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 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
46+ 0.27% |
$20K - $23.1K
|
17.4K
$9.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
46+ 3.55% |
$20K - $23.1K
|
1.34K
$747K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
46+ 3.59% |
$20K - $23.1K
|
1.33K
$739K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
45+ 1.26% |
$19.6K - $22.6K
|
3.61K
$2.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
45+ 1.62% |
$19.6K - $22.6K
|
2.83K
$1.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
45+ 60.0% |
$19.6K - $22.6K
|
120
$66.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
45+ 2.42% |
$19.6K - $22.6K
|
1.9K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
44+ 0.28% |
$19.1K - $22.1K
|
15.7K
$8.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
44+ 1.38% |
$19.1K - $22.1K
|
3.24K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
44+ 5.71% |
$19.1K - $22.1K
|
814
$453K
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
44+ 2.94% |
$19.1K - $22.1K
|
1.54K
$857K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
44+ 2.23% |
$19.1K - $22.1K
|
2.02K
$1.12M
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
44+ 4.65% |
$19.1K - $22.1K
|
990
$551K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
43+ 2.19% |
$18.7K - $21.6K
|
2.01K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
42+ 5.36% |
$18.3K - $21.1K
|
825
$459K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
41+ 1.98% |
$17.8K - $20.6K
|
2.11K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
41+ 4.07% |
$17.8K - $20.6K
|
1.05K
$583K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
41+ 1.28% |
$17.8K - $20.6K
|
3.26K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
41+ 0.56% |
$17.8K - $20.6K
|
7.42K
$4.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
41+ 1.95% |
$17.8K - $20.6K
|
2.14K
$1.19M
|
|
|
Feb 13, 2025
Q3 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
41+ 2.67% |
$17.8K - $20.6K
|
1.58K
$878K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
40+ 0.71% |
$17.4K - $20.1K
|
5.71K
$3.18M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
40+ 8.37% |
$17.4K - $20.1K
|
518
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
40+ 4.44% |
$17.4K - $20.1K
|
940
$523K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
40New |
$17.4K - $20.1K
|
40
$22.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
40+ 0.06% |
$17.4K - $20.1K
|
65.9K
$36.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
40+ 8.6% |
$17.4K - $20.1K
|
505
$281K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
39+ 1.39% |
$17K - $19.6K
|
2.84K
$1.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
39+ 8.61% |
$17K - $19.6K
|
492
$274K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
39+ 1.28% |
$17K - $19.6K
|
3.09K
$1.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
38+ 1.3% |
$16.5K - $19.1K
|
2.97K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
38+ 13.92% |
$16.5K - $19.1K
|
311
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
38+ 1.76% |
$16.5K - $19.1K
|
2.19K
$1.22M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
38+ 0.81% |
$16.5K - $19.1K
|
4.74K
$2.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
37+ 1.81% |
$16.1K - $18.6K
|
2.09K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
37+ 1.22% |
$16.1K - $18.6K
|
3.08K
$1.71M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
36+ 0.95% |
$15.7K - $18.1K
|
3.83K
$2.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
36New |
$15.7K - $18.1K
|
36
$20K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
36+ 2.29% |
$15.7K - $18.1K
|
1.61K
$894K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
35+ 2.81% |
$15.2K - $17.6K
|
1.28K
$713K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
34+ 0.19% |
$14.8K - $17.1K
|
17.7K
$9.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
34+ 4.91% |
$14.8K - $17.1K
|
726
$404K
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
33+ 5.07% |
$14.3K - $16.6K
|
684
$380K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
33+ 0.31% |
$14.3K - $16.6K
|
10.7K
$5.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
33+ 4.86% |
$14.3K - $16.6K
|
712
$396K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
32+ 0.63% |
$13.9K - $16.1K
|
5.14K
$2.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
32New |
$13.9K - $16.1K
|
32
$17.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
32+ 4.78% |
$13.9K - $16.1K
|
701
$390K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
32+ 0.37% |
$13.9K - $16.1K
|
8.7K
$4.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
32+ 1.61% |
$13.9K - $16.1K
|
2.02K
$1.12M
|