Purchases and Sales Made in Q2 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 Q2 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
Aug 03, 2023 Q2 2023
Wmg Financial Advisors, LLC

BUY
 -
1.23K
+ 178.08%
$380K - $454K
1.92K $851K
Jul 10, 2023 Q2 2023
Smith Anglin Financial, LLC

BUY
 -
1.22K
+ 18.66%
$379K - $452K
7.77K $3.45M
Aug 14, 2023 Q2 2023
Atom Investors LP

Austin, TX
BUY
 -
1.21K
+ 55.95%
$376K - $449K
3.38K $1.5M
Aug 02, 2023 Q2 2023
One Day In July LLC

BUY
 -
1.21K
+ 60.63%
$376K - $449K
3.21K $1.43M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.21K
+ 14.61%
$375K - $448K
9.5K $4.22M
Aug 08, 2023 Q2 2023
Seven Mile Advisory

Ewing, NJ
BUY
 -
1.21K
New
$375K - $448K
1.21K $537K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
1.21K
+ 2.8%
$374K - $446K
44.2K $19.6M
Oct 12, 2023 Q2 2023
Wp Wealth LLP

Fort Worth, TX
BUY
 -
1.19K
New
$370K - $442K
1.19K $530K
Jul 26, 2023 Q2 2023
Latitude Advisors, LLC

BUY
 -
1.18K
+ 7.7%
$366K - $437K
16.5K $7.33M
Aug 08, 2023 Q2 2023
Rollins Financial

BUY
 -
1.18K
+ 0.91%
$365K - $436K
131K $58.3M
Jul 24, 2023 Q2 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
1.16K
New
$360K - $430K
1.16K $515K
Jul 17, 2023 Q2 2023
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
1.16K
New
$358K - $428K
1.16K $513K
Aug 09, 2023 Q2 2023
Running Point Capital Advisors, LLC

BUY
 -
1.15K
+ 1.8%
$356K - $425K
64.9K $28.8M
Aug 09, 2023 Q2 2023
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
1.14K
New
$355K - $424K
1.14K $508K
Aug 10, 2023 Q2 2023
Rwq Financial Management Services, Inc.

BUY
 -
1.14K
New
$353K - $422K
1.14K $506K
Aug 11, 2023 Q2 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
1.14K
+ 7.76%
$352K - $420K
15.8K $7M
Jul 13, 2023 Q2 2023
Thompson Davis & Co., Inc.

BUY
 -
1.12K
New
$348K - $415K
1.12K $498K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
1.11K
+ 5.16%
$345K - $412K
22.7K $10.1M
Aug 21, 2023 Q2 2023
Bokf, Na

Tulsa, OK
BUY
 -
1.11K
+ 1.04%
$345K - $412K
108K $48M
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
1.11K
+ 21.21%
$345K - $412K
6.36K $2.82M
Aug 16, 2023 Q2 2023
Alpha Square Group S, LLC

New York, NY
BUY
 -
1.1K
New
$341K - $407K
1.1K $489K
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
1.1K
+ 59.64%
$339K - $405K
2.93K $1.3M
Jul 20, 2023 Q2 2023
Ulland Investment Advisors, LLC

BUY
 -
1.09K
+ 6.97%
$339K - $405K
16.8K $7.45M
Jul 12, 2023 Q2 2023
Professional Financial Advisors, LLC

BUY
 -
1.09K
New
$339K - $405K
1.09K $485K
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
1.09K
+ 5.24%
$338K - $404K
21.9K $9.74M
Jul 05, 2023 Q2 2023
Mc Alister, Sweet & Associates, Inc.

BUY
 -
1.09K
+ 60.65%
$336K - $402K
2.87K $1.28M
Jul 20, 2023 Q2 2023
Round Rock Advisors, LLC

BUY
 -
1.08K
+ 1.5%
$334K - $400K
73.2K $32.5M
Jul 11, 2023 Q2 2023
Cra Financial Services, LLC

BUY
 -
1.07K
+ 3.32%
$333K - $397K
33.4K $14.9M
Aug 08, 2023 Q2 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
1.07K
New
$331K - $396K
1.07K $475K
Aug 10, 2023 Q2 2023
Probity Advisors, Inc.

Dallas, TX
BUY
 -
1.07K
New
$331K - $395K
1.07K $474K
Aug 11, 2023 Q2 2023
360 Financial, Inc.

BUY
 -
1.06K
+ 3.84%
$329K - $392K
28.6K $12.7M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.06K
+ 104.55%
$328K - $391K
2.07K $918K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.06K
+ 104.55%
$328K - $391K
2.07K $918K
Jul 28, 2023 Q2 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1.06K
+ 4.08%
$327K - $391K
26.9K $11.9M
Jul 20, 2023 Q2 2023
Marino, Stram & Associates LLC

BUY
 -
1.05K
+ 14.83%
$326K - $390K
8.15K $3.62M
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
1.05K
New
$325K - $389K
1.05K $466K
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
1.04K
+ 5.61%
$322K - $385K
19.6K $8.7M
Jul 03, 2023 Q2 2023
Park National Corp

BUY
 -
1.03K
+ 64.75%
$318K - $380K
2.61K $1.16M
Jul 10, 2023 Q2 2023
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
1.02K
+ 4.07%
$316K - $377K
26.1K $11.6M
Jul 17, 2023 Q2 2023
Schear Investment Advisers, LLC

Cincinnati, OH
BUY
 -
1.01K
+ 78.72%
$313K - $374K
2.29K $1.02M
Aug 02, 2023 Q2 2023
Gruss & Co., LLC

BUY
 -
1K
+ 50.0%
$310K - $370K
3K $1.33M
Jul 06, 2023 Q2 2023
Abacus Planning Group, Inc.

BUY
 -
990
New
$307K - $367K
990 $440K
Aug 23, 2023 Q2 2023
Dunhill Financial, LLC

London, X0
BUY
 -
987
New
$306K - $365K
987 $438K
Aug 23, 2023 Q2 2023
Ctc Alternative Strategies, Ltd.

Chicago, IL
BUY
 -
975
New
$302K - $361K
975 $433K
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
974
+ 3.47%
$302K - $361K
29K $12.9M
Jul 13, 2023 Q2 2023
Secure Asset Management, LLC

BUY
 -
967
+ 78.87%
$300K - $358K
2.19K $974K
Aug 09, 2023 Q2 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
967
+ 0.65%
$300K - $358K
150K $66.5M
Jul 13, 2023 Q2 2023
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
960
New
$298K - $355K
960 $426K
Aug 02, 2023 Q2 2023
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
952
+ 10.87%
$295K - $352K
9.71K $4.31M

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