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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
57+ 1.54% |
$24.8K - $28.7K
|
3.76K
$1.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
56+ 6.99% |
$24.3K - $28.2K
|
857
$451K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
56+ 1.9% |
$24.3K - $28.2K
|
3K
$1.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
56+ 3.51% |
$24.3K - $28.2K
|
1.65K
$869K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
56+ 2.31% |
$24.3K - $28.2K
|
2.48K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
55+ 0.03% |
$23.9K - $27.7K
|
208K
$109M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
54+ 6.61% |
$23.5K - $27.2K
|
871
$458K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
54+ 1.64% |
$23.5K - $27.2K
|
3.34K
$1.76M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
54+ 3.9% |
$23.5K - $27.2K
|
1.44K
$756K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
53+ 3.13% |
$23K - $26.7K
|
1.75K
$920K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
53+ 1.15% |
$23K - $26.7K
|
4.65K
$2.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
53+ 0.17% |
$23K - $26.7K
|
30.4K
$16M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
53+ 1.76% |
$23K - $26.7K
|
3.06K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
53+ 2.75% |
$23K - $26.7K
|
1.98K
$1.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
52+ 0.17% |
$22.6K - $26.2K
|
30.1K
$15.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
52+ 1.1% |
$22.6K - $26.2K
|
4.77K
$2.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
52+ 3.46% |
$22.6K - $26.2K
|
1.56K
$819K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
51+ 7.23% |
$22.2K - $25.7K
|
756
$398K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
51+ 1.79% |
$22.2K - $25.7K
|
2.91K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
51+ 0.66% |
$22.2K - $25.7K
|
7.77K
$4.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
50+ 1.96% |
$21.7K - $25.1K
|
2.61K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
50+ 0.12% |
$21.7K - $25.1K
|
40.1K
$21.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
50+ 9.92% |
$21.7K - $25.1K
|
554
$291K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
50New |
$21.7K - $25.1K
|
50
$26.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
50+ 4.57% |
$21.7K - $25.1K
|
1.14K
$602K
|
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
50+ 1.77% |
$21.7K - $25.1K
|
2.87K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
50+ 0.15% |
$21.7K - $25.1K
|
33.2K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
50+ 3.19% |
$21.7K - $25.1K
|
1.62K
$851K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
49+ 3.29% |
$21.3K - $24.6K
|
1.54K
$810K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
49+ 0.4% |
$21.3K - $24.6K
|
12.2K
$6.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
49+ 12.1% |
$21.3K - $24.6K
|
454
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
48+ 8.7% |
$20.9K - $24.1K
|
600
$316K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
47+ 1.09% |
$20.4K - $23.6K
|
4.35K
$2.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
47+ 2.22% |
$20.4K - $23.6K
|
2.16K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
47+ 6.76% |
$20.4K - $23.6K
|
742
$390K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
46+ 0.27% |
$20K - $23.1K
|
17.4K
$9.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
46+ 3.55% |
$20K - $23.1K
|
1.34K
$707K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
46+ 3.59% |
$20K - $23.1K
|
1.33K
$699K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
45+ 1.26% |
$19.6K - $22.6K
|
3.61K
$1.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
45+ 1.62% |
$19.6K - $22.6K
|
2.83K
$1.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
45+ 60.0% |
$19.6K - $22.6K
|
120
$63.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
45+ 2.42% |
$19.6K - $22.6K
|
1.9K
$1M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
44+ 0.28% |
$19.1K - $22.1K
|
15.7K
$8.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
44+ 1.38% |
$19.1K - $22.1K
|
3.24K
$1.7M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
44+ 5.71% |
$19.1K - $22.1K
|
814
$428K
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
44+ 2.94% |
$19.1K - $22.1K
|
1.54K
$810K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
44+ 2.23% |
$19.1K - $22.1K
|
2.02K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
43+ 2.19% |
$18.7K - $21.6K
|
2.01K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
42+ 5.36% |
$18.3K - $21.1K
|
825
$434K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
41+ 1.98% |
$17.8K - $20.6K
|
2.11K
$1.11M
|