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 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
41+ 0.56% |
$17.8K - $20.6K
|
7.42K
$3.92M
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
41+ 1.95% |
$17.8K - $20.6K
|
2.14K
$1.13M
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
40+ 0.71% |
$17.4K - $20.1K
|
5.71K
$3.02M
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
40+ 8.37% |
$17.4K - $20.1K
|
518
$273K
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
40+ 4.44% |
$17.4K - $20.1K
|
940
$496K
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
40New |
$17.4K - $20.1K
|
40
$21.1K
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
40+ 0.06% |
$17.4K - $20.1K
|
65.9K
$34.8M
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
40+ 8.6% |
$17.4K - $20.1K
|
505
$267K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
39+ 1.39% |
$17K - $19.6K
|
2.84K
$1.5M
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
39+ 8.61% |
$17K - $19.6K
|
492
$260K
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
39+ 1.28% |
$17K - $19.6K
|
3.09K
$1.63M
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
38+ 1.3% |
$16.5K - $19.1K
|
2.97K
$1.57M
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
38+ 13.92% |
$16.5K - $19.1K
|
311
$164K
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
38+ 1.76% |
$16.5K - $19.1K
|
2.19K
$1.16M
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
38+ 0.81% |
$16.5K - $19.1K
|
4.74K
$2.5M
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
37+ 1.81% |
$16.1K - $18.6K
|
2.09K
$1.1M
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
37+ 1.22% |
$16.1K - $18.6K
|
3.08K
$1.62M
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
36+ 0.95% |
$15.7K - $18.1K
|
3.83K
$2.02M
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
36New |
$15.7K - $18.1K
|
36
$19K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
36+ 2.29% |
$15.7K - $18.1K
|
1.61K
$848K
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
35+ 2.81% |
$15.2K - $17.6K
|
1.28K
$676K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
34+ 0.19% |
$14.8K - $17.1K
|
17.7K
$9.37M
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
34+ 4.91% |
$14.8K - $17.1K
|
726
$383K
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
33+ 5.07% |
$14.3K - $16.6K
|
684
$361K
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
33+ 0.31% |
$14.3K - $16.6K
|
10.7K
$5.65M
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
33+ 4.86% |
$14.3K - $16.6K
|
712
$376K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
32+ 0.63% |
$13.9K - $16.1K
|
5.14K
$2.71M
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
32New |
$13.9K - $16.1K
|
32
$16.9K
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
32+ 4.78% |
$13.9K - $16.1K
|
701
$370K
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
32+ 0.37% |
$13.9K - $16.1K
|
8.7K
$4.59M
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
32+ 1.61% |
$13.9K - $16.1K
|
2.02K
$1.07M
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
32+ 0.86% |
$13.9K - $16.1K
|
3.75K
$1.98M
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
31+ 1.78% |
$13.5K - $15.6K
|
1.77K
$933K
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
31+ 0.23% |
$13.5K - $15.6K
|
13.7K
$7.22M
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
30+ 4.53% |
$13K - $15.1K
|
692
$365K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
30+ 2.02% |
$13K - $15.1K
|
1.52K
$801K
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
30+ 0.42% |
$13K - $15.1K
|
7.14K
$3.77M
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
30+ 13.16% |
$13K - $15.1K
|
258
$136K
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
30+ 2.98% |
$13K - $15.1K
|
1.04K
$548K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
30New |
$13K - $15.1K
|
30
$15.8K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30+ 0.2% |
$13K - $15.1K
|
14.9K
$7.89M
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
30+ 6.06% |
$13K - $15.1K
|
525
$277K
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
29+ 2.24% |
$12.6K - $14.6K
|
1.32K
$697K
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
29+ 3.87% |
$12.6K - $14.6K
|
779
$411K
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
29+ 3.58% |
$12.6K - $14.6K
|
839
$443K
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
29+ 3.06% |
$12.6K - $14.6K
|
977
$516K
|
|
Oct 07, 2024
Q3 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
28+ 2.13% |
$12.2K - $14.1K
|
1.34K
$708K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
28+ 4.99% |
$12.2K - $14.1K
|
589
$311K
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
28+ 0.3% |
$12.2K - $14.1K
|
9.28K
$4.9M
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
28+ 1.77% |
$12.2K - $14.1K
|
1.61K
$851K
|