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 02, 2023 Q2 2023
One Day In July LLC

BUY
 -
1.21K
+ 60.63%
$376K - $449K
3.21K $1.62M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.21K
+ 14.61%
$375K - $448K
9.5K $4.8M
Aug 08, 2023 Q2 2023
Seven Mile Advisory

Ewing, NJ
BUY
 -
1.21K
New
$375K - $448K
1.21K $612K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
1.21K
+ 2.8%
$374K - $446K
44.2K $22.4M
Oct 12, 2023 Q2 2023
Wp Wealth LLP

Fort Worth, TX
BUY
 -
1.19K
New
$370K - $442K
1.19K $603K
Jul 26, 2023 Q2 2023
Latitude Advisors, LLC

BUY
 -
1.18K
+ 7.7%
$366K - $437K
16.5K $8.35M
Aug 08, 2023 Q2 2023
Rollins Financial

BUY
 -
1.18K
+ 0.91%
$365K - $436K
131K $66.4M
Jul 21, 2023 Q2 2023
Sigma Investment Counselors Inc

BUY
 -
1.17K
+ 8.08%
$361K - $431K
15.6K $7.88M
Jul 24, 2023 Q2 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
1.16K
New
$360K - $430K
1.16K $587K
Jul 17, 2023 Q2 2023
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
1.16K
New
$358K - $428K
1.16K $584K
Aug 09, 2023 Q2 2023
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
1.14K
New
$355K - $424K
1.14K $579K
Aug 10, 2023 Q2 2023
Rwq Financial Management Services, Inc.

BUY
 -
1.14K
New
$353K - $422K
1.14K $576K
Aug 11, 2023 Q2 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
1.14K
+ 7.76%
$352K - $420K
15.8K $7.97M
Jul 13, 2023 Q2 2023
Thompson Davis & Co., Inc.

BUY
 -
1.12K
New
$348K - $415K
1.12K $567K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
1.11K
+ 5.16%
$345K - $412K
22.7K $11.5M
Aug 21, 2023 Q2 2023
Bokf, Na

Tulsa, OK
BUY
 -
1.11K
+ 1.04%
$345K - $412K
108K $54.6M
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
1.11K
+ 21.21%
$345K - $412K
6.36K $3.21M
Aug 16, 2023 Q2 2023
Alpha Square Group S, LLC

New York, NY
BUY
 -
1.1K
New
$341K - $407K
1.1K $556K
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
1.1K
+ 59.64%
$339K - $405K
2.93K $1.48M
Jul 20, 2023 Q2 2023
Ulland Investment Advisors, LLC

BUY
 -
1.09K
+ 6.97%
$339K - $405K
16.8K $8.49M
Jul 12, 2023 Q2 2023
Professional Financial Advisors, LLC

BUY
 -
1.09K
New
$339K - $405K
1.09K $553K
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
1.09K
+ 5.24%
$338K - $404K
21.9K $11.1M
Jul 05, 2023 Q2 2023
Mc Alister, Sweet & Associates, Inc.

BUY
 -
1.09K
+ 60.65%
$336K - $402K
2.87K $1.45M
Jul 20, 2023 Q2 2023
Round Rock Advisors, LLC

BUY
 -
1.08K
+ 1.5%
$334K - $400K
73.2K $37M
Jul 11, 2023 Q2 2023
Cra Financial Services, LLC

BUY
 -
1.07K
+ 3.32%
$333K - $397K
33.4K $16.9M
Aug 08, 2023 Q2 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
1.07K
New
$331K - $396K
1.07K $541K
Aug 10, 2023 Q2 2023
Probity Advisors, Inc.

Dallas, TX
BUY
 -
1.07K
New
$331K - $395K
1.07K $540K
Aug 11, 2023 Q2 2023
360 Financial, Inc.

BUY
 -
1.06K
+ 3.84%
$329K - $392K
28.6K $14.5M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.06K
+ 104.55%
$328K - $391K
2.07K $1.05M
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.06K
+ 104.55%
$328K - $391K
2.07K $1.05M
Jul 28, 2023 Q2 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1.06K
+ 4.08%
$327K - $391K
26.9K $13.6M
Jul 20, 2023 Q2 2023
Marino, Stram & Associates LLC

BUY
 -
1.05K
+ 14.83%
$326K - $390K
8.15K $4.12M
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
1.05K
New
$325K - $389K
1.05K $531K
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
1.04K
+ 5.61%
$322K - $385K
19.6K $9.9M
Jul 03, 2023 Q2 2023
Park National Corp

BUY
 -
1.03K
+ 64.75%
$318K - $380K
2.61K $1.32M
Jul 10, 2023 Q2 2023
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
1.02K
+ 4.07%
$316K - $377K
26.1K $13.2M
Jul 17, 2023 Q2 2023
Schear Investment Advisers, LLC

Cincinnati, OH
BUY
 -
1.01K
+ 78.72%
$313K - $374K
2.29K $1.16M
Aug 02, 2023 Q2 2023
Gruss & Co., LLC

BUY
 -
1K
+ 50.0%
$310K - $370K
3K $1.52M
Jul 06, 2023 Q2 2023
Abacus Planning Group, Inc.

BUY
 -
990
New
$307K - $367K
990 $501K
Aug 23, 2023 Q2 2023
Dunhill Financial, LLC

London, X0
BUY
 -
987
New
$306K - $365K
987 $499K
Aug 23, 2023 Q2 2023
Ctc Alternative Strategies, Ltd.

Chicago, IL
BUY
 -
975
New
$302K - $361K
975 $493K
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
974
+ 3.47%
$302K - $361K
29K $14.7M
Jul 13, 2023 Q2 2023
Secure Asset Management, LLC

BUY
 -
967
+ 78.87%
$300K - $358K
2.19K $1.11M
Aug 09, 2023 Q2 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
967
+ 0.65%
$300K - $358K
150K $75.8M
Jul 13, 2023 Q2 2023
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
960
New
$298K - $355K
960 $486K
Aug 02, 2023 Q2 2023
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
952
+ 10.87%
$295K - $352K
9.71K $4.91M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
951
New
$295K - $352K
951 $481K
Aug 01, 2023 Q2 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
949
New
$294K - $351K
949 $480K
Aug 08, 2023 Q2 2023
Ironwood Investment Counsel, LLC

BUY
 -
945
+ 49.4%
$293K - $350K
2.86K $1.45M

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