Purchases and Sales Made in Q1 2024 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 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 25, 2024 Q1 2024
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
733
New
$290K - $327K
733 $344K
Apr 23, 2024 Q1 2024
Platte River Wealth Advisors, LLC

BUY
 -
732
+ 2.85%
$290K - $327K
26.4K $12.4M
May 10, 2024 Q1 2024
Kilter Howling LLC

Boulder, CO
BUY
 -
732
+ 1.89%
$290K - $327K
39.5K $18.5M
Apr 15, 2024 Q1 2024
Capital Investment Advisors, LLC

BUY
 -
725
+ 10.85%
$287K - $324K
7.41K $3.47M
Jun 11, 2024 Q1 2024
Ever Source Wealth Advisors, LLC

BUY
 -
722
+ 9.36%
$286K - $322K
8.44K $3.96M
May 13, 2024 Q1 2024
Aureus Asset Management, LLC

Boston, MA
BUY
 -
715
+ 133.15%
$283K - $319K
1.25K $587K
Apr 17, 2024 Q1 2024
Fifth Third Securities, Inc.

BUY
 -
714
+ 0.7%
$283K - $319K
103K $48.4M
Apr 25, 2024 Q1 2024
Oldfather Financial Services, LLC

BUY
 -
711
+ 91.62%
$282K - $317K
1.49K $697K
Apr 15, 2024 Q1 2024
Arkansas Financial Group, Inc.

BUY
 -
704
+ 2.34%
$279K - $314K
30.8K $14.5M
May 15, 2024 Q1 2024
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
703
+ 131.89%
$279K - $314K
1.24K $580K
Apr 30, 2024 Q1 2024
Outfitter Financial LLC

BUY
 -
699
New
$277K - $312K
699 $328K
May 15, 2024 Q1 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
698
New
$277K - $312K
698 $327K
May 07, 2024 Q1 2024
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
696
New
$276K - $311K
696 $326K
Apr 15, 2024 Q1 2024
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
691
+ 108.14%
$274K - $308K
1.33K $624K
May 07, 2024 Q1 2024
Addison Capital CO

BUY
 -
690
New
$273K - $308K
690 $324K
Apr 16, 2024 Q1 2024
Trust CO Of Virginia

BUY
 -
689
New
$273K - $308K
689 $323K
May 08, 2024 Q1 2024
Cypress Capital Group

BUY
 -
689
+ 3.2%
$273K - $308K
22.2K $10.4M
May 14, 2024 Q1 2024
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
685
+ 6.71%
$271K - $306K
10.9K $5.11M
Apr 09, 2024 Q1 2024
Destiny Wealth Partners, LLC

BUY
 -
682
+ 5.01%
$270K - $304K
14.3K $6.7M
May 07, 2024 Q1 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
681
+ 4.68%
$270K - $304K
15.2K $7.14M
Apr 25, 2024 Q1 2024
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
668
+ 42.77%
$265K - $298K
2.23K $1.05M
Apr 22, 2024 Q1 2024
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
662
New
$262K - $296K
662 $310K
Apr 16, 2024 Q1 2024
Atwater Malick LLC

BUY
 -
661
New
$262K - $295K
661 $310K
Apr 30, 2024 Q1 2024
Orba Wealth Advisors, L.L.C.

Chicago, IL
BUY
 -
659
+ 6.79%
$261K - $294K
10.4K $4.86M
May 01, 2024 Q1 2024
Prosperity Consulting Group, LLC

BUY
 -
655
+ 10.38%
$260K - $292K
6.96K $3.27M
May 14, 2024 Q1 2024
Rodgers Brothers Inc.

Harmony, PA
BUY
 -
655
New
$260K - $292K
655 $307K
May 08, 2024 Q1 2024
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
653
+ 1.42%
$259K - $291K
46.5K $21.8M
May 06, 2024 Q1 2024
Mystic Asset Management, Inc.

Warwick, RI
BUY
 -
651
+ 4.12%
$258K - $291K
16.5K $7.72M
May 09, 2024 Q1 2024
V2 Financial Group LLC

Naperville, IL
BUY
 -
650
New
$258K - $290K
650 $305K
Apr 10, 2024 Q1 2024
Legacy Financial Group LLC

BUY
 -
649
New
$257K - $290K
649 $304K
May 03, 2024 Q1 2024
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
649
+ 22.6%
$257K - $290K
3.52K $1.65M
May 20, 2024 Q1 2024
Emc Capital Management

Houston, TX
BUY
 -
646
+ 1.61%
$256K - $288K
40.8K $19.1M
May 15, 2024 Q1 2024
High Falls Advisors, Inc

Rochester, NY
BUY
 -
645
+ 6.85%
$256K - $288K
10.1K $4.72M
Apr 16, 2024 Q1 2024
Independence Bank Of Kentucky

BUY
 -
644
+ 46.46%
$255K - $287K
2.03K $952K
Apr 23, 2024 Q1 2024
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
642
New
$254K - $287K
642 $301K
Apr 30, 2024 Q1 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
641
+ 3.3%
$254K - $286K
20.1K $9.41M
May 15, 2024 Q1 2024
Xml Financial, LLC

BUY
 -
640
+ 9.58%
$254K - $286K
7.32K $3.43M
Apr 23, 2024 Q1 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
637
+ 1.51%
$252K - $284K
42.7K $20M
Apr 10, 2024 Q1 2024
Bcs Wealth Management

BUY
 -
633
+ 6.28%
$251K - $283K
10.7K $5.03M
May 13, 2024 Q1 2024
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
629
+ 16.24%
$249K - $281K
4.5K $2.11M
May 02, 2024 Q1 2024
Graypoint LLC

BUY
 -
628
+ 70.88%
$249K - $280K
1.51K $710K
May 02, 2024 Q1 2024
Adapt Wealth Advisors, LLC

Atlanta, GA
BUY
 -
627
New
$248K - $280K
627 $294K
Apr 08, 2024 Q1 2024
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
624
New
$247K - $279K
624 $293K
Apr 29, 2024 Q1 2024
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
624
New
$247K - $279K
624 $293K
Apr 17, 2024 Q1 2024
Pettinga Financial Advisors, LLC

BUY
 -
619
+ 4.3%
$245K - $276K
15K $7.03M
Apr 11, 2024 Q1 2024
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
618
+ 28.8%
$245K - $276K
2.76K $1.3M
Apr 17, 2024 Q1 2024
Seamount Financial Group Inc

Colorado Springs, CO
BUY
 -
617
+ 14.15%
$245K - $275K
4.98K $2.33M
May 10, 2024 Q1 2024
Clear Harbor Asset Management, LLC

BUY
 -
614
+ 144.13%
$243K - $274K
1.04K $488K
May 09, 2024 Q1 2024
Private Portfolio Partners LLC

BUY
 -
612
+ 4.91%
$243K - $273K
13.1K $6.13M

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