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 30, 2023 Q3 2023
Goldstream Capital Management LTD

BUY
 -
300
+ 5.45%
$106K - $116K
5.8K $3.07M
Feb 02, 2024 Q3 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
299
+ 1.1%
$106K - $115K
27.6K $14.6M
Nov 07, 2023 Q3 2023
Patron Partners, LLC

BUY
 -
297
+ 12.45%
$105K - $115K
2.68K $1.42M
Oct 13, 2023 Q3 2023
Nvest Financial, LLC

BUY
 -
293
+ 6.79%
$104K - $113K
4.61K $2.44M
Oct 19, 2023 Q3 2023
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
293
+ 5.09%
$104K - $113K
6.04K $3.2M
Oct 11, 2023 Q3 2023
Grassi Investment Management

BUY
 -
291
+ 2.68%
$103K - $112K
11.1K $5.89M
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
291
+ 35.27%
$103K - $112K
1.12K $591K
Nov 13, 2023 Q3 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
290
+ 90.63%
$103K - $112K
610 $323K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
287
+ 9.39%
$102K - $111K
3.34K $1.77M
Oct 23, 2023 Q3 2023
Financial Management Network Inc

BUY
 -
287
+ 4.22%
$102K - $111K
7.09K $3.75M
Oct 27, 2023 Q3 2023
Sanchez Wealth Management Group

BUY
 -
286
+ 0.88%
$101K - $110K
32.9K $17.4M
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
286
+ 54.27%
$101K - $110K
813 $430K
Nov 09, 2023 Q3 2023
Strategy Asset Managers LLC

BUY
 -
278
+ 2.61%
$98.5K - $107K
10.9K $5.78M
Oct 05, 2023 Q3 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
277
+ 3.88%
$98.1K - $107K
7.41K $3.92M
Oct 17, 2023 Q3 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
273
+ 7.95%
$96.7K - $105K
3.71K $1.96M
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
273
+ 14.04%
$96.7K - $105K
2.22K $1.17M
Nov 13, 2023 Q3 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
273
+ 19.87%
$96.7K - $105K
1.65K $872K
Nov 17, 2023 Q3 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
273
+ 1.17%
$96.7K - $105K
23.5K $12.4M
Oct 17, 2023 Q3 2023
Atlas Brown,Inc.

BUY
 -
270
+ 9.74%
$95.6K - $104K
3.04K $1.61M
Nov 13, 2023 Q3 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
270
New
$95.6K - $104K
270 $143K
Oct 16, 2023 Q3 2023
Wood Trust Financial Corp

BUY
 -
268
+ 14.81%
$94.9K - $103K
2.08K $1.1M
Oct 10, 2023 Q3 2023
Maple Capital Management, Inc.

BUY
 -
266
+ 15.73%
$94.2K - $103K
1.96K $1.04M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
266
+ 1.25%
$94.2K - $103K
21.5K $11.4M
Oct 12, 2023 Q3 2023
Oxler Private Wealth LLC

New York, NY
BUY
 -
264
+ 0.51%
$93.5K - $102K
51.6K $27.3M
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
262
+ 4.94%
$92.8K - $101K
5.56K $2.94M
Oct 31, 2023 Q3 2023
Selway Asset Management

Boise, ID
BUY
 -
261
New
$92.4K - $101K
261 $138K
Oct 10, 2023 Q3 2023
Magnolia Capital Management LTD

BUY
 -
260
+ 0.66%
$92.1K - $100K
39.8K $21.1M
Oct 10, 2023 Q3 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
257
+ 20.33%
$91K - $99.1K
1.52K $805K
Oct 10, 2023 Q3 2023
Founders Capital Management

BUY
 -
256
+ 0.82%
$90.7K - $98.7K
31.3K $16.6M
Nov 15, 2023 Q3 2023
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
256
+ 5.14%
$90.7K - $98.7K
5.24K $2.77M
Oct 10, 2023 Q3 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
253
+ 7.8%
$89.6K - $97.6K
3.5K $1.85M
Nov 03, 2023 Q3 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
253
+ 0.94%
$89.6K - $97.6K
27.2K $14.4M
Oct 18, 2023 Q3 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
251
+ 45.31%
$88.9K - $96.8K
805 $426K
Nov 14, 2023 Q3 2023
Coastal Bridge Advisors, LLC

BUY
 -
250
+ 25.61%
$88.6K - $96.4K
1.23K $649K
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
243
+ 2.86%
$86.1K - $93.7K
8.75K $4.63M
Nov 08, 2023 Q3 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
241
+ 1.29%
$85.4K - $93K
19K $10M
Nov 14, 2023 Q3 2023
Berkeley Capital Partners, LLC

BUY
 -
240
+ 1.28%
$85K - $92.6K
18.9K $10M
Nov 14, 2023 Q3 2023
Georgetown University

Washington, DC
BUY
 -
239
+ 0.13%
$84.7K - $92.2K
182K $96.5M
Nov 14, 2023 Q3 2023
First Business Financial Services, Inc.

BUY
 -
238
+ 36.23%
$84.3K - $91.8K
895 $474K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
237
+ 1.3%
$83.9K - $91.4K
18.4K $9.76M
Oct 31, 2023 Q3 2023
Tempus Wealth Planning, LLC

BUY
 -
237
+ 3.18%
$83.9K - $91.4K
7.7K $4.08M
Nov 07, 2023 Q3 2023
Adell Harriman & Carpenter Inc

BUY
 -
237
+ 35.11%
$83.9K - $91.4K
912 $483K
Oct 16, 2023 Q3 2023
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
236
+ 4.97%
$83.6K - $91K
4.98K $2.64M
Nov 15, 2023 Q3 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
235
+ 6.42%
$83.2K - $90.6K
3.89K $2.06M
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
234
+ 5.28%
$82.9K - $90.3K
4.66K $2.47M
Oct 24, 2023 Q3 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
233
+ 11.01%
$82.5K - $89.9K
2.35K $1.24M
Oct 24, 2023 Q3 2023
Drake & Associates, LLC

Waukesha, WI
BUY
 -
232
+ 1.29%
$82.2K - $89.5K
18.2K $9.63M
Jan 12, 2024 Q3 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
229
+ 22.76%
$81.1K - $88.3K
1.24K $654K
Nov 01, 2023 Q3 2023
Baron Wealth Management LLC

Troy, MI
BUY
 -
227
+ 9.14%
$80.4K - $87.6K
2.71K $1.43M

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