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
Primoris Wealth Advisors, LLC

BUY
 -
25
+ 3.73%
$8.86K - $9.64K
696 $394K
Nov 09, 2023 Q3 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
25
+ 1.47%
$8.86K - $9.64K
1.72K $973K
Nov 28, 2023 Q3 2023
Ima Wealth, Inc.

Wichita, KS
BUY
 -
25
+ 1.31%
$8.86K - $9.64K
1.94K $1.1M
Oct 27, 2023 Q3 2023
Smith, Salley & Associates

BUY
 -
23
+ 1.96%
$8.15K - $8.87K
1.2K $677K
Nov 13, 2023 Q3 2023
Meridian Wealth Advisors, LLC

BUY
 -
23
+ 1.41%
$8.15K - $8.87K
1.65K $933K
Oct 10, 2023 Q3 2023
West Financial Advisors, LLC

BUY
 -
22
+ 0.19%
$7.79K - $8.49K
11.6K $6.57M
Nov 06, 2023 Q3 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
21
+ 0.54%
$7.44K - $8.1K
3.88K $2.19M
Nov 20, 2023 Q3 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
21
+ 2.16%
$7.44K - $8.1K
994 $562K
Oct 19, 2023 Q3 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
20
+ 1.15%
$7.08K - $7.71K
1.75K $992K
Oct 25, 2023 Q3 2023
Westhampton Capital, LLC

BUY
 -
20
+ 1.05%
$7.08K - $7.71K
1.92K $1.09M
Nov 14, 2023 Q3 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
20
+ 1.74%
$7.08K - $7.71K
1.17K $662K
Oct 26, 2023 Q3 2023
Osborne Partners Capital Management, LLC

BUY
 -
19
+ 0.7%
$6.73K - $7.33K
2.72K $1.54M
Nov 09, 2023 Q3 2023
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
19
+ 1.04%
$6.73K - $7.33K
1.84K $1.04M
Nov 14, 2023 Q3 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
19
+ 2.75%
$6.73K - $7.33K
710 $402K
Nov 14, 2023 Q3 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
19
+ 1.17%
$6.73K - $7.33K
1.65K $933K
Oct 17, 2023 Q3 2023
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
18
+ 0.06%
$6.38K - $6.94K
29.7K $16.8M
Oct 25, 2023 Q3 2023
Jackson Square Capital, LLC

BUY
 -
18
+ 1.07%
$6.38K - $6.94K
1.71K $964K
Oct 30, 2023 Q3 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
18
+ 0.54%
$6.38K - $6.94K
3.34K $1.89M
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
18
+ 0.01%
$6.38K - $6.94K
128K $72.6M
Nov 06, 2023 Q3 2023
Manchester Financial Inc

BUY
 -
18
+ 0.88%
$6.38K - $6.94K
2.05K $1.16M
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
18
+ 0.15%
$6.38K - $6.94K
12.1K $6.85M
Oct 19, 2023 Q3 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
17
+ 1.34%
$6.02K - $6.56K
1.29K $728K
Nov 07, 2023 Q3 2023
Aft, Forsyth & Company, Inc.

BUY
 -
17
+ 1.03%
$6.02K - $6.56K
1.67K $946K
Nov 14, 2023 Q3 2023
Peak Asset Management, LLC

Louisville, CO
BUY
 -
17
+ 0.21%
$6.02K - $6.56K
8.05K $4.55M
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
16
+ 72.73%
$5.67K - $6.17K
38 $21.5K
Oct 20, 2023 Q3 2023
Pds Planning, Inc

BUY
 -
16
+ 1.21%
$5.67K - $6.17K
1.34K $756K
Oct 23, 2023 Q3 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
16
+ 19.51%
$5.67K - $6.17K
98 $55.4K
Nov 02, 2023 Q3 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
16
+ 0.25%
$5.67K - $6.17K
6.53K $3.69M
Nov 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
16
New
$5.67K - $6.17K
16 $9.05K
Dec 06, 2023 Q3 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
16
+ 0.76%
$5.67K - $6.17K
2.12K $1.2M
Oct 10, 2023 Q3 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
15
+ 0.18%
$5.31K - $5.79K
8.15K $4.61M
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

BUY
 -
15
+ 0.89%
$5.31K - $5.79K
1.69K $956K
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
15
New
$5.31K - $5.79K
15 $8.48K
Nov 14, 2023 Q3 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
14
+ 0.98%
$4.96K - $5.4K
1.45K $818K
Oct 24, 2023 Q3 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
13
+ 1.07%
$4.6K - $5.01K
1.22K $692K
Nov 01, 2023 Q3 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
13
+ 0.09%
$4.6K - $5.01K
14.1K $7.95M
Nov 06, 2023 Q3 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
13
+ 1.49%
$4.6K - $5.01K
887 $502K
Nov 09, 2023 Q3 2023
Gould Capital, LLC

BUY
 -
13
+ 4.69%
$4.6K - $5.01K
290 $164K
Feb 09, 2024 Q3 2023
Cypress Asset Management Inc

Houston, TX
BUY
 -
13
+ 0.31%
$4.6K - $5.01K
4.2K $2.38M
Oct 10, 2023 Q3 2023
Dentgroup LLC

BUY
 -
12
+ 1.23%
$4.25K - $4.63K
984 $557K
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
12
+ 0.12%
$4.25K - $4.63K
9.8K $5.54M
Nov 01, 2023 Q3 2023
Pitti Group Wealth Management, LLC

BUY
 -
12
+ 0.84%
$4.25K - $4.63K
1.45K $820K
Nov 01, 2023 Q3 2023
Emfo, LLC

BUY
 -
12
+ 0.66%
$4.25K - $4.63K
1.83K $1.04M
Nov 01, 2023 Q3 2023
Synergy Financial Group, LTD

BUY
 -
12
+ 0.4%
$4.25K - $4.63K
3.03K $1.71M
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
12
+ 1.63%
$4.25K - $4.63K
750 $424K
Nov 03, 2023 Q3 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
12
+ 0.86%
$4.25K - $4.63K
1.4K $794K
Oct 24, 2023 Q3 2023
Hartford Financial Management Inc.

BUY
 -
11
+ 1.19%
$3.9K - $4.24K
934 $528K
Nov 07, 2023 Q3 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
11
+ 0.52%
$3.9K - $4.24K
2.13K $1.2M
Nov 09, 2023 Q3 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
11
+ 0.64%
$3.9K - $4.24K
1.74K $984K

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