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 01, 2023 Q1 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
625
New
$163K - $201K
625 $336K
Apr 14, 2023 Q1 2023
Asset Planning Corporation

BUY
 -
624
New
$163K - $200K
624 $335K
May 18, 2023 Q1 2023
Courier Capital LLC

BUY
 -
619
+ 7.03%
$162K - $199K
9.42K $5.06M
May 08, 2023 Q1 2023
L.M. Kohn & Company

BUY
 -
615
+ 40.84%
$161K - $197K
2.12K $1.14M
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
606
+ 12.58%
$159K - $194K
5.42K $2.91M
Apr 10, 2023 Q1 2023
Bcs Wealth Management

BUY
 -
605
+ 7.01%
$158K - $194K
9.23K $4.96M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
605
+ 1.46%
$158K - $194K
42.1K $22.6M
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
588
+ 2.75%
$154K - $189K
22K $11.8M
May 02, 2023 Q1 2023
Waldron Private Wealth LLC

BUY
 -
572
+ 33.16%
$150K - $184K
2.3K $1.23M
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
570
+ 2.83%
$149K - $183K
20.7K $11.1M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
554
New
$145K - $178K
554 $298K
May 04, 2023 Q1 2023
Vantage Financial Partners Ltd., Inc.

BUY
 -
546
+ 1.02%
$143K - $175K
53.9K $29M
May 11, 2023 Q1 2023
Mmbg Investment Advisors Co.

BUY
 -
545
+ 1.7%
$143K - $175K
32.5K $17.5M
Apr 10, 2023 Q1 2023
Pacific Wealth Management

BUY
 -
544
+ 8.18%
$142K - $175K
7.19K $3.86M
May 11, 2023 Q1 2023
Fortis Capital Management LLC

BUY
 -
543
+ 13.71%
$142K - $174K
4.5K $2.42M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
542
New
$142K - $174K
542 $291K
Apr 20, 2023 Q1 2023
Jmac Enterprises LLC

BUY
 -
534
+ 0.75%
$140K - $171K
71.4K $38.4M
Apr 25, 2023 Q1 2023
Fulton Breakefield Broenniman LLC

BUY
 -
527
+ 6.66%
$138K - $169K
8.44K $4.53M
May 15, 2023 Q1 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
527
+ 6.79%
$138K - $169K
8.29K $4.45M
Apr 10, 2023 Q1 2023
Drake & Associates, LLC

Waukesha, WI
BUY
 -
524
+ 3.01%
$137K - $168K
18K $9.65M
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
517
+ 2.2%
$135K - $166K
24K $12.9M
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
516
+ 27.09%
$135K - $166K
2.42K $1.3M
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
513
+ 3.37%
$134K - $165K
15.7K $8.45M
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
512
+ 1.2%
$134K - $164K
43.3K $23.2M
Apr 10, 2023 Q1 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
507
+ 4.26%
$133K - $163K
12.4K $6.67M
May 09, 2023 Q1 2023
Wealth Dimensions Group, Ltd.

BUY
 -
500
+ 45.25%
$131K - $160K
1.61K $862K
May 15, 2023 Q1 2023
Spears Abacus Advisors LLC

BUY
 -
500
+ 22.61%
$131K - $160K
2.71K $1.46M
May 02, 2023 Q1 2023
Strategy Asset Managers LLC

BUY
 -
495
+ 5.04%
$129K - $159K
10.3K $5.54M
Apr 27, 2023 Q1 2023
Pb Mares Wealth Management LLC

BUY
 -
494
+ 29.96%
$129K - $159K
2.14K $1.15M
Apr 20, 2023 Q1 2023
Marino, Stram & Associates LLC

BUY
 -
492
+ 7.45%
$129K - $158K
7.09K $3.81M
May 05, 2023 Q1 2023
Ml & R Wealth Management LLC

BUY
 -
492
+ 49.5%
$129K - $158K
1.49K $798K
May 10, 2023 Q1 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
492
+ 30.6%
$129K - $158K
2.1K $1.13M
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
490
+ 1.83%
$128K - $157K
27.2K $14.6M
Aug 13, 2024 Q1 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
490
+ 3.78%
$128K - $157K
13.4K $7.22M
Apr 18, 2023 Q1 2023
Waller Financial Planning Group, Inc

BUY
 -
488
+ 55.64%
$128K - $157K
1.37K $733K
May 10, 2023 Q1 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
488
+ 80.93%
$128K - $157K
1.09K $586K
May 10, 2023 Q1 2023
Redw Wealth LLC

BUY
 -
488
+ 4.96%
$128K - $157K
10.3K $5.55M
Apr 26, 2023 Q1 2023
Interactive Financial Advisors

Chicago, IL
BUY
 -
486
+ 13.99%
$127K - $156K
3.96K $2.13M
May 15, 2023 Q1 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
484
+ 7.38%
$127K - $155K
7.04K $3.78M
Apr 06, 2023 Q1 2023
Platt Investment Counsel, LLC

BUY
 -
478
+ 1.5%
$125K - $153K
32.4K $17.4M
Apr 24, 2023 Q1 2023
Rockland Trust CO

BUY
 -
475
+ 27.22%
$124K - $152K
2.22K $1.19M
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
474
+ 0.55%
$124K - $152K
87K $46.8M
Apr 24, 2023 Q1 2023
Nova Point Capital, LLC

BUY
 -
471
+ 12.89%
$123K - $151K
4.13K $2.22M
May 12, 2023 Q1 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
471
+ 29.36%
$123K - $151K
2.08K $1.11M
May 03, 2023 Q1 2023
Vista Capital Partners, Inc.

BUY
 -
470
+ 42.0%
$123K - $151K
1.59K $854K
Apr 03, 2023 Q1 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
469
+ 0.53%
$123K - $151K
89.8K $48.2M
Mar 07, 2024 Q1 2023
Willis Investment Counsel

Gainesville, GA
BUY
 -
461
+ 80.45%
$121K - $148K
1.03K $555K
May 15, 2023 Q1 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
460
+ 4.75%
$120K - $148K
10.1K $5.45M
Apr 26, 2023 Q1 2023
Tiedemann Advisors, LLC

BUY
 -
457
+ 18.64%
$120K - $147K
2.91K $1.56M

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