Purchases and Sales Made in Q1 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 Q1 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
May 05, 2023 Q1 2023
Kfa Private Wealth Group, LLC

BUY
 -
952
New
$249K - $306K
952 $446K
Apr 19, 2023 Q1 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
948
+ 3.13%
$248K - $304K
31.3K $14.7M
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
948
+ 2.96%
$248K - $304K
33K $15.5M
May 12, 2023 Q1 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
948
+ 53.8%
$248K - $304K
2.71K $1.27M
May 15, 2023 Q1 2023
Smh Capital Advisors Inc

BUY
 -
931
New
$244K - $299K
931 $437K
May 11, 2023 Q1 2023
Bank Ozk

BUY
 -
930
New
$243K - $298K
930 $436K
Apr 21, 2023 Q1 2023
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
926
New
$242K - $297K
926 $434K
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
920
+ 9.76%
$241K - $295K
10.3K $4.85M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
917
+ 12.17%
$240K - $294K
8.45K $3.96M
May 04, 2023 Q1 2023
Cx Institutional

BUY
 -
915
+ 30.01%
$239K - $294K
3.96K $1.86M
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
904
New
$236K - $290K
904 $424K
Apr 19, 2023 Q1 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
903
+ 97.94%
$236K - $290K
1.83K $856K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
902
+ 6.7%
$236K - $289K
14.4K $6.74M
May 08, 2023 Q1 2023
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
900
+ 2.34%
$235K - $289K
39.3K $18.4M
Apr 11, 2023 Q1 2023
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
893
+ 3.69%
$234K - $287K
25.1K $11.8M
Apr 12, 2023 Q1 2023
Oxinas Partners Wealth Management LLC

BUY
 -
893
+ 10.61%
$234K - $287K
9.31K $4.36M
Apr 13, 2023 Q1 2023
Clarity Financial LLC

BUY
 -
892
+ 63.94%
$233K - $286K
2.29K $1.07M
May 15, 2023 Q1 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
889
+ 7.35%
$233K - $285K
13K $6.09M
May 15, 2023 Q1 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
883
+ 30.44%
$231K - $283K
3.78K $1.77M
May 12, 2023 Q1 2023
Rinkey Investments

San Diego, CA
BUY
 -
882
New
$231K - $283K
882 $414K
Apr 19, 2023 Q1 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
878
New
$230K - $282K
878 $412K
Apr 26, 2023 Q1 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
878
New
$230K - $282K
878 $412K
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
870
+ 1.32%
$228K - $279K
66.8K $31.3M
May 15, 2023 Q1 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
867
New
$227K - $278K
867 $407K
Apr 13, 2023 Q1 2023
Yarbrough Capital, LLC

BUY
 -
866
+ 0.62%
$227K - $278K
141K $66M
Apr 18, 2023 Q1 2023
Marshall Financial Group LLC

BUY
 -
865
+ 6.77%
$226K - $278K
13.6K $6.4M
Apr 13, 2023 Q1 2023
Edge Rock Capital LLC

BUY
 -
855
+ 1.08%
$224K - $274K
79.7K $37.4M
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
855
+ 82.21%
$224K - $274K
1.9K $889K
May 08, 2023 Q1 2023
Means Investment Co., Inc.

BUY
 -
854
+ 87.77%
$223K - $274K
1.83K $857K
May 15, 2023 Q1 2023
Symmetry Investments LP

BUY
 -
850
New
$222K - $273K
850 $399K
May 09, 2023 Q1 2023
Ceera Investments, LLC

Bellaire, TX
BUY
 -
848
New
$222K - $272K
848 $398K
Jun 28, 2024 Q1 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
845
+ 214.47%
$221K - $271K
1.24K $581K
May 03, 2023 Q1 2023
Lyell Wealth Management, LP

BUY
 -
843
+ 25.25%
$221K - $271K
4.18K $1.96M
May 10, 2023 Q1 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
843
New
$221K - $271K
843 $395K
May 03, 2023 Q1 2023
Exchange Capital Management, Inc.

BUY
 -
838
New
$219K - $269K
838 $393K
May 03, 2023 Q1 2023
Private Wealth Partners, LLC

BUY
 -
836
+ 2.38%
$219K - $268K
36K $16.9M
Apr 19, 2023 Q1 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
834
+ 8.99%
$218K - $268K
10.1K $4.74M
May 12, 2023 Q1 2023
Adaptive Financial Consulting, LLC

Beachwood, OH
BUY
 -
827
+ 2.26%
$216K - $265K
37.4K $17.5M
May 15, 2023 Q1 2023
Cito Capital Group, LLC

Miami, FL
BUY
 -
824
New
$216K - $264K
824 $386K
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
823
+ 7.83%
$215K - $264K
11.3K $5.32M
May 08, 2023 Q1 2023
Rpg Investment Advisory, LLC

BUY
 -
815
+ 34.64%
$213K - $262K
3.17K $1.49M
May 11, 2023 Q1 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
811
+ 12.99%
$212K - $260K
7.06K $3.31M
May 15, 2023 Q1 2023
Washington Trust Bank

BUY
 -
808
New
$211K - $259K
808 $379K
May 01, 2023 Q1 2023
Windham Capital Management, LLC

BUY
 -
804
+ 5.55%
$210K - $258K
15.3K $7.18M
Apr 06, 2023 Q1 2023
Teamwork Financial Advisors, LLC

BUY
 -
800
+ 23.57%
$209K - $257K
4.19K $1.97M
Apr 19, 2023 Q1 2023
Eastern Bank

BUY
 -
789
New
$206K - $253K
789 $370K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
784
+ 7.86%
$205K - $252K
10.8K $5.04M
May 10, 2023 Q1 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
779
+ 7.79%
$204K - $250K
10.8K $5.05M
Apr 24, 2023 Q1 2023
Marion Wealth Management

BUY
 -
772
New
$202K - $248K
772 $362K

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