
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
811
New
$279K - $334K
811 $427K
Jan 10, 2024 Q4 2023
First Community Trust Na

BUY
 -
805
New
$277K - $331K
805 $423K
Feb 08, 2024 Q4 2023
Campbell Wealth Management

BUY
 -
804
+ 0.47%
$276K - $331K
174K $91.3M
Feb 14, 2024 Q4 2023
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
800
New
$275K - $329K
800 $421K
Jan 17, 2024 Q4 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
795
+ 7.27%
$273K - $327K
11.7K $6.17M
Feb 13, 2024 Q4 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
793
+ 1.77%
$273K - $326K
45.5K $23.9M
Jan 17, 2024 Q4 2023
Stordahl Capital Management, Inc.

BUY
 -
786
+ 95.27%
$270K - $323K
1.61K $848K
Jan 11, 2024 Q4 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
784
New
$269K - $323K
784 $412K
Feb 13, 2024 Q4 2023
Annex Advisory Services, LLC

BUY
 -
776
+ 26.71%
$267K - $319K
3.68K $1.94M
Feb 12, 2024 Q4 2023
Maxwell Wealth Strategies Inc.

Pleasanton, CA
BUY
 -
771
New
$265K - $317K
771 $406K
Feb 12, 2024 Q4 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
769
+ 9.05%
$264K - $316K
9.27K $4.88M
Jan 09, 2024 Q4 2023
Columbia Advisory Partners LLC

BUY
 -
768
New
$264K - $316K
768 $404K
Jan 25, 2024 Q4 2023
Altus Wealth Management, LLC

BUY
 -
766
+ 1.1%
$263K - $315K
70.3K $37M
Feb 08, 2024 Q4 2023
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
766
New
$263K - $315K
766 $403K
Feb 05, 2024 Q4 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
759
+ 6.57%
$261K - $312K
12.3K $6.48M
Feb 09, 2024 Q4 2023
X Square Capital, LLC

BUY
 -
756
New
$260K - $311K
756 $398K
Feb 13, 2024 Q4 2023
Pine Ridge Advisers LLC

New York, NY
BUY
 -
756
+ 0.72%
$260K - $311K
106K $55.8M
Feb 06, 2024 Q4 2023
Ntv Asset Management LLC

BUY
 -
753
+ 0.98%
$259K - $310K
77.6K $40.8M
Feb 06, 2024 Q4 2023
Sheets Smith Wealth Management

BUY
 -
750
+ 3.17%
$258K - $309K
24.4K $12.9M
Feb 12, 2024 Q4 2023
Wilkins Investment Counsel Inc

BUY
 -
750
New
$258K - $309K
750 $395K
Feb 08, 2024 Q4 2023
Tortoise Investment Management, LLC

BUY
 -
748
+ 36.97%
$257K - $308K
2.77K $1.46M
Jan 30, 2024 Q4 2023
Arbor Trust Wealth Advisors, LLC

BUY
 -
747
New
$257K - $307K
747 $393K
Jan 29, 2024 Q4 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
743
+ 8.82%
$255K - $306K
9.16K $4.82M
Feb 02, 2024 Q4 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
740
New
$254K - $305K
740 $389K
Feb 14, 2024 Q4 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
737
+ 4.7%
$253K - $303K
16.4K $8.64M
Feb 15, 2024 Q4 2023
Aspect Partners, LLC

Fairfax, VA
BUY
 -
736
New
$253K - $303K
736 $387K
Feb 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
730
+ 2.88%
$251K - $300K
26.1K $13.7M
Jan 29, 2024 Q4 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
729
New
$251K - $300K
729 $384K
Jan 09, 2024 Q4 2023
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
727
+ 39.77%
$250K - $299K
2.56K $1.34M
Jan 29, 2024 Q4 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
727
+ 17.03%
$250K - $299K
5K $2.63M
Feb 01, 2024 Q4 2023
Cetera Trust Company, N.A

St. Paul, MN
BUY
 -
727
New
$250K - $299K
727 $382K
Feb 05, 2024 Q4 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
727
+ 2.35%
$250K - $299K
31.7K $16.7M
Feb 08, 2024 Q4 2023
Guardian Capital Advisors LP

Toronto, A6
BUY
 -
725
New
$249K - $298K
725 $381K
Feb 14, 2024 Q4 2023
First Financial Bankshares Inc

Abilene, TX
BUY
 -
722
New
$248K - $297K
722 $380K
Jan 10, 2024 Q4 2023
Range Financial Group LLC

BUY
 -
720
New
$247K - $296K
720 $379K
Jan 08, 2024 Q4 2023
First Hawaiian Bank

BUY
 -
718
+ 18.36%
$247K - $295K
4.63K $2.44M
Feb 01, 2024 Q4 2023
Diversified, LLC

BUY
 -
717
+ 20.28%
$246K - $295K
4.25K $2.24M
Feb 12, 2024 Q4 2023
Stablepoint Partners, LLC

Braintree, MA
BUY
 -
717
New
$246K - $295K
717 $377K

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