Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (QQQJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQJ) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
100New |
$2.27K - $2.71K
|
100
$3.04K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
70+ 5.0% |
$1.59K - $1.9K
|
1.47K
$44.7K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
64New |
$1.45K - $1.74K
|
64
$1.95K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
60New |
$1.36K - $1.63K
|
60
$1.83K
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
48+ 1.3% |
$1.09K - $1.3K
|
3.75K
$114K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34+ 32.08% |
$772 - $922
|
140
$4.26K
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
22+ 0.16% |
$500 - $597
|
13.7K
$416K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
21New |
$477 - $570
|
21
$639
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
17New |
$386 - $461
|
17
$517
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
14+ 0.15% |
$318 - $380
|
9.26K
$282K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 0.88% |
$273 - $326
|
1.37K
$41.7K
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.15% |
$204 - $244
|
6.09K
$185K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.1% |
$68.1 - $81.4
|
3.03K
$92.1K
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$68.1 - $81.4
|
9.38K
$286K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.02% |
$45.4 - $54.3
|
10.7K
$326K
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2+ 0.17% |
$45.4 - $54.3
|
1.19K
$36.2K
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.21% |
$45.4 - $54.3
|
967
$29.4K
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.51% |
$22.7 - $27.1
|
197
$5.99K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1+ 0.51% |
$22.7 - $27.1
|
196
$5.96K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-24- 2.96% |
$545 - $651
|
788
$24K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-40- 28.17% |
$908 - $1.09K
|
102
$3.1K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-126- 0.5% |
$2.86K - $3.42K
|
24.9K
$757K
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-272- 2.22% |
$6.18K - $7.38K
|
12K
$365K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-274- 64.62% |
$6.22K - $7.43K
|
150
$4.56K
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-289- 54.32% |
$6.56K - $7.84K
|
243
$7.39K
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-291- 0.41% |
$6.61K - $7.89K
|
71.1K
$2.16M
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-296- 3.8% |
$6.72K - $8.03K
|
7.5K
$228K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-300Closed |
$6.81K - $8.14K
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-350- 0.49% |
$7.95K - $9.5K
|
70.6K
$2.15M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-424- 3.15% |
$9.63K - $11.5K
|
13K
$396K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-500- 35.71% |
$11.4K - $13.6K
|
900
$27.4K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-523- 2.24% |
$11.9K - $14.2K
|
22.8K
$694K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-641- 1.26% |
$14.6K - $17.4K
|
50.1K
$1.52M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-817- 5.48% |
$18.6K - $22.2K
|
14.1K
$428K
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-933- 9.96% |
$21.2K - $25.3K
|
8.43K
$257K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.02K- 2.3% |
$23.2K - $27.7K
|
43.3K
$1.32M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.06K- 2.91% |
$24K - $28.6K
|
35.3K
$1.07M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.07K- 11.91% |
$24.3K - $29K
|
7.9K
$240K
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.13K- 4.6% |
$25.8K - $30.8K
|
23.5K
$716K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.16K- 3.47% |
$26.3K - $31.4K
|
32.2K
$979K
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.29K- 77.67% |
$29.4K - $35.1K
|
372
$11.3K
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.34K- 7.5% |
$30.4K - $36.4K
|
16.5K
$503K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.38K- 18.93% |
$31.2K - $37.3K
|
5.89K
$179K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.53K- 15.84% |
$34.6K - $41.4K
|
8.1K
$247K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.12K- 14.28% |
$48.1K - $57.5K
|
12.7K
$387K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.51K- 0.18% |
$57K - $68.1K
|
1.43M
$43.5M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.01K- 5.35% |
$68.3K - $81.6K
|
53.2K
$1.62M
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-3.58K- 13.95% |
$81.3K - $97.1K
|
22.1K
$672K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.75K- 8.73% |
$85.1K - $102K
|
39.2K
$1.19M
|