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
May 14, 2024 Q1 2024
Waters Parkerson & Co., LLC

BUY
 -
135
+ 2.72%
$53.5K - $60.3K
5.1K $2.58M
Apr 11, 2024 Q1 2024
Cadent Capital Advisors, LLC

BUY
 -
134
New
$53.1K - $59.8K
134 $67.7K
May 01, 2024 Q1 2024
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
134
+ 4.98%
$53.1K - $59.8K
2.83K $1.43M
Apr 17, 2024 Q1 2024
David R. Rahn & Associates Inc.

BUY
 -
133
+ 5.81%
$52.7K - $59.4K
2.42K $1.22M
May 02, 2024 Q1 2024
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
133
+ 2.28%
$52.7K - $59.4K
5.97K $3.02M
Apr 15, 2024 Q1 2024
Cic Wealth, LLC

Rockville, MD
BUY
 -
132
+ 1.11%
$52.3K - $58.9K
12.1K $6.09M
Apr 25, 2024 Q1 2024
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
131
+ 6.78%
$51.9K - $58.5K
2.06K $1.04M
May 15, 2024 Q1 2024
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
129
+ 0.78%
$51.1K - $57.6K
16.7K $8.42M
Apr 12, 2024 Q1 2024
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
127
+ 0.93%
$50.3K - $56.7K
13.8K $6.99M
Apr 11, 2024 Q1 2024
Benson Investment Management Company, Inc.

BUY
 -
125
+ 13.97%
$49.5K - $55.8K
1.02K $515K
Apr 05, 2024 Q1 2024
Davis Capital Management

Jacksonville, FL
BUY
 -
124
+ 20.84%
$49.1K - $55.4K
719 $363K
Apr 15, 2024 Q1 2024
Baugh & Associates, LLC

BUY
 -
124
+ 19.25%
$49.1K - $55.4K
768 $388K
May 07, 2024 Q1 2024
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
124
+ 0.24%
$49.1K - $55.4K
50.9K $25.7M
Apr 11, 2024 Q1 2024
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
123
+ 17.5%
$48.7K - $54.9K
826 $417K
May 07, 2024 Q1 2024
Facet Wealth, Inc.

BUY
 -
122
+ 7.35%
$48.3K - $54.5K
1.78K $900K
May 01, 2024 Q1 2024
Klingman & Associates, LLC

BUY
 -
120
+ 4.67%
$47.6K - $53.6K
2.69K $1.36M
May 06, 2024 Q1 2024
Valence8 Us LP

Cambridge, MA
BUY
 -
120
+ 0.18%
$47.6K - $53.6K
66.8K $33.7M
May 10, 2024 Q1 2024
Cullen/Frost Bankers, Inc.

BUY
 -
120
+ 0.89%
$47.6K - $53.6K
13.6K $6.85M
May 13, 2024 Q1 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
120
+ 800.0%
$47.6K - $53.6K
135 $68.2K
May 14, 2024 Q1 2024
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
119
+ 2.97%
$47.2K - $53.1K
4.13K $2.09M
May 15, 2024 Q1 2024
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
119
+ 5.37%
$47.2K - $53.1K
2.33K $1.18M
May 01, 2024 Q1 2024
Constant Guidance Financial LLC

Attleboro Falls, MA
BUY
 -
118
+ 9.25%
$46.8K - $52.7K
1.39K $704K
Apr 30, 2024 Q1 2024
Fortis Capital Management LLC

BUY
 -
117
+ 2.38%
$46.4K - $52.2K
5.02K $2.54M
Apr 15, 2024 Q1 2024
Wealth Alliance Advisory Group, LLC

BUY
 -
116
+ 12.93%
$46K - $51.8K
1.01K $512K
Apr 15, 2024 Q1 2024
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
116
+ 2.55%
$46K - $51.8K
4.66K $2.35M
May 03, 2024 Q1 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
116
+ 1.76%
$46K - $51.8K
6.72K $3.4M
May 13, 2024 Q1 2024
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
116
+ 0.33%
$46K - $51.8K
35.2K $17.8M
May 14, 2024 Q1 2024
Breed'S Hill Capital LLC

Charlestown, MA
BUY
 -
116
+ 4.35%
$46K - $51.8K
2.79K $1.41M
May 07, 2024 Q1 2024
49 Wealth Management, LLC

Austin, TX
BUY
 -
113
+ 3.35%
$44.8K - $50.4K
3.49K $1.76M
Apr 12, 2024 Q1 2024
Northwest Investment Counselors, LLC

BUY
 -
111
+ 5.01%
$44K - $49.5K
2.33K $1.18M
Apr 29, 2024 Q1 2024
Sonata Capital Group Inc

BUY
 -
111
+ 5.51%
$44K - $49.5K
2.13K $1.07M
Apr 15, 2024 Q1 2024
Future Financial Wealth Managment LLC

BUY
 -
110
+ 5.4%
$43.6K - $49.1K
2.15K $1.08M
May 13, 2024 Q1 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
110
+ 7.65%
$43.6K - $49.1K
1.55K $782K
Apr 12, 2024 Q1 2024
Riverview Trust CO

BUY
 -
109
New
$43.2K - $48.7K
109 $55.1K
Apr 24, 2024 Q1 2024
Telos Capital Management, Inc.

BUY
 -
109
+ 0.51%
$43.2K - $48.7K
21.5K $10.9M
May 08, 2024 Q1 2024
Wealthstream Advisors, Inc.

BUY
 -
109
+ 9.93%
$43.2K - $48.7K
1.21K $610K
May 14, 2024 Q1 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
109
+ 1.14%
$43.2K - $48.7K
9.66K $4.88M
Apr 08, 2024 Q1 2024
Atlas Brown,Inc.

BUY
 -
107
+ 3.15%
$42.4K - $47.8K
3.5K $1.77M
May 07, 2024 Q1 2024
Montz Harcus Wealth Management LLC

BUY
 -
106
+ 1.32%
$42K - $47.3K
8.15K $4.12M
Apr 05, 2024 Q1 2024
Summit Financial Group, Inc.

BUY
 -
105
+ 1.0%
$41.6K - $46.9K
10.6K $5.37M
May 14, 2024 Q1 2024
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
105
+ 2.11%
$41.6K - $46.9K
5.09K $2.57M
Apr 15, 2024 Q1 2024
S.A. Mason LLC

BUY
 -
104
+ 6.12%
$41.2K - $46.4K
1.8K $912K
Apr 25, 2024 Q1 2024
Valeo Financial Advisors, LLC

BUY
 -
104
+ 0.23%
$41.2K - $46.4K
44.8K $22.6M
Apr 30, 2024 Q1 2024
North Star Investment Management Corp.

Chicago, IL
BUY
 -
104
+ 0.51%
$41.2K - $46.4K
20.3K $10.3M
Apr 30, 2024 Q1 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
103
+ 0.52%
$40.8K - $46K
19.9K $10.1M
Apr 29, 2024 Q1 2024
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
102
+ 2.91%
$40.4K - $45.5K
3.61K $1.83M
Apr 10, 2024 Q1 2024
Wedmont Private Capital

BUY
 -
101
+ 0.56%
$40K - $45.1K
18K $9.09M
Apr 18, 2024 Q1 2024
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
101
+ 3.95%
$40K - $45.1K
2.66K $1.34M
Apr 17, 2024 Q1 2024
Baker Ellis Asset Management LLC

BUY
 -
100
+ 1.58%
$39.6K - $44.6K
6.43K $3.25M

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