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 23, 2024 Q4 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
501
+ 61.62%
$172K - $206K
1.31K $690K
Jan 09, 2024 Q4 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
500
New
$172K - $206K
500 $262K
Jan 17, 2024 Q4 2023
Red Door Wealth Management, LLC

BUY
 -
500
+ 29.45%
$172K - $206K
2.2K $1.15M
Jan 19, 2024 Q4 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
500
New
$172K - $206K
500 $262K
Jan 29, 2024 Q4 2023
Deroy & Devereaux Private Investment Counsel Inc

BUY
 -
500
+ 66.23%
$172K - $206K
1.26K $659K
Feb 02, 2024 Q4 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
500
New
$172K - $206K
500 $262K
Feb 09, 2024 Q4 2023
Pictet North America Advisors Sa

BUY
 -
500
+ 20.15%
$172K - $206K
2.98K $1.56M
Feb 09, 2024 Q4 2023
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
500
+ 21.79%
$172K - $206K
2.8K $1.47M
Feb 13, 2024 Q4 2023
First Trust Investment Solutions L.P.

Naples, FL
BUY
 -
500
New
$172K - $206K
500 $262K
Feb 14, 2024 Q4 2023
Menora Mivtachim Holdings Ltd.

BUY
 -
500
+ 13.92%
$172K - $206K
4.09K $2.15M
Jan 23, 2024 Q4 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
494
New
$170K - $203K
494 $259K
Jan 29, 2024 Q4 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
494
New
$170K - $203K
494 $259K
Jan 09, 2024 Q4 2023
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
493
+ 1.83%
$169K - $203K
27.4K $14.4M
Jan 11, 2024 Q4 2023
Constitution Capital LLC

Shelton, CT
BUY
 -
493
New
$169K - $203K
493 $259K
Jan 22, 2024 Q4 2023
Tria Gen Wealth Management LLC

BUY
 -
493
New
$169K - $203K
493 $259K
Feb 14, 2024 Q4 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
493
+ 1.46%
$169K - $203K
34.3K $18M
Feb 14, 2024 Q4 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
493
+ 52.17%
$169K - $203K
1.44K $755K
Feb 05, 2024 Q4 2023
Stonebrook Private Inc.

Northville, MI
BUY
 -
491
New
$169K - $202K
491 $258K
Feb 05, 2024 Q4 2023
Epic Trust Investment Advisors, LLC

BUY
 -
491
+ 4.28%
$169K - $202K
12K $6.27M
Feb 07, 2024 Q4 2023
First Western Trust Bank

Denver, CO
BUY
 -
491
New
$169K - $202K
491 $258K
Jan 10, 2024 Q4 2023
Harbor Group, Inc.

BUY
 -
490
+ 30.51%
$168K - $202K
2.1K $1.1M
Jan 25, 2024 Q4 2023
Axim Planning & Wealth

Dayton, OH
BUY
 -
490
New
$168K - $202K
490 $257K
Feb 02, 2024 Q4 2023
Lyell Wealth Management, LP

BUY
 -
490
+ 12.31%
$168K - $202K
4.47K $2.35M
Jan 29, 2024 Q4 2023
Capital Advisors Inc

BUY
 -
481
+ 5.09%
$165K - $198K
9.93K $5.21M
Jan 31, 2024 Q4 2023
Tanager Wealth Management LLP

BUY
 -
480
+ 31.91%
$165K - $198K
1.98K $1.04M
Jan 10, 2024 Q4 2023
Raymond James Trust N.A.

BUY
 -
476
+ 1.6%
$164K - $196K
30.2K $15.8M
Feb 12, 2024 Q4 2023
Madden Advisory Services, Inc.

BUY
 -
472
+ 23.06%
$162K - $194K
2.52K $1.32M
Feb 12, 2024 Q4 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
469
+ 2.47%
$161K - $193K
19.4K $10.2M
Feb 12, 2024 Q4 2023
Mount Yale Investment Advisors, LLC

BUY
 -
465
+ 4.35%
$160K - $191K
11.2K $5.86M
Jan 18, 2024 Q4 2023
Wealth Care Investment Partners, LLC

BUY
 -
460
+ 1.07%
$158K - $189K
43.3K $22.7M
Feb 14, 2024 Q4 2023
Modera Wealth Management, LLC

BUY
 -
455
+ 3.7%
$156K - $187K
12.7K $6.69M
Jan 24, 2024 Q4 2023
Rwq Financial Management Services, Inc.

BUY
 -
450
+ 38.66%
$155K - $185K
1.61K $847K
Feb 13, 2024 Q4 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
446
+ 1.05%
$153K - $184K
43K $22.5M
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
445
New
$153K - $183K
445 $234K
Jan 18, 2024 Q4 2023
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
444
+ 7.35%
$153K - $183K
6.49K $3.4M
Jan 26, 2024 Q4 2023
Signature Estate & Investment Advisors LLC

BUY
 -
442
+ 9.1%
$152K - $182K
5.3K $2.78M
Jan 18, 2024 Q4 2023
Erickson Financial Group, LLC

Allentown, PA
BUY
 -
437
+ 1.58%
$150K - $180K
28K $14.7M
Feb 09, 2024 Q4 2023
Northeast Investment Management

BUY
 -
434
+ 18.04%
$149K - $179K
2.84K $1.49M
Jan 30, 2024 Q4 2023
Aurora Private Wealth, Inc.

BUY
 -
431
+ 3.57%
$148K - $177K
12.5K $6.56M
Jan 17, 2024 Q4 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
430
+ 2.7%
$148K - $177K
16.3K $8.58M
Jan 25, 2024 Q4 2023
Equitable Trust CO

BUY
 -
430
+ 2.47%
$148K - $177K
17.8K $9.34M
Jan 18, 2024 Q4 2023
Clear Harbor Asset Management, LLC

BUY
 -
426
New
$146K - $175K
426 $224K
Feb 13, 2024 Q4 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
426
New
$146K - $175K
426 $224K
Jan 31, 2024 Q4 2023
Powell Investment Advisors, LLC

BUY
 -
421
+ 2.1%
$145K - $173K
20.4K $10.7M
Feb 05, 2024 Q4 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
420
+ 1.77%
$144K - $173K
24.2K $12.7M
Feb 08, 2024 Q4 2023
Stelac Advisory Services LLC

New York, NY
BUY
 -
417
+ 24.88%
$143K - $172K
2.09K $1.1M
Jan 29, 2024 Q4 2023
Benedict Financial Advisors Inc

BUY
 -
411
+ 8.88%
$141K - $169K
5.04K $2.64M
Feb 14, 2024 Q4 2023
Davis Capital Management

Jacksonville, FL
BUY
 -
411
+ 223.37%
$141K - $169K
595 $312K
Jan 10, 2024 Q4 2023
Cornerstone Wealth Management, LLC

BUY
 -
410
+ 1.18%
$141K - $169K
35K $18.4M

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