Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (QQQJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQJ) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
245KNew |
$6.32M - $7.09M
|
245K
$7.74M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
102K+ 100.13% |
$2.62M - $2.94M
|
203K
$6.42M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69.4K+ 47.92% |
$1.79M - $2.01M
|
214K
$6.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
66.1K+ 60.06% |
$1.7M - $1.91M
|
176K
$5.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
62.4K+ 124.51% |
$1.61M - $1.81M
|
113K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41KNew |
$1.06M - $1.19M
|
41K
$1.3M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
37KNew |
$954K - $1.07M
|
37K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
35.4KNew |
$914K - $1.03M
|
35.4K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.7K+ 17.76% |
$895K - $1M
|
230K
$7.28M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.3KNew |
$678K - $761K
|
26.3K
$831K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.4KNew |
$551K - $618K
|
21.4K
$676K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.6K+ 16.64% |
$531K - $596K
|
144K
$4.57M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.1K+ 131.21% |
$414K - $465K
|
28.3K
$895K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14.8KNew |
$382K - $429K
|
14.8K
$468K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.8KNew |
$382K - $428K
|
14.8K
$468K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
11.8KNew |
$305K - $342K
|
11.8K
$373K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10.5K+ 7.76% |
$271K - $304K
|
146K
$4.61M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.1K+ 107.29% |
$261K - $292K
|
19.5K
$617K
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
BUY
|
- |
9.17KNew |
$236K - $265K
|
9.17K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.82KNew |
$202K - $226K
|
7.82K
$247K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.61K+ 22.74% |
$196K - $220K
|
41.1K
$1.3M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.65K+ 33.83% |
$146K - $164K
|
22.4K
$707K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.49K+ 7.1% |
$142K - $159K
|
82.8K
$2.62M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.67KNew |
$94.7K - $106K
|
3.67K
$116K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.38K+ 27.56% |
$87.2K - $97.9K
|
15.7K
$495K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3K+ 63.56% |
$77.4K - $86.9K
|
7.72K
$244K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3K+ 7.62% |
$77.4K - $86.9K
|
42.4K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.92K+ 7.67% |
$75.2K - $84.4K
|
40.9K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
2.5KNew |
$64.5K - $72.4K
|
2.5K
$79.1K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.04K+ 5.72% |
$52.7K - $59.1K
|
37.8K
$1.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.02KNew |
$52K - $58.4K
|
2.02K
$63.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.75K+ 13.42% |
$45.1K - $50.6K
|
14.8K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.61K+ 7.19% |
$41.5K - $46.6K
|
24K
$758K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.6K+ 6.86% |
$41.3K - $46.3K
|
24.9K
$788K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.51K+ 326.57% |
$39K - $43.8K
|
1.98K
$62.5K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.39K+ 19.85% |
$35.8K - $40.2K
|
8.39K
$265K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.23K+ 89.42% |
$31.6K - $35.5K
|
2.6K
$82.1K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 8.6% |
$29.5K - $33.1K
|
14.4K
$456K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
963+ 25.69% |
$24.8K - $27.9K
|
4.71K
$149K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
950+ 5.75% |
$24.5K - $27.5K
|
17.5K
$553K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
902New |
$23.3K - $26.1K
|
902
$28.5K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
640+ 4.55% |
$16.5K - $18.5K
|
14.7K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
530+ 4.32% |
$13.7K - $15.3K
|
12.8K
$405K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
500+ 38.46% |
$12.9K - $14.5K
|
1.8K
$57K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
445+ 227.04% |
$11.5K - $12.9K
|
641
$20.3K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
278+ 0.12% |
$7.17K - $8.05K
|
239K
$7.56M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
227New |
$5.86K - $6.57K
|
227
$7.18K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
210+ 43.66% |
$5.42K - $6.08K
|
691
$21.9K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
94+ 0.24% |
$2.43K - $2.72K
|
38.6K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
89+ 0.95% |
$2.3K - $2.58K
|
9.47K
$300K
|