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
Feb 08, 2024 Q4 2023
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
849
+ 16.21%
$292K - $349K
6.09K $2.7M
Jan 08, 2024 Q4 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
848
+ 1.68%
$291K - $349K
51.3K $22.8M
May 07, 2024 Q4 2023
Koa Wealth Management, LLC

Encinitas, CA
BUY
 -
848
New
$291K - $349K
848 $377K
Jan 26, 2024 Q4 2023
Harbor Investment Advisory, LLC

BUY
 -
846
+ 22.54%
$291K - $348K
4.6K $2.04M
Jan 26, 2024 Q4 2023
White Pine Investment CO

BUY
 -
845
+ 8.89%
$290K - $348K
10.3K $4.6M
Jan 23, 2024 Q4 2023
Kg&L Capital Management,Llc

BUY
 -
843
+ 53.09%
$290K - $347K
2.43K $1.08M
Feb 07, 2024 Q4 2023
Fortune 45 LLC

BUY
 -
841
+ 1.36%
$289K - $346K
62.9K $27.9M
Feb 14, 2024 Q4 2023
Canopy Partners, LLC

Terrace Park, OH
BUY
 -
840
New
$289K - $346K
840 $373K
Jan 30, 2024 Q4 2023
Beam Wealth Advisors, Inc.

BUY
 -
833
+ 16.49%
$286K - $343K
5.89K $2.61M
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
833
+ 3085.19%
$286K - $343K
860 $382K
Feb 12, 2024 Q4 2023
Madison Wealth Partners, Inc

BUY
 -
830
+ 6.47%
$285K - $342K
13.6K $6.06M
Jan 09, 2024 Q4 2023
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
829
+ 2.92%
$285K - $341K
29.2K $13M
Jan 30, 2024 Q4 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
829
+ 4.79%
$285K - $341K
18.1K $8.06M
Feb 05, 2024 Q4 2023
Essex Financial Services, Inc.

BUY
 -
827
+ 1.07%
$284K - $340K
78K $34.6M
Feb 12, 2024 Q4 2023
Peterson Financial Group, Inc.

BUY
 -
825
New
$284K - $339K
825 $366K
Jan 23, 2024 Q4 2023
Uma Financial Services, Inc.

BUY
 -
824
+ 22.98%
$283K - $339K
4.41K $1.96M
Jan 05, 2024 Q4 2023
Garrett Investment Advisors LLC

BUY
 -
823
New
$283K - $339K
823 $365K
Feb 12, 2024 Q4 2023
Warwick Investment Management, Inc.

BUY
 -
819
+ 1.73%
$281K - $337K
48.3K $21.4M
Nov 14, 2024 Q4 2023
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
818
+ 6.55%
$281K - $337K
13.3K $5.91M
Jan 16, 2024 Q4 2023
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
811
New
$279K - $334K
811 $360K
Jan 10, 2024 Q4 2023
First Community Trust Na

BUY
 -
805
New
$277K - $331K
805 $358K
Feb 08, 2024 Q4 2023
Campbell Wealth Management

BUY
 -
804
+ 0.47%
$276K - $331K
174K $77.1M
Feb 14, 2024 Q4 2023
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
800
New
$275K - $329K
800 $355K
Jan 17, 2024 Q4 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
795
+ 7.27%
$273K - $327K
11.7K $5.21M
Feb 13, 2024 Q4 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
793
+ 1.77%
$273K - $326K
45.5K $20.2M
Jan 17, 2024 Q4 2023
Stordahl Capital Management, Inc.

BUY
 -
786
+ 95.27%
$270K - $323K
1.61K $715K
Jan 11, 2024 Q4 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
784
New
$269K - $323K
784 $348K
Feb 13, 2024 Q4 2023
Annex Advisory Services, LLC

BUY
 -
776
+ 26.71%
$267K - $319K
3.68K $1.63M
Feb 12, 2024 Q4 2023
Maxwell Wealth Strategies Inc.

Pleasanton, CA
BUY
 -
771
New
$265K - $317K
771 $342K
Feb 12, 2024 Q4 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
769
+ 9.05%
$264K - $316K
9.27K $4.12M
Jan 09, 2024 Q4 2023
Columbia Advisory Partners LLC

BUY
 -
768
New
$264K - $316K
768 $341K
Jan 25, 2024 Q4 2023
Altus Wealth Management, LLC

BUY
 -
766
+ 1.1%
$263K - $315K
70.3K $31.2M
Feb 08, 2024 Q4 2023
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
766
New
$263K - $315K
766 $340K
Feb 05, 2024 Q4 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
759
+ 6.57%
$261K - $312K
12.3K $5.47M
Feb 09, 2024 Q4 2023
X Square Capital, LLC

BUY
 -
756
New
$260K - $311K
756 $336K
Feb 13, 2024 Q4 2023
Pine Ridge Advisers LLC

New York, NY
BUY
 -
756
+ 0.72%
$260K - $311K
106K $47.1M
Feb 06, 2024 Q4 2023
Ntv Asset Management LLC

BUY
 -
753
+ 0.98%
$259K - $310K
77.6K $34.5M
Feb 06, 2024 Q4 2023
Sheets Smith Wealth Management

BUY
 -
750
+ 3.17%
$258K - $309K
24.4K $10.9M
Feb 12, 2024 Q4 2023
Wilkins Investment Counsel Inc

BUY
 -
750
New
$258K - $309K
750 $333K
Feb 08, 2024 Q4 2023
Tortoise Investment Management, LLC

BUY
 -
748
+ 36.97%
$257K - $308K
2.77K $1.23M
Jan 30, 2024 Q4 2023
Arbor Trust Wealth Advisors, LLC

BUY
 -
747
New
$257K - $307K
747 $332K
Jan 29, 2024 Q4 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
743
+ 8.82%
$255K - $306K
9.16K $4.07M
Feb 02, 2024 Q4 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
740
New
$254K - $305K
740 $329K
Feb 14, 2024 Q4 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
737
+ 4.7%
$253K - $303K
16.4K $7.29M
Feb 15, 2024 Q4 2023
Aspect Partners, LLC

Fairfax, VA
BUY
 -
736
New
$253K - $303K
736 $327K
Feb 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
730
+ 2.88%
$251K - $300K
26.1K $11.6M
Jan 29, 2024 Q4 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
729
New
$251K - $300K
729 $324K
Jan 09, 2024 Q4 2023
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
727
+ 39.77%
$250K - $299K
2.56K $1.13M
Jan 29, 2024 Q4 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
727
+ 17.03%
$250K - $299K
5K $2.22M

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