Purchases and Sales Made in Q3 2024 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 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 17, 2024 Q3 2024
Moulton Wealth Management, Inc

BUY
 -
731
New
$318K - $368K
731 $386K
Oct 03, 2024 Q3 2024
Private Client Services, LLC

Louisville, KY
BUY
 -
727
+ 13.01%
$316K - $366K
6.32K $3.33M
Oct 18, 2024 Q3 2024
Aa Financial Advisors, LLC

Columbus, OH
BUY
 -
727
+ 27.8%
$316K - $366K
3.34K $1.76M
Nov 08, 2024 Q3 2024
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
725
+ 17.77%
$315K - $365K
4.81K $2.54M
Nov 12, 2024 Q3 2024
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
723
+ 22.39%
$314K - $364K
3.95K $2.09M
Nov 12, 2024 Q3 2024
Sabal Trust CO

BUY
 -
722
New
$314K - $363K
722 $381K
Oct 31, 2024 Q3 2024
Lakeshore Financial Planning, Inc.

St. Clair Shores, MI
BUY
 -
721
+ 11.21%
$313K - $363K
7.16K $3.78M
Nov 14, 2024 Q3 2024
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
719
+ 22.97%
$313K - $362K
3.85K $2.03M
Nov 04, 2024 Q3 2024
Everhart Financial Group, Inc.

BUY
 -
718
+ 91.7%
$312K - $361K
1.5K $793K
Oct 11, 2024 Q3 2024
Adamsbrown Wealth Consultants LLC

BUY
 -
716
+ 15.74%
$311K - $360K
5.27K $2.78M
Oct 22, 2024 Q3 2024
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
708
+ 4.32%
$308K - $356K
17.1K $9.02M
Oct 31, 2024 Q3 2024
Bensler, LLC

Bellevue, WA
BUY
 -
708
+ 2.86%
$308K - $356K
25.5K $13.4M
Oct 31, 2024 Q3 2024
Spinnaker Trust

BUY
 -
703
+ 1.58%
$306K - $354K
45.2K $23.9M
Nov 13, 2024 Q3 2024
Northern Trust Corp

Chicago, IL
BUY
 -
703
+ 0.26%
$306K - $354K
272K $144M
Oct 15, 2024 Q3 2024
Penbrook Management LLC

BUY
 -
700
+ 46.82%
$304K - $352K
2.2K $1.16M
Oct 25, 2024 Q3 2024
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
700
+ 13.77%
$304K - $352K
5.78K $3.05M
Oct 25, 2024 Q3 2024
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
698
+ 4.9%
$303K - $351K
14.9K $7.89M
Nov 21, 2024 Q3 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
693
+ 1.64%
$301K - $349K
42.9K $22.6M
Nov 12, 2024 Q3 2024
Symphony Financial Services, Inc.

Akron, OH
BUY
 -
690
+ 13.8%
$300K - $347K
5.69K $3M
Oct 25, 2024 Q3 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
689
+ 0.97%
$300K - $347K
71.7K $37.8M
Nov 12, 2024 Q3 2024
Calamos Wealth Management LLC

BUY
 -
685
+ 15.53%
$298K - $345K
5.1K $2.69M
Nov 12, 2024 Q3 2024
Significant Wealth Partners LLC

Cary, IL
BUY
 -
685
+ 87.82%
$298K - $345K
1.47K $774K
Oct 30, 2024 Q3 2024
Capital Investment Advisory Services, LLC

BUY
 -
684
+ 4.34%
$297K - $344K
16.5K $8.69M
Nov 14, 2024 Q3 2024
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
682
+ 33.11%
$297K - $343K
2.74K $1.45M
Oct 23, 2024 Q3 2024
Signet Investment Advisory Group, Inc.

BUY
 -
681
New
$296K - $343K
681 $360K
Oct 18, 2024 Q3 2024
Trinity Wealth Management, LLC

BUY
 -
679
+ 1.89%
$295K - $342K
36.5K $19.3M
Oct 16, 2024 Q3 2024
Ballast, Inc.

BUY
 -
677
New
$294K - $341K
677 $357K
Nov 07, 2024 Q3 2024
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
677
New
$294K - $341K
677 $357K
Nov 12, 2024 Q3 2024
Wbi Investments, Inc.

BUY
 -
676
+ 10.25%
$294K - $340K
7.27K $3.84M
Oct 24, 2024 Q3 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
673
+ 10.29%
$293K - $338K
7.21K $3.81M
Oct 22, 2024 Q3 2024
Sol Capital Management CO

BUY
 -
670
+ 1.55%
$291K - $337K
43.8K $23.1M
Oct 29, 2024 Q3 2024
Optas, LLC

BUY
 -
667
New
$290K - $335K
667 $352K
Nov 07, 2024 Q3 2024
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
665
+ 14.98%
$289K - $334K
5.11K $2.7M
Oct 31, 2024 Q3 2024
Keybank National Association

BUY
 -
660
+ 2.14%
$287K - $332K
31.5K $16.6M
Nov 13, 2024 Q3 2024
Pinnacle Wealth Planning Services, Inc.

BUY
 -
660
+ 57.39%
$287K - $332K
1.81K $956K
Oct 15, 2024 Q3 2024
Von Borstel & Associates, Inc.

The Dalles, OR
BUY
 -
658
New
$286K - $331K
658 $347K
Oct 23, 2024 Q3 2024
Outlook Wealth Advisors, LLC

BUY
 -
657
+ 2.54%
$286K - $330K
26.5K $14M
Oct 10, 2024 Q3 2024
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
656
+ 6.32%
$285K - $330K
11K $5.83M
Nov 12, 2024 Q3 2024
Providence First Trust CO

BUY
 -
656
New
$285K - $330K
656 $346K
Oct 07, 2024 Q3 2024
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
655
+ 27.35%
$285K - $329K
3.05K $1.61M
Nov 04, 2024 Q3 2024
Facet Wealth, Inc.

BUY
 -
654
+ 37.39%
$284K - $329K
2.4K $1.27M
Oct 10, 2024 Q3 2024
Lion Street Advisors, LLC

BUY
 -
653
+ 4.13%
$284K - $328K
16.5K $8.7M
Nov 14, 2024 Q3 2024
Roberts Capital Advisors, LLC

Denver, CO
BUY
 -
645
New
$280K - $324K
645 $341K
Oct 15, 2024 Q3 2024
Safeguard Financial, LLC

BUY
 -
644
+ 24.84%
$280K - $324K
3.24K $1.71M
Oct 28, 2024 Q3 2024
Sensible Financial Planning & Management, Llc.

BUY
 -
644
New
$280K - $324K
644 $340K
Nov 12, 2024 Q3 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
643
+ 43.13%
$280K - $323K
2.13K $1.13M
Oct 24, 2024 Q3 2024
Clear Harbor Asset Management, LLC

BUY
 -
642
+ 59.39%
$279K - $323K
1.72K $910K
Nov 05, 2024 Q3 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
641
+ 6.49%
$279K - $322K
10.5K $5.55M
Oct 08, 2024 Q3 2024
Saxon Interests, Inc.

BUY
 -
640
+ 13.33%
$278K - $322K
5.44K $2.87M

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