Purchases and Sales Made in Q4 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 Q4 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
Feb 12, 2024 Q4 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
1.83K
New
$629K - $753K
1.83K $985K
Apr 11, 2024 Q4 2023
Strategic Planning Group, LLC

Bountiful, UT
BUY
 -
1.82K
New
$624K - $747K
1.82K $977K
Jan 19, 2024 Q4 2023
Chatham Capital Group, Inc.

BUY
 -
1.81K
+ 8.44%
$621K - $744K
23.2K $12.5M
Feb 09, 2024 Q4 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
1.81K
+ 8.94%
$621K - $744K
22K $11.9M
Apr 30, 2024 Q4 2023
Catalina Capital Group, LLC

Torrance, CA
BUY
 -
1.8K
New
$619K - $741K
1.8K $969K
Jan 16, 2024 Q4 2023
Sanchez Wealth Management Group

BUY
 -
1.8K
+ 5.45%
$617K - $739K
34.7K $18.7M
Feb 08, 2024 Q4 2023
Wmg Financial Advisors, LLC

BUY
 -
1.8K
+ 93.68%
$617K - $739K
3.71K $2M
Jan 10, 2024 Q4 2023
Clarity Wealth Advisors, LLC

BUY
 -
1.79K
+ 3.65%
$615K - $736K
50.8K $27.3M
Feb 12, 2024 Q4 2023
Hrc Wealth Management, LLC

Moscow, ID
BUY
 -
1.78K
New
$612K - $732K
1.78K $958K
Jan 11, 2024 Q4 2023
Intergy Private Wealth, LLC

BUY
 -
1.76K
+ 1.42%
$606K - $725K
125K $67.5M
Feb 13, 2024 Q4 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
1.75K
+ 65.38%
$600K - $719K
4.42K $2.38M
Jan 11, 2024 Q4 2023
Whittier Trust CO

BUY
 -
1.74K
+ 5.03%
$599K - $717K
36.3K $19.6M
Feb 13, 2025 Q4 2023
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
1.74K
+ 3.27%
$597K - $715K
54.9K $29.5M
Jan 25, 2024 Q4 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
1.73K
+ 2.28%
$595K - $712K
77.7K $41.8M
Feb 05, 2024 Q4 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
1.71K
+ 22.93%
$588K - $704K
9.17K $4.94M
Jan 12, 2024 Q4 2023
Monterey Private Wealth, Inc.

BUY
 -
1.7K
+ 16.92%
$584K - $700K
11.8K $6.32M
Jan 31, 2024 Q4 2023
Naples Money Management LLC

Naples, FL
BUY
 -
1.69K
New
$582K - $697K
1.69K $911K
Aug 13, 2024 Q4 2023
Correct Capital Wealth Management

Clayton, MO
BUY
 -
1.69K
New
$580K - $695K
1.69K $908K
Feb 14, 2024 Q4 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
1.69K
+ 5.96%
$579K - $694K
30K $16.1M
Jan 11, 2024 Q4 2023
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
1.68K
+ 3.59%
$578K - $692K
48.5K $26.1M
Feb 13, 2024 Q4 2023
Maia Wealth LLC

Denver, CO
BUY
 -
1.68K
New
$577K - $691K
1.68K $904K
Jan 12, 2024 Q4 2023
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
1.68K
New
$576K - $690K
1.68K $902K
Feb 08, 2024 Q4 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
1.66K
+ 77.22%
$571K - $684K
3.81K $2.05M
Feb 12, 2024 Q4 2023
Strategy Asset Managers LLC

BUY
 -
1.64K
+ 15.03%
$565K - $676K
12.6K $6.77M
Feb 12, 2024 Q4 2023
Destiny Capital Corp/Co

Golden, CO
BUY
 -
1.63K
+ 15.06%
$559K - $670K
12.4K $6.69M
Jan 22, 2024 Q4 2023
Durante & Waters, LLC

Brewster, NY
BUY
 -
1.6K
New
$550K - $658K
1.6K $861K
Feb 13, 2024 Q4 2023
Vantage Financial Partners Ltd., Inc.

BUY
 -
1.6K
+ 4.55%
$548K - $657K
36.6K $19.7M
Feb 05, 2024 Q4 2023
Savant Capital, LLC

BUY
 -
1.59K
+ 5.54%
$547K - $655K
30.3K $16.3M
Feb 05, 2024 Q4 2023
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
1.58K
+ 174.59%
$543K - $650K
2.49K $1.34M
Feb 05, 2024 Q4 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
1.56K
+ 213.82%
$537K - $643K
2.29K $1.23M
Feb 13, 2024 Q4 2023
Csenge Advisory Group

BUY
 -
1.56K
+ 1.26%
$536K - $642K
126K $67.7M
Feb 12, 2024 Q4 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
1.56K
+ 15.29%
$535K - $641K
11.8K $6.32M
Feb 08, 2024 Q4 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
1.55K
+ 5.96%
$533K - $638K
27.6K $14.8M
Feb 14, 2024 Q4 2023
Vienna Asset Management LLC

Cupertino, CA
BUY
 -
1.55K
+ 30.23%
$533K - $638K
6.68K $3.59M
Jan 23, 2024 Q4 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
1.53K
+ 54.36%
$527K - $631K
4.36K $2.34M
Feb 13, 2024 Q4 2023
360 Financial, Inc.

BUY
 -
1.53K
+ 6.27%
$527K - $631K
26K $14M
Jan 12, 2024 Q4 2023
David R. Rahn & Associates Inc.

BUY
 -
1.53K
+ 202.65%
$526K - $630K
2.29K $1.23M
Feb 14, 2024 Q4 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
1.53K
+ 6.44%
$524K - $628K
25.2K $13.6M
Feb 07, 2024 Q4 2023
Wealth Group LTD

Eden Prairie, MN
BUY
 -
1.52K
New
$522K - $625K
1.52K $817K
Feb 05, 2024 Q4 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
1.52K
+ 15.39%
$521K - $624K
11.4K $6.12M
Jan 31, 2024 Q4 2023
Riggs Asset Managment Co. Inc.

BUY
 -
1.51K
+ 17.23%
$517K - $619K
10.2K $5.51M
Feb 08, 2024 Q4 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
1.5K
+ 16.73%
$516K - $618K
10.5K $5.64M
Jan 26, 2024 Q4 2023
Gruss & Co., LLC

BUY
 -
1.5K
+ 37.5%
$515K - $617K
5.5K $2.96M
Feb 14, 2024 Q4 2023
Sassicaia Capital Advisers LLC

Jericho, NY
BUY
 -
1.5K
New
$515K - $617K
1.5K $807K
Jan 31, 2024 Q4 2023
Roman Butler Fullerton & CO

BUY
 -
1.5K
+ 24.67%
$514K - $616K
7.56K $4.07M
Jan 23, 2024 Q4 2023
Tsfg, LLC

BUY
 -
1.5K
+ 9.08%
$514K - $615K
18K $9.67M
Feb 08, 2024 Q4 2023
Independent Advisor Alliance

BUY
 -
1.49K
+ 85.26%
$511K - $611K
3.23K $1.74M
Jan 12, 2024 Q4 2023
Gps Wealth Strategies Group, LLC

BUY
 -
1.49K
+ 2.38%
$510K - $611K
63.9K $34.4M
Feb 14, 2024 Q4 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
1.49K
+ 3.29%
$510K - $611K
46.6K $25.1M

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