Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (QQQJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQJ) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.75K- 8.73% |
$85.1K - $102K
|
39.2K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.5K- 26.83% |
$102K - $122K
|
12.3K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.51K- 20.15% |
$102K - $122K
|
17.9K
$576K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.7K- 37.73% |
$130K - $155K
|
9.41K
$303K
|
|
|
Jan 18, 2024
Q4 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-5.73K- 2.16% |
$130K - $155K
|
259K
$8.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-5.75K- 31.57% |
$131K - $156K
|
12.5K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.89K- 24.04% |
$134K - $160K
|
18.6K
$599K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-6.24K- 36.48% |
$142K - $169K
|
10.9K
$350K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.69K- 18.28% |
$197K - $236K
|
38.9K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.04K- 13.25% |
$205K - $245K
|
59.2K
$1.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-10.5K- 21.04% |
$238K - $285K
|
39.4K
$1.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.2K- 14.93% |
$253K - $303K
|
63.6K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.6K- 33.95% |
$263K - $314K
|
22.5K
$726K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.4K- 17.71% |
$281K - $335K
|
57.4K
$1.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-12.5K- 21.86% |
$283K - $339K
|
44.6K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14.2K- 51.96% |
$323K - $386K
|
13.2K
$424K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15.5K- 10.99% |
$353K - $421K
|
126K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.3K- 8.19% |
$371K - $443K
|
183K
$5.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-17.5K- 11.44% |
$396K - $474K
|
135K
$4.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-18.8K- 28.96% |
$427K - $510K
|
46.2K
$1.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.5K- 24.14% |
$465K - $556K
|
64.4K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.2K- 9.78% |
$481K - $575K
|
195K
$6.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23.4K- 74.6% |
$531K - $634K
|
7.96K
$256K
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-37.9K- 84.36% |
$860K - $1.03M
|
7.02K
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.7K- 35.02% |
$1.24M - $1.48M
|
101K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-60.7K- 13.01% |
$1.38M - $1.65M
|
406K
$13.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-65.9K- 48.8% |
$1.5M - $1.79M
|
69.1K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.9K- 22.84% |
$1.63M - $1.95M
|
243K
$7.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-87.6K- 87.91% |
$1.99M - $2.38M
|
12.1K
$389K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-198K- 96.29% |
$4.5M - $5.38M
|
7.63K
$246K
|