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 09, 2024 Q4 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
400
+ 28.76%
$137K - $165K
1.79K $962K
Jan 29, 2024 Q4 2023
Wealth Effects LLC

BUY
 -
398
+ 12.27%
$137K - $164K
3.64K $1.96M
Feb 06, 2024 Q4 2023
Tci Wealth Advisors, Inc.

BUY
 -
395
+ 14.09%
$136K - $163K
3.2K $1.72M
Feb 08, 2024 Q4 2023
Lazard Freres Gestion S.A.S.

BUY
 -
394
+ 68.52%
$135K - $162K
969 $521K
Feb 13, 2024 Q4 2023
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
392
+ 2.85%
$135K - $161K
14.2K $7.61M
Feb 13, 2024 Q4 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
391
+ 1.42%
$134K - $161K
28K $15M
Feb 13, 2024 Q4 2023
Keybank National Association

BUY
 -
388
+ 1.17%
$133K - $160K
33.6K $18.1M
Feb 02, 2024 Q4 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
383
+ 9.09%
$132K - $158K
4.6K $2.47M
Jan 24, 2024 Q4 2023
Joel Isaacson & Co., LLC

BUY
 -
382
+ 2.3%
$131K - $157K
17K $9.12M
Jan 12, 2024 Q4 2023
Mc Guire Investment Group, LLC

BUY
 -
380
+ 3.63%
$131K - $156K
10.8K $5.83M
Jan 18, 2024 Q4 2023
Burns J W & CO Inc

BUY
 -
379
+ 0.82%
$130K - $156K
46.5K $25M
Jan 25, 2024 Q4 2023
Spectrum Wealth Advisory Group, LLC

BUY
 -
378
+ 0.57%
$130K - $156K
66.8K $35.9M
Feb 08, 2024 Q4 2023
Main Street Financial Solutions, LLC

BUY
 -
378
+ 3.84%
$130K - $156K
10.2K $5.49M
Feb 07, 2024 Q4 2023
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
377
+ 20.51%
$130K - $155K
2.22K $1.19M
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
376
+ 1.9%
$129K - $155K
20.2K $10.9M
Jan 25, 2024 Q4 2023
Wolff Financial Management LLC

BUY
 -
376
+ 11.32%
$129K - $155K
3.7K $1.99M
Apr 16, 2024 Q4 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
373
+ 4.87%
$128K - $153K
8.04K $4.32M
Jan 24, 2024 Q4 2023
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
369
+ 35.96%
$127K - $152K
1.4K $749K
Feb 05, 2024 Q4 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
368
+ 25.93%
$126K - $151K
1.79K $960K
Jan 31, 2024 Q4 2023
Lindbrook Capital, LLC

BUY
 -
366
+ 1.19%
$126K - $151K
31K $16.7M
Feb 07, 2024 Q4 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
366
+ 20.11%
$126K - $151K
2.19K $1.17M
Feb 08, 2024 Q4 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
366
+ 52.14%
$126K - $151K
1.07K $574K
Feb 06, 2024 Q4 2023
Avidian Wealth Solutions, LLC

BUY
 -
364
+ 8.65%
$125K - $150K
4.57K $2.46M
Feb 06, 2024 Q4 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
364
+ 8.99%
$125K - $150K
4.41K $2.37M
Jan 19, 2024 Q4 2023
Ironwood Financial, LLC

BUY
 -
363
+ 3.51%
$125K - $149K
10.7K $5.75M
Jan 31, 2024 Q4 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
359
+ 1.12%
$123K - $148K
32.3K $17.4M
Jan 05, 2024 Q4 2023
Apella Capital, LLC

BUY
 -
358
+ 12.08%
$123K - $147K
3.32K $1.78M
Jan 31, 2024 Q4 2023
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
358
+ 14.11%
$123K - $147K
2.9K $1.56M
Jan 17, 2024 Q4 2023
Pinnacle Wealth Management Group, Inc.

BUY
 -
357
+ 2.62%
$123K - $147K
14K $7.5M
Feb 06, 2024 Q4 2023
Bare Financial Services, Inc

Gap, PA
BUY
 -
356
New
$122K - $146K
356 $191K
Feb 14, 2024 Q4 2023
Private Capital Management, LLC

Naples, FL
BUY
 -
356
+ 20.58%
$122K - $146K
2.09K $1.12M
Jan 22, 2024 Q4 2023
Oxinas Partners Wealth Management LLC

BUY
 -
355
+ 3.38%
$122K - $146K
10.9K $5.84M
Jan 30, 2024 Q4 2023
Mackenzie Financial Corp

Toronto Ontario, A6
BUY
 -
355
+ 0.29%
$122K - $146K
123K $66M
Jan 18, 2024 Q4 2023
Atlas Brown,Inc.

BUY
 -
352
+ 11.58%
$121K - $145K
3.39K $1.82M
Feb 14, 2024 Q4 2023
Chicago Wealth Management, Inc.

Chicago, IL
BUY
 -
352
+ 2.67%
$121K - $145K
13.6K $7.28M
Jan 10, 2024 Q4 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
350
+ 4.72%
$120K - $144K
7.76K $4.17M
Feb 09, 2024 Q4 2023
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
349
+ 53.36%
$120K - $144K
1K $539K
Oct 01, 2024 Q4 2023
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
348
New
$120K - $143K
348 $187K
Feb 13, 2024 Q4 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
347
+ 20.03%
$119K - $143K
2.08K $1.12M
May 14, 2024 Q4 2023
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
BUY
 -
345
New
$119K - $142K
345 $185K
Feb 07, 2024 Q4 2023
Private Portfolio Partners LLC

BUY
 -
344
+ 2.84%
$118K - $142K
12.5K $6.69M
Feb 09, 2024 Q4 2023
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
344
+ 7.42%
$118K - $142K
4.98K $2.68M
Feb 13, 2024 Q4 2023
United Community Bank

Greenville, SC
BUY
 -
340
New
$117K - $140K
340 $183K
Jan 18, 2024 Q4 2023
First National Corp

BUY
 -
339
+ 1.92%
$117K - $139K
18K $9.66M
Jan 23, 2024 Q4 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
339
+ 3.29%
$117K - $139K
10.6K $5.71M
Feb 05, 2024 Q4 2023
Cora Capital Advisors LLC

Marlton, NJ
BUY
 -
334
+ 5.66%
$115K - $137K
6.24K $3.35M
Feb 13, 2024 Q4 2023
Cornerstone Advisory, LLC

BUY
 -
333
+ 4.32%
$114K - $137K
8.05K $4.32M
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

BUY
 -
330
+ 22.82%
$113K - $136K
1.78K $954K
Jan 24, 2024 Q4 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
328
+ 18.74%
$113K - $135K
2.08K $1.12M

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