Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (QQQJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQJ) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
89+ 0.95% |
$2.3K - $2.58K
|
9.47K
$309K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
72+ 6.41% |
$1.86K - $2.09K
|
1.2K
$39.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
70New |
$1.81K - $2.03K
|
70
$2.29K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
40+ 66.67% |
$1.03K - $1.16K
|
100
$3.27K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
36+ 0.39% |
$929 - $1.04K
|
9.3K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
31New |
$800 - $898
|
31
$1.01K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
11+ 0.93% |
$284 - $319
|
1.2K
$39.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10New |
$258 - $290
|
10
$327
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.21% |
$51.6 - $57.9
|
969
$31.6K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.13% |
$51.6 - $57.9
|
1.52K
$49.6K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.63% |
$25.8 - $29
|
160
$5.23K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.17% |
$25.8 - $29
|
604
$19.7K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.27% |
$25.8 - $29
|
373
$12.2K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.64% |
$25.8 - $29
|
157
$5.13K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.41% |
$25.8 - $29
|
244
$7.97K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-60- 58.82% |
$1.55K - $1.74K
|
42
$1.37K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-81- 0.76% |
$2.09K - $2.35K
|
10.6K
$347K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-90- 6.12% |
$2.32K - $2.61K
|
1.38K
$45.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-138- 11.32% |
$3.56K - $4K
|
1.08K
$35.3K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-170- 2.1% |
$4.39K - $4.92K
|
7.93K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-185- 0.43% |
$4.77K - $5.36K
|
43.2K
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-188- 57.67% |
$4.85K - $5.44K
|
138
$4.51K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-200- 22.22% |
$5.16K - $5.79K
|
700
$22.9K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-272- 0.44% |
$7.02K - $7.88K
|
61.7K
$2.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-300- 1.36% |
$7.74K - $8.69K
|
21.8K
$711K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-307- 0.69% |
$7.92K - $8.89K
|
44.3K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-399- 1.6% |
$10.3K - $11.6K
|
24.5K
$800K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-605- 10.27% |
$15.6K - $17.5K
|
5.29K
$173K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-620- 5.5% |
$16K - $18K
|
10.7K
$348K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-626- 20.67% |
$16.2K - $18.1K
|
2.4K
$78.4K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-655- 5.26% |
$16.9K - $19K
|
11.8K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-683- 2.12% |
$17.6K - $19.8K
|
31.5K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-892- 1.39% |
$23K - $25.8K
|
63.5K
$2.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-949- 8.89% |
$24.5K - $27.5K
|
9.73K
$318K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-986- 20.86% |
$25.4K - $28.6K
|
3.74K
$122K
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.02K- 8.45% |
$26.3K - $29.5K
|
11K
$361K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.05K- 11.39% |
$27.1K - $30.4K
|
8.16K
$267K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.08K- 7.51% |
$27.9K - $31.3K
|
13.3K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.1K- 6.15% |
$28.3K - $31.8K
|
16.8K
$548K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.11K- 8.45% |
$28.7K - $32.2K
|
12K
$393K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.24K- 3.17% |
$32K - $36K
|
38K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.25K- 10.42% |
$32.3K - $36.2K
|
10.7K
$351K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.26K- 1.0% |
$32.5K - $36.5K
|
124K
$4.07M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.67K- 5.24% |
$43.2K - $48.5K
|
30.3K
$989K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.73K- 28.44% |
$44.7K - $50.2K
|
4.36K
$142K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.16K- 9.18% |
$55.7K - $62.6K
|
21.4K
$698K
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-2.19K- 0.84% |
$56.6K - $63.5K
|
257K
$8.4M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.23K- 3.38% |
$57.6K - $64.7K
|
63.9K
$2.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.58K- 4.48% |
$66.4K - $74.6K
|
54.8K
$1.79M
|