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 23, 2023 Q3 2023
Financial Guidance Group, Inc.

BUY
 -
397
+ 1.8%
$141K - $153K
22.5K $13.1M
Oct 10, 2023 Q3 2023
Hoffman, Alan N Investment Management

BUY
 -
394
+ 44.47%
$140K - $152K
1.28K $743K
Oct 05, 2023 Q3 2023
Keystone Wealth Services, LLC

BUY
 -
393
+ 2.19%
$139K - $152K
18.3K $10.6M
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
383
+ 5.76%
$136K - $148K
7.03K $4.08M
Nov 06, 2023 Q3 2023
L.M. Kohn & Company

BUY
 -
383
+ 13.75%
$136K - $148K
3.17K $1.84M
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
383
+ 187.75%
$136K - $148K
587 $341K
Oct 10, 2023 Q3 2023
Farmers Trust CO

BUY
 -
379
+ 15.14%
$134K - $146K
2.88K $1.67M
Oct 31, 2023 Q3 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
378
+ 15.47%
$134K - $146K
2.82K $1.64M
Nov 09, 2023 Q3 2023
Wespac Advisors So Cal, LLC

BUY
 -
375
+ 32.81%
$133K - $145K
1.52K $881K
Oct 10, 2023 Q3 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
374
+ 2.99%
$132K - $144K
12.9K $7.47M
Oct 11, 2023 Q3 2023
Chemistry Wealth Management LLC

New York, NY
BUY
 -
371
+ 21.38%
$131K - $143K
2.11K $1.22M
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
366
+ 126.21%
$130K - $141K
656 $381K
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
362
+ 21.16%
$128K - $140K
2.07K $1.2M
Oct 24, 2023 Q3 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
360
+ 2.96%
$128K - $139K
12.5K $7.27M
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
359
+ 51.29%
$127K - $138K
1.06K $615K
Oct 12, 2023 Q3 2023
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
357
+ 45.48%
$126K - $138K
1.14K $663K
Nov 03, 2023 Q3 2023
N.E.W. Advisory Services LLC

BUY
 -
356
+ 7.41%
$126K - $137K
5.16K $2.99M
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

BUY
 -
355
+ 11.22%
$126K - $137K
3.52K $2.04M
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
352
+ 2.43%
$125K - $136K
14.9K $8.63M
Nov 08, 2023 Q3 2023
Kilter Howling LLC

Boulder, CO
BUY
 -
350
+ 1.39%
$124K - $135K
25.6K $14.8M
Oct 23, 2023 Q3 2023
Private Ocean, LLC

BUY
 -
349
+ 17.74%
$124K - $135K
2.32K $1.34M
Oct 10, 2023 Q3 2023
Outlook Wealth Advisors, LLC

BUY
 -
348
+ 1.7%
$123K - $134K
20.8K $12.1M
Oct 19, 2023 Q3 2023
Kg&L Capital Management,Llc

BUY
 -
347
+ 27.96%
$123K - $134K
1.59K $922K
Oct 10, 2023 Q3 2023
Uma Financial Services, Inc.

BUY
 -
346
+ 10.68%
$123K - $133K
3.59K $2.08M
Oct 13, 2023 Q3 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
345
+ 16.55%
$122K - $133K
2.43K $1.41M
Oct 30, 2023 Q3 2023
Marino, Stram & Associates LLC

BUY
 -
340
+ 4.17%
$120K - $131K
8.49K $4.93M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
340
New
$120K - $131K
340 $197K
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
335
+ 2.91%
$119K - $129K
11.8K $6.87M
Oct 18, 2023 Q3 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
333
+ 42.42%
$118K - $128K
1.12K $649K
Nov 06, 2023 Q3 2023
Cresta Advisors, Ltd.

Laredo, TX
BUY
 -
332
+ 1.7%
$118K - $128K
19.9K $11.5M
May 28, 2024 Q3 2023
Integrated Investment Consultants, LLC

BUY
 -
330
+ 3.71%
$117K - $127K
9.23K $5.36M
Oct 23, 2023 Q3 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
329
+ 7.97%
$117K - $127K
4.46K $2.59M
Nov 13, 2023 Q3 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
328
+ 9.56%
$116K - $127K
3.76K $2.18M
Nov 13, 2023 Q3 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
323
+ 25.53%
$114K - $125K
1.59K $922K
Nov 03, 2023 Q3 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
322
New
$114K - $124K
322 $187K
Nov 02, 2023 Q3 2023
Diversified, LLC

BUY
 -
321
+ 9.99%
$114K - $124K
3.54K $2.05M
Oct 25, 2023 Q3 2023
Oak Harvest Investment Services

BUY
 -
320
+ 23.74%
$113K - $123K
1.67K $968K
Nov 08, 2023 Q3 2023
Northeast Investment Management

BUY
 -
319
+ 15.29%
$113K - $123K
2.41K $1.4M
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
319
New
$113K - $123K
319 $185K
Oct 24, 2023 Q3 2023
First United Bank & Trust

BUY
 -
318
+ 0.82%
$113K - $123K
39K $22.7M
Oct 10, 2023 Q3 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
314
+ 37.12%
$111K - $121K
1.16K $673K
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
312
+ 9.37%
$111K - $120K
3.64K $2.11M
Nov 06, 2023 Q3 2023
Evolution Wealth Advisors, LLC

BUY
 -
312
+ 1.31%
$111K - $120K
24.2K $14M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
310
+ 0.93%
$110K - $120K
33.8K $19.6M
Nov 13, 2023 Q3 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
310
+ 10.51%
$110K - $120K
3.26K $1.89M
Oct 23, 2023 Q3 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
307
+ 39.87%
$109K - $118K
1.08K $625K
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
307
+ 1.63%
$109K - $118K
19.1K $11.1M
Oct 19, 2023 Q3 2023
Grimes & Company, Inc.

BUY
 -
305
+ 6.49%
$108K - $118K
5.01K $2.91M
Oct 12, 2023 Q3 2023
Bcs Wealth Management

BUY
 -
304
+ 3.32%
$108K - $117K
9.47K $5.5M

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