Purchases and Sales Made in Q4 2021 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
232+ 5.4% |
$81.8K - $93.7K
|
4.53K
$2.37M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
230+ 1.98% |
$81.1K - $92.9K
|
11.8K
$6.18M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
224+ 11.5% |
$79K - $90.5K
|
2.17K
$1.13M
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
223+ 1.02% |
$78.6K - $90.1K
|
22.1K
$11.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
222+ 7.64% |
$78.3K - $89.7K
|
3.13K
$1.63M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
217+ 0.6% |
$76.5K - $87.7K
|
36.4K
$19M
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
213+ 4.65% |
$75.1K - $86K
|
4.79K
$2.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
210+ 13.28% |
$74.1K - $84.8K
|
1.79K
$936K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
210+ 16.12% |
$74.1K - $84.8K
|
1.51K
$791K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
208+ 19.26% |
$73.3K - $84K
|
1.29K
$673K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
207+ 2.98% |
$73K - $83.6K
|
7.16K
$3.74M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
206New |
$72.6K - $83.2K
|
206
$108K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
206+ 21.39% |
$72.6K - $83.2K
|
1.17K
$611K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
205+ 12.45% |
$72.3K - $82.8K
|
1.85K
$968K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
205+ 4.63% |
$72.3K - $82.8K
|
4.63K
$2.42M
|
|
|
Feb 01, 2022
Q4 2021
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
203+ 16.56% |
$71.6K - $82K
|
1.43K
$747K
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
200+ 2.34% |
$70.5K - $80.8K
|
8.77K
$4.58M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
200+ 7.37% |
$70.5K - $80.8K
|
2.91K
$1.52M
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
200+ 25.35% |
$70.5K - $80.8K
|
989
$517K
|
|
|
Feb 03, 2022
Q4 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
200+ 3.39% |
$70.5K - $80.8K
|
6.11K
$3.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
200+ 0.04% |
$70.5K - $80.8K
|
527K
$276M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
200+ 11.81% |
$70.5K - $80.8K
|
1.89K
$989K
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
200+ 6.16% |
$70.5K - $80.8K
|
3.45K
$1.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
198+ 14.84% |
$69.8K - $80K
|
1.53K
$801K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
197+ 6.37% |
$69.5K - $79.6K
|
3.29K
$1.72M
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
197+ 2.36% |
$69.5K - $79.6K
|
8.55K
$4.47M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
196+ 0.98% |
$69.1K - $79.2K
|
20.1K
$10.5M
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
195+ 9.14% |
$68.8K - $78.8K
|
2.33K
$1.22M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
192+ 4.64% |
$67.7K - $77.6K
|
4.33K
$2.26M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
191+ 4.61% |
$67.4K - $77.2K
|
4.33K
$2.26M
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
190+ 1.63% |
$67K - $76.8K
|
11.8K
$6.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
190+ 30.11% |
$67K - $76.8K
|
821
$429K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
185+ 11.44% |
$65.2K - $74.7K
|
1.8K
$942K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
185+ 19.58% |
$65.2K - $74.7K
|
1.13K
$590K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
185+ 5.46% |
$65.2K - $74.7K
|
3.58K
$1.87M
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
182+ 21.19% |
$64.2K - $73.5K
|
1.04K
$544K
|
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
180+ 5.13% |
$63.5K - $72.7K
|
3.69K
$1.93M
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
180+ 23.97% |
$63.5K - $72.7K
|
931
$487K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
180+ 0.32% |
$63.5K - $72.7K
|
56.9K
$29.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
179+ 1.31% |
$63.1K - $72.3K
|
13.8K
$7.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
177+ 1.22% |
$62.4K - $71.5K
|
14.6K
$7.65M
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
176+ 2.03% |
$62.1K - $71.1K
|
8.87K
$4.63M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
176+ 1.78% |
$62.1K - $71.1K
|
10.1K
$5.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
175+ 25.04% |
$61.7K - $70.7K
|
874
$457K
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
174+ 1.69% |
$61.4K - $70.3K
|
10.5K
$5.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
173+ 2.86% |
$61K - $69.9K
|
6.23K
$3.26M
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
171+ 0.8% |
$60.3K - $69.1K
|
21.7K
$11.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
171+ 3.79% |
$60.3K - $69.1K
|
4.68K
$2.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
170+ 0.79% |
$59.9K - $68.7K
|
21.6K
$11.3M
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
170+ 680.0% |
$59.9K - $68.7K
|
195
$102K
|