Purchases and Sales Made in Q1 2022 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
99+ 1.31% |
$31.5K - $39.8K
|
7.65K
$4.02M
|
|
|
Apr 12, 2022
Q1 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
97+ 13.23% |
$30.9K - $39K
|
830
$437K
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
97+ 4.92% |
$30.9K - $39K
|
2.07K
$1.09M
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
96+ 2.35% |
$30.5K - $38.6K
|
4.18K
$2.2M
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
96+ 2.88% |
$30.5K - $38.6K
|
3.42K
$1.8M
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
96+ 2.28% |
$30.5K - $38.6K
|
4.3K
$2.26M
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
96+ 7.72% |
$30.5K - $38.6K
|
1.34K
$705K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
95+ 0.2% |
$30.2K - $38.2K
|
47K
$24.7M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
95+ 0.44% |
$30.2K - $38.2K
|
21.5K
$11.3M
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
93+ 4.95% |
$29.6K - $37.4K
|
1.97K
$1.04M
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
93+ 0.89% |
$29.6K - $37.4K
|
10.6K
$5.58M
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
92+ 6.97% |
$29.3K - $37K
|
1.41K
$743K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
91+ 3.88% |
$29K - $36.6K
|
2.44K
$1.28M
|
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
90+ 12.75% |
$28.6K - $36.2K
|
796
$419K
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
89+ 16.67% |
$28.3K - $35.7K
|
623
$328K
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
88+ 8.58% |
$28K - $35.3K
|
1.11K
$586K
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
88New |
$28K - $35.3K
|
88
$46.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
87+ 5.32% |
$27.7K - $34.9K
|
1.72K
$906K
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
87+ 6.05% |
$27.7K - $34.9K
|
1.52K
$802K
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
86+ 1.53% |
$27.4K - $34.5K
|
5.7K
$3M
|
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
85+ 5.29% |
$27K - $34.1K
|
1.69K
$890K
|
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
85+ 11.63% |
$27K - $34.1K
|
816
$429K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
85+ 7.22% |
$27K - $34.1K
|
1.26K
$664K
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
85+ 1.36% |
$27K - $34.1K
|
6.33K
$3.33M
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
84+ 2.07% |
$26.7K - $33.7K
|
4.15K
$2.18M
|
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
BUY
|
- |
84+ 11.97% |
$26.7K - $33.7K
|
786
$413K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
84+ 0.4% |
$26.7K - $33.7K
|
21.2K
$11.2M
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
83+ 0.19% |
$26.4K - $33.3K
|
44.6K
$23.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
82+ 1.49% |
$26.1K - $32.9K
|
5.6K
$2.95M
|
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
BUY
|
- |
80+ 7.91% |
$25.5K - $32.1K
|
1.09K
$574K
|
|
|
Jan 17, 2024
Q1 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
80+ 11.05% |
$25.5K - $32.1K
|
804
$423K
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
BUY
|
- |
78+ 8.94% |
$24.8K - $31.3K
|
950
$500K
|
|
|
May 12, 2022
Q1 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
77+ 4.52% |
$24.5K - $30.9K
|
1.78K
$937K
|
|
|
May 11, 2022
Q1 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
76+ 1.48% |
$24.2K - $30.5K
|
5.22K
$2.74M
|
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
74+ 2.99% |
$23.5K - $29.7K
|
2.55K
$1.34M
|
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
73+ 12.94% |
$23.2K - $29.3K
|
637
$335K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
73+ 1.51% |
$23.2K - $29.3K
|
4.91K
$2.59M
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
73+ 2.17% |
$23.2K - $29.3K
|
3.44K
$1.81M
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
70+ 11.46% |
$22.3K - $28.1K
|
681
$358K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
68+ 7.11% |
$21.6K - $27.3K
|
1.02K
$539K
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
67+ 5.79% |
$21.3K - $26.9K
|
1.23K
$644K
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
67+ 4.26% |
$21.3K - $26.9K
|
1.64K
$863K
|
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
BUY
|
- |
66+ 1.1% |
$21K - $26.5K
|
6.05K
$3.18M
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
64+ 0.58% |
$20.4K - $25.7K
|
11K
$5.81M
|
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
BUY
|
- |
62+ 8.06% |
$19.7K - $24.9K
|
831
$437K
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
61+ 100.0% |
$19.4K - $24.5K
|
122
$64.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
60+ 5.42% |
$19.1K - $24.1K
|
1.17K
$614K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
59+ 7.46% |
$18.8K - $23.7K
|
850
$447K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
59+ 0.74% |
$18.8K - $23.7K
|
8.06K
$4.24M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
58+ 0.23% |
$18.5K - $23.3K
|
25K
$13.2M
|