Purchases and Sales Made in Q3 2024 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
326+ 72.93% |
$142K - $164K
|
773
$391K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
326+ 39.18% |
$142K - $164K
|
1.16K
$586K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
325+ 0.56% |
$141K - $163K
|
58.6K
$29.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
325+ 4.02% |
$141K - $163K
|
8.42K
$4.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
323+ 4.66% |
$140K - $162K
|
7.26K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
323+ 6.24% |
$140K - $162K
|
5.5K
$2.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
320+ 8.5% |
$139K - $161K
|
4.09K
$2.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
319+ 0.14% |
$139K - $160K
|
225K
$114M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
316+ 1.69% |
$137K - $159K
|
19K
$9.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
316+ 63.97% |
$137K - $159K
|
810
$410K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
314+ 3.99% |
$137K - $158K
|
8.18K
$4.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
314+ 27.76% |
$137K - $158K
|
1.45K
$731K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
312+ 1.01% |
$136K - $157K
|
31.2K
$15.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
311+ 4.59% |
$135K - $156K
|
7.08K
$3.58M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
311+ 0.28% |
$135K - $156K
|
111K
$56.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
310+ 61.63% |
$135K - $156K
|
813
$411K
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
BUY
|
- |
309+ 4.95% |
$134K - $155K
|
6.55K
$3.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
309+ 18.11% |
$134K - $155K
|
2.02K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
309+ 36.92% |
$134K - $155K
|
1.15K
$580K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
308+ 1.65% |
$134K - $155K
|
19K
$9.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
307+ 7.38% |
$133K - $154K
|
4.47K
$2.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
306+ 2.87% |
$133K - $154K
|
11K
$5.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
306+ 0.91% |
$133K - $154K
|
33.9K
$17.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
305+ 10.62% |
$133K - $153K
|
3.18K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
305+ 45.52% |
$133K - $153K
|
975
$493K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
304+ 26.6% |
$132K - $153K
|
1.45K
$732K
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
304+ 53.81% |
$132K - $153K
|
869
$440K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
303+ 7.64% |
$132K - $152K
|
4.27K
$2.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
303+ 1.84% |
$132K - $152K
|
16.8K
$8.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
302New |
$131K - $152K
|
302
$153K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
300+ 36.14% |
$130K - $151K
|
1.13K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
298+ 0.16% |
$130K - $150K
|
184K
$92.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
297+ 8.93% |
$129K - $149K
|
3.62K
$1.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
296+ 18.57% |
$129K - $149K
|
1.89K
$956K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
295+ 0.64% |
$128K - $148K
|
46.5K
$23.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
294+ 5.57% |
$128K - $148K
|
5.57K
$2.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
293+ 4.37% |
$127K - $147K
|
7K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
292+ 1.76% |
$127K - $147K
|
16.9K
$8.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
290New |
$126K - $146K
|
290
$147K
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
290+ 2.03% |
$126K - $146K
|
14.6K
$7.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
288+ 24.26% |
$125K - $145K
|
1.48K
$746K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
286+ 1.22% |
$124K - $144K
|
23.8K
$12M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
285+ 0.84% |
$124K - $143K
|
34.1K
$17.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
280+ 4.31% |
$122K - $141K
|
6.78K
$3.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
BUY
|
- |
279+ 2.26% |
$121K - $140K
|
12.6K
$6.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
279+ 1.08% |
$121K - $140K
|
26.2K
$13.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
278+ 0.92% |
$121K - $140K
|
30.6K
$15.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
278+ 0.71% |
$121K - $140K
|
39.4K
$19.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
276+ 2.01% |
$120K - $139K
|
14K
$7.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
270+ 52.73% |
$117K - $136K
|
782
$396K
|