Purchases and Sales Made in Q3 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 Q3 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
Oct 31, 2023 Q3 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
378
+ 15.47%
$134K - $146K
2.82K $1.48M
Nov 09, 2023 Q3 2023
Wespac Advisors So Cal, LLC

BUY
 -
375
+ 32.81%
$133K - $145K
1.52K $794K
Oct 10, 2023 Q3 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
374
+ 2.99%
$132K - $144K
12.9K $6.73M
Nov 14, 2023 Q3 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
373
+ 3.86%
$132K - $144K
10K $5.25M
Oct 11, 2023 Q3 2023
Chemistry Wealth Management LLC

New York, NY
BUY
 -
371
+ 21.38%
$131K - $143K
2.11K $1.1M
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
366
+ 126.21%
$130K - $141K
656 $343K
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
362
+ 21.16%
$128K - $140K
2.07K $1.08M
Oct 24, 2023 Q3 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
360
+ 2.96%
$128K - $139K
12.5K $6.55M
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
359
+ 51.29%
$127K - $138K
1.06K $554K
Oct 12, 2023 Q3 2023
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
357
+ 45.48%
$126K - $138K
1.14K $597K
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

BUY
 -
355
+ 11.22%
$126K - $137K
3.52K $1.84M
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
352
+ 2.43%
$125K - $136K
14.9K $7.77M
Nov 08, 2023 Q3 2023
Kilter Howling LLC

Boulder, CO
BUY
 -
350
+ 1.39%
$124K - $135K
25.6K $13.4M
Oct 23, 2023 Q3 2023
Private Ocean, LLC

BUY
 -
349
+ 17.74%
$124K - $135K
2.32K $1.21M
Oct 10, 2023 Q3 2023
Outlook Wealth Advisors, LLC

BUY
 -
348
+ 1.7%
$123K - $134K
20.8K $10.9M
Oct 19, 2023 Q3 2023
Kg&L Capital Management,Llc

BUY
 -
347
+ 27.96%
$123K - $134K
1.59K $831K
Oct 10, 2023 Q3 2023
Uma Financial Services, Inc.

BUY
 -
346
+ 10.68%
$123K - $133K
3.59K $1.88M
Oct 13, 2023 Q3 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
345
+ 16.55%
$122K - $133K
2.43K $1.27M
Oct 30, 2023 Q3 2023
Marino, Stram & Associates LLC

BUY
 -
340
+ 4.17%
$120K - $131K
8.49K $4.44M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
340
New
$120K - $131K
340 $178K
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
335
+ 2.91%
$119K - $129K
11.8K $6.19M
Oct 18, 2023 Q3 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
333
+ 42.42%
$118K - $128K
1.12K $585K
Nov 06, 2023 Q3 2023
Cresta Advisors, Ltd.

Laredo, TX
BUY
 -
332
+ 1.7%
$118K - $128K
19.9K $10.4M
May 28, 2024 Q3 2023
Integrated Investment Consultants, LLC

BUY
 -
330
+ 3.71%
$117K - $127K
9.23K $4.83M
Oct 23, 2023 Q3 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
329
+ 7.97%
$117K - $127K
4.46K $2.33M
Nov 13, 2023 Q3 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
328
+ 9.56%
$116K - $127K
3.76K $1.97M
Nov 13, 2023 Q3 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
323
+ 25.53%
$114K - $125K
1.59K $831K
Nov 03, 2023 Q3 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
322
New
$114K - $124K
322 $168K
Nov 02, 2023 Q3 2023
Diversified, LLC

BUY
 -
321
+ 9.99%
$114K - $124K
3.54K $1.85M
Oct 25, 2023 Q3 2023
Oak Harvest Investment Services

BUY
 -
320
+ 23.74%
$113K - $123K
1.67K $872K
Nov 08, 2023 Q3 2023
Northeast Investment Management

BUY
 -
319
+ 15.29%
$113K - $123K
2.41K $1.26M
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
319
New
$113K - $123K
319 $167K
Oct 24, 2023 Q3 2023
First United Bank & Trust

BUY
 -
318
+ 0.82%
$113K - $123K
39K $20.4M
Oct 10, 2023 Q3 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
314
+ 37.12%
$111K - $121K
1.16K $607K
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
312
+ 9.37%
$111K - $120K
3.64K $1.9M
Nov 06, 2023 Q3 2023
Evolution Wealth Advisors, LLC

BUY
 -
312
+ 1.31%
$111K - $120K
24.2K $12.6M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
310
+ 0.93%
$110K - $120K
33.8K $17.7M
Nov 13, 2023 Q3 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
310
+ 10.51%
$110K - $120K
3.26K $1.7M
Oct 23, 2023 Q3 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
307
+ 39.87%
$109K - $118K
1.08K $563K
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
307
+ 1.63%
$109K - $118K
19.1K $9.99M
Oct 19, 2023 Q3 2023
Grimes & Company, Inc.

BUY
 -
305
+ 6.49%
$108K - $118K
5.01K $2.62M
Oct 12, 2023 Q3 2023
Bcs Wealth Management

BUY
 -
304
+ 3.32%
$108K - $117K
9.47K $4.95M
Oct 24, 2023 Q3 2023
Capital Advisors Inc

BUY
 -
304
+ 3.32%
$108K - $117K
9.45K $4.94M
Oct 24, 2023 Q3 2023
Beacon Financial Planning, Inc

Hyannis, MA
BUY
 -
304
+ 0.72%
$108K - $117K
42.7K $22.3M
Oct 13, 2023 Q3 2023
Cypress Wealth Services, LLC

BUY
 -
303
+ 5.15%
$107K - $117K
6.19K $3.24M
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
301
+ 73.24%
$107K - $116K
712 $372K
Nov 03, 2023 Q3 2023
Fortis Capital Management LLC

BUY
 -
301
+ 5.92%
$107K - $116K
5.38K $2.82M
Nov 14, 2023 Q3 2023
Royal Capital Wealth Management, LLC

Carmel, IN
BUY
 -
301
+ 5.59%
$107K - $116K
5.69K $2.97M
Oct 30, 2023 Q3 2023
Goldstream Capital Management LTD

BUY
 -
300
+ 5.45%
$106K - $116K
5.8K $3.03M

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