Purchases and Sales Made in Q1 2024 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
50+ 4.52% |
$19.8K - $22.3K
|
1.16K
$600K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
50+ 0.55% |
$19.8K - $22.3K
|
9.19K
$4.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
50+ 3.87% |
$19.8K - $22.3K
|
1.34K
$696K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
50+ 0.74% |
$19.8K - $22.3K
|
6.85K
$3.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
49+ 0.78% |
$19.4K - $21.9K
|
6.33K
$3.28M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
49+ 3.23% |
$19.4K - $21.9K
|
1.57K
$812K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
48+ 0.38% |
$19K - $21.4K
|
12.6K
$6.55M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
48+ 3.94% |
$19K - $21.4K
|
1.27K
$657K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
47+ 1.27% |
$18.6K - $21K
|
3.75K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
47New |
$18.6K - $21K
|
47
$24.4K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
47+ 1.65% |
$18.6K - $21K
|
2.89K
$1.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
46+ 2.58% |
$18.2K - $20.5K
|
1.83K
$948K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
45+ 0.3% |
$17.8K - $20.1K
|
15K
$7.78M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
45+ 0.51% |
$17.8K - $20.1K
|
8.83K
$4.58M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
43+ 1.61% |
$17K - $19.2K
|
2.72K
$1.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
42+ 0.73% |
$16.6K - $18.7K
|
5.82K
$3.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
42+ 5.83% |
$16.6K - $18.7K
|
762
$395K
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
42+ 6.17% |
$16.6K - $18.7K
|
723
$375K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
42+ 3.93% |
$16.6K - $18.7K
|
1.11K
$576K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
41+ 12.5% |
$16.2K - $18.3K
|
369
$191K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
41New |
$16.2K - $18.3K
|
41
$21.3K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
41+ 1.13% |
$16.2K - $18.3K
|
3.66K
$1.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
40+ 7.6% |
$15.9K - $17.9K
|
566
$294K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
40+ 5.17% |
$15.9K - $17.9K
|
813
$422K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
40+ 14.13% |
$15.9K - $17.9K
|
323
$168K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
39+ 5.9% |
$15.5K - $17.4K
|
700
$363K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
39+ 1.07% |
$15.5K - $17.4K
|
3.68K
$1.91M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
39+ 1.51% |
$15.5K - $17.4K
|
2.61K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
39+ 0.37% |
$15.5K - $17.4K
|
10.7K
$5.54M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
39+ 6.84% |
$15.5K - $17.4K
|
609
$316K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
38+ 1.14% |
$15.1K - $17K
|
3.38K
$1.75M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
37+ 1.28% |
$14.7K - $16.5K
|
2.93K
$1.52M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
37+ 3.8% |
$14.7K - $16.5K
|
1.01K
$524K
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.26% |
$14.3K - $16.1K
|
14.1K
$7.29M
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
BUY
|
- |
36+ 4.76% |
$14.3K - $16.1K
|
792
$411K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
35+ 3.49% |
$13.9K - $15.6K
|
1.04K
$538K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
33+ 4.11% |
$13.1K - $14.7K
|
835
$433K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
33+ 0.27% |
$13.1K - $14.7K
|
12.4K
$6.45M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
33+ 0.27% |
$13.1K - $14.7K
|
12.2K
$6.32M
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
33+ 3.85% |
$13.1K - $14.7K
|
891
$462K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
33+ 6.43% |
$13.1K - $14.7K
|
546
$283K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
33+ 5.07% |
$13.1K - $14.7K
|
684
$355K
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
32+ 0.7% |
$12.7K - $14.3K
|
4.63K
$2.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
31+ 0.17% |
$12.3K - $13.8K
|
18.2K
$9.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
30+ 1.65% |
$11.9K - $13.4K
|
1.85K
$958K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
30+ 5.15% |
$11.9K - $13.4K
|
613
$318K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
30+ 3.08% |
$11.9K - $13.4K
|
1.01K
$521K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
30+ 0.44% |
$11.9K - $13.4K
|
6.9K
$3.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
30+ 0.94% |
$11.9K - $13.4K
|
3.21K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
30+ 1.99% |
$11.9K - $13.4K
|
1.54K
$797K
|