Purchases and Sales Made in Q4 2022 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 Q4 2022. 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, 2023 Q4 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
2.83K
+ 7.04%
$737K - $832K
43.1K $22.8M
Feb 03, 2023 Q4 2022
Eagle Strategies LLC

New York, NY
BUY
 -
2.83K
New
$737K - $832K
2.83K $1.5M
Feb 14, 2023 Q4 2022
David Rolfe Wedgewood Partners Inc | St Louis, Mo
BUY
 -
2.83K
New
$735K - $830K
2.83K $1.5M
Jan 26, 2023 Q4 2022
Archford Capital Strategies, LLC

BUY
 -
2.79K
+ 327.35%
$725K - $819K
3.64K $1.93M
Feb 14, 2023 Q4 2022
Headlands Technologies LLC

Chicago, IL
BUY
 -
2.75K
New
$716K - $809K
2.75K $1.46M
Feb 14, 2023 Q4 2022
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
2.72K
New
$708K - $799K
2.72K $1.44M
Jan 19, 2023 Q4 2022
Marino, Stram & Associates LLC

BUY
 -
2.66K
+ 67.48%
$692K - $781K
6.6K $3.49M
Jan 12, 2023 Q4 2022
Smith Chas P & Associates Pa Cpas

BUY
 -
2.64K
+ 1.42%
$687K - $775K
189K $99.8M
Feb 14, 2023 Q4 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
2.64K
+ 10.7%
$686K - $774K
27.3K $14.4M
Jan 27, 2023 Q4 2022
Strategic Wealth Investment Group, LLC

BUY
 -
2.61K
+ 9.17%
$679K - $767K
31.1K $16.4M
Feb 08, 2023 Q4 2022
Birinyi Associates Inc

BUY
 -
2.55K
New
$663K - $749K
2.55K $1.35M
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
2.55K
+ 1.71%
$663K - $748K
151K $80.2M
Feb 09, 2023 Q4 2022
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
2.53K
New
$658K - $743K
2.53K $1.34M
Jan 10, 2023 Q4 2022
Kwmg, LLC

BUY
 -
2.52K
+ 5.21%
$656K - $741K
50.9K $27M
Jan 17, 2023 Q4 2022
Twelve Points Wealth Management LLC

BUY
 -
2.52K
New
$655K - $739K
2.52K $1.33M
Apr 04, 2023 Q4 2022
Baron Wealth Management LLC

Troy, MI
BUY
 -
2.48K
New
$645K - $729K
2.48K $1.31M
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
2.48K
+ 247.01%
$644K - $727K
3.48K $1.84M
Mar 17, 2023 Q4 2022
Socha Financial Group, LLC

Corning, NY
BUY
 -
2.46K
+ 3.07%
$639K - $722K
82.4K $43.6M
Jan 20, 2023 Q4 2022
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
2.46K
New
$639K - $721K
2.46K $1.3M
Feb 10, 2023 Q4 2022
Svb Wealth LLC

Boston, MA
BUY
 -
2.45K
+ 5.69%
$637K - $720K
45.5K $24.1M
Jan 31, 2023 Q4 2022
Scott & Selber, Inc.

BUY
 -
2.45K
New
$636K - $719K
2.45K $1.3M
Jan 23, 2023 Q4 2022
Canvas Wealth Advisors, LLC

BUY
 -
2.44K
New
$635K - $717K
2.44K $1.29M
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

BUY
 -
2.43K
+ 7.71%
$633K - $715K
34K $18M
Jul 09, 2024 Q4 2022
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
2.43K
New
$632K - $714K
2.43K $1.29M
Feb 10, 2023 Q4 2022
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
2.43K
New
$632K - $713K
2.43K $1.29M
Feb 08, 2023 Q4 2022
One Day In July LLC

BUY
 -
2.39K
New
$620K - $701K
2.39K $1.26M
Feb 13, 2023 Q4 2022
Martin Capital Advisors, LLP

BUY
 -
2.38K
+ 17.15%
$619K - $698K
16.2K $8.6M
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
2.37K
New
$615K - $695K
2.37K $1.25M
Feb 10, 2023 Q4 2022
Evoke Wealth, LLC

BUY
 -
2.37K
+ 21.95%
$615K - $695K
13.1K $6.96M
Feb 14, 2023 Q4 2022
Fin Trust Capital Advisors, LLC

BUY
 -
2.36K
+ 542.53%
$614K - $693K
2.8K $1.48M
Feb 06, 2024 Q4 2022
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
2.36K
New
$613K - $692K
2.36K $1.25M
Feb 08, 2023 Q4 2022
Brainard Capital Management LLC

Austin, TX
BUY
 -
2.35K
New
$611K - $691K
2.35K $1.24M
Feb 24, 2023 Q4 2022
Garde Capital, Inc.

Seattle, WA
BUY
 -
2.35K
+ 5.97%
$611K - $691K
41.8K $22.1M
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
2.35K
+ 13.62%
$610K - $689K
19.6K $10.4M
Feb 13, 2023 Q4 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
2.35K
+ 96.34%
$610K - $689K
4.78K $2.53M
Feb 07, 2023 Q4 2022
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
2.34K
New
$608K - $687K
2.34K $1.24M
Jan 05, 2023 Q4 2022
Trust CO Of Toledo Na

Holland, OH
BUY
 -
2.34K
+ 63.1%
$608K - $686K
6.04K $3.2M
Feb 02, 2023 Q4 2022
Principle Wealth Partners LLC

BUY
 -
2.33K
+ 21.88%
$606K - $684K
13K $6.87M
Feb 13, 2023 Q4 2022
Retirement Guys Formula LLC

BUY
 -
2.33K
+ 30.27%
$606K - $684K
10K $5.3M
Jan 20, 2023 Q4 2022
Hb Wealth Management, LLC

BUY
 -
2.32K
+ 3.27%
$604K - $682K
73.3K $38.8M
Feb 10, 2023 Q4 2022
Centaurus Financial, Inc.

BUY
 -
2.32K
+ 3.2%
$602K - $680K
74.6K $39.5M
Jan 25, 2023 Q4 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
2.3K
+ 16.82%
$598K - $675K
16K $8.45M
Feb 13, 2023 Q4 2022
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
2.3K
New
$598K - $675K
2.3K $1.22M
Jan 17, 2023 Q4 2022
Veery Capital, LLC

BUY
 -
2.27K
+ 295.31%
$589K - $665K
3.03K $1.6M
Jan 25, 2023 Q4 2022
Lake Street Financial LLC

BUY
 -
2.26K
+ 6.82%
$587K - $663K
35.3K $18.7M
Feb 10, 2023 Q4 2022
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
2.26K
New
$587K - $662K
2.26K $1.19M
Feb 10, 2023 Q4 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
2.23K
+ 40.41%
$580K - $654K
7.74K $4.1M
Jan 17, 2024 Q4 2022
Dixon Mitchell Investment Counsel Inc.

Vancouver, A1
BUY
 -
2.23K
+ 273.68%
$579K - $654K
3.04K $1.61M
Jan 19, 2023 Q4 2022
Hengehold Capital Management LLC

BUY
 -
2.22K
New
$578K - $652K
2.22K $1.18M

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