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 13, 2024 Q4 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
996
New
$342K - $410K
996 $537K
Feb 14, 2024 Q4 2023
Nwam LLC

Mercer Island, WA
BUY
 -
989
+ 1.49%
$340K - $407K
67.5K $36.4M
Feb 05, 2024 Q4 2023
Alpha Cubed Investments, LLC

BUY
 -
985
+ 3.98%
$339K - $405K
25.7K $13.9M
Jan 12, 2024 Q4 2023
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
984
+ 2.89%
$338K - $405K
35K $18.9M
Feb 09, 2024 Q4 2023
Waverton Investment Management LTD

BUY
 -
980
New
$337K - $403K
980 $529K
Feb 14, 2024 Q4 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
979
+ 2.69%
$336K - $403K
37.4K $20.2M
Jan 29, 2024 Q4 2023
Valeo Financial Advisors, LLC

BUY
 -
976
+ 2.31%
$335K - $402K
43.2K $23.3M
Feb 06, 2024 Q4 2023
Lincoln National Corp

BUY
 -
975
+ 0.86%
$335K - $401K
115K $61.8M
Feb 12, 2024 Q4 2023
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
974
New
$335K - $401K
974 $525K
Jan 29, 2024 Q4 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
972
New
$334K - $400K
972 $524K
Feb 14, 2024 Q4 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
961
+ 108.34%
$330K - $395K
1.85K $997K
Nov 18, 2024 Q4 2023
Valued Retirements, Inc.

Houston, TX
BUY
 -
957
+ 9.73%
$329K - $394K
10.8K $5.82M
Jan 25, 2024 Q4 2023
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
940
+ 74.31%
$323K - $387K
2.21K $1.19M
Feb 01, 2024 Q4 2023
Townsend Asset Management Corp

BUY
 -
938
+ 2.52%
$322K - $386K
38.2K $20.6M
Jan 29, 2024 Q4 2023
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
937
+ 59.49%
$322K - $386K
2.51K $1.35M
Feb 12, 2024 Q4 2023
Mn Wealth Advisors, LLC

Overland Park, KS
BUY
 -
934
New
$321K - $384K
934 $504K
Jan 05, 2024 Q4 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
927
New
$319K - $381K
927 $500K
Feb 09, 2024 Q4 2023
Second Line Capital, LLC

Metairie, LA
BUY
 -
927
New
$319K - $381K
927 $500K
Jan 30, 2024 Q4 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
922
+ 36.17%
$317K - $379K
3.47K $1.87M
Jan 26, 2024 Q4 2023
Jmac Enterprises LLC

BUY
 -
915
+ 1.39%
$314K - $377K
66.8K $36M
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
914
+ 38.98%
$314K - $376K
3.26K $1.76M
Jan 23, 2024 Q4 2023
Aj Advisors, LLC

Nashville, TN
BUY
 -
904
+ 2.34%
$311K - $372K
39.5K $21.3M
Feb 14, 2024 Q4 2023
Greystone Financial Group, LLC

BUY
 -
900
+ 60.4%
$309K - $370K
2.39K $1.29M
Feb 13, 2024 Q4 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
899
+ 151.86%
$309K - $370K
1.49K $804K
Feb 14, 2024 Q4 2023
Long Island Wealth Management, Inc.

Melville, NY
BUY
 -
899
New
$309K - $370K
899 $485K
Feb 07, 2024 Q4 2023
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
898
+ 6.05%
$309K - $370K
15.7K $8.49M
Jan 09, 2024 Q4 2023
Howard Financial Services, Ltd.

BUY
 -
896
+ 5.43%
$308K - $369K
17.4K $9.38M
Jan 09, 2024 Q4 2023
Benson Investment Management Company, Inc.

BUY
 -
895
New
$308K - $368K
895 $483K
Feb 12, 2024 Q4 2023
Eaton Financial Holdings Company, LLC

Coral Springs, FL
BUY
 -
891
+ 7.66%
$306K - $367K
12.5K $6.76M
Jan 10, 2024 Q4 2023
City Holding CO

BUY
 -
890
+ 29.82%
$306K - $366K
3.88K $2.09M
Jan 10, 2024 Q4 2023
New England Professional Planning Group Inc.

BUY
 -
888
New
$305K - $365K
888 $479K
Feb 08, 2024 Q4 2023
True Wealth Advisors, LLC

BUY
 -
885
+ 4.99%
$304K - $364K
18.6K $10M
Feb 08, 2024 Q4 2023
Novare Capital Management LLC

BUY
 -
880
+ 58.74%
$302K - $362K
2.38K $1.28M
Feb 09, 2024 Q4 2023
Berkeley Capital Partners, LLC

BUY
 -
880
+ 4.65%
$302K - $362K
19.8K $10.7M
Feb 13, 2024 Q4 2023
Fin Trust Capital Advisors, LLC

BUY
 -
861
+ 205.98%
$296K - $354K
1.28K $690K
Feb 01, 2024 Q4 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
859
+ 12.22%
$295K - $353K
7.89K $4.25M
Feb 05, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
858
New
$295K - $353K
858 $463K
Feb 12, 2024 Q4 2023
Mattern Wealth Management LLC

BUY
 -
858
+ 21.61%
$295K - $353K
4.83K $2.6M
Feb 12, 2024 Q4 2023
Gridiron Partners, LLC

Wexford, PA
BUY
 -
858
New
$295K - $353K
858 $463K
Jan 24, 2024 Q4 2023
Massachusetts Wealth Management

North Andover, MA
BUY
 -
855
+ 25.19%
$294K - $352K
4.25K $2.29M
Feb 08, 2024 Q4 2023
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
849
+ 16.21%
$292K - $349K
6.09K $3.28M
Jan 08, 2024 Q4 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
848
+ 1.68%
$291K - $349K
51.3K $27.7M
May 07, 2024 Q4 2023
Koa Wealth Management, LLC

Encinitas, CA
BUY
 -
848
New
$291K - $349K
848 $457K
Jan 26, 2024 Q4 2023
Harbor Investment Advisory, LLC

BUY
 -
846
+ 22.54%
$291K - $348K
4.6K $2.48M
Jan 26, 2024 Q4 2023
White Pine Investment CO

BUY
 -
845
+ 8.89%
$290K - $348K
10.3K $5.58M
Jan 23, 2024 Q4 2023
Kg&L Capital Management,Llc

BUY
 -
843
+ 53.09%
$290K - $347K
2.43K $1.31M
Feb 07, 2024 Q4 2023
Fortune 45 LLC

BUY
 -
841
+ 1.36%
$289K - $346K
62.9K $33.9M
Feb 14, 2024 Q4 2023
Canopy Partners, LLC

Terrace Park, OH
BUY
 -
840
New
$289K - $346K
840 $453K
Jan 30, 2024 Q4 2023
Beam Wealth Advisors, Inc.

BUY
 -
833
+ 16.49%
$286K - $343K
5.89K $3.17M

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