Purchases and Sales Made in Q3 2022 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
285+ 7.63% |
$76.2K - $94.9K
|
4.02K
$2.13M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
285+ 21.48% |
$76.2K - $94.9K
|
1.61K
$854K
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
BUY
|
- |
282+ 0.7% |
$75.4K - $93.9K
|
40.3K
$21.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
281+ 2.73% |
$75.1K - $93.6K
|
10.6K
$5.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
278+ 18.28% |
$74.3K - $92.6K
|
1.8K
$953K
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
BUY
|
- |
276+ 7.27% |
$73.8K - $91.9K
|
4.08K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
275+ 7.83% |
$73.5K - $91.6K
|
3.79K
$2.01M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
273+ 12.74% |
$73K - $90.9K
|
2.42K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
270+ 27.69% |
$72.2K - $89.9K
|
1.25K
$660K
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
269+ 8.33% |
$71.9K - $89.6K
|
3.5K
$1.85M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
267New |
$71.4K - $88.9K
|
267
$141K
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
261New |
$69.8K - $86.9K
|
261
$138K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
254+ 2.8% |
$67.9K - $84.6K
|
9.32K
$4.94M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
253+ 2.24% |
$67.6K - $84.3K
|
11.5K
$6.12M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
253+ 58.29% |
$67.6K - $84.3K
|
687
$364K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
252+ 28.19% |
$67.3K - $83.9K
|
1.15K
$607K
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
252+ 3.35% |
$67.3K - $83.9K
|
7.77K
$4.11M
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
250+ 25.61% |
$66.8K - $83.3K
|
1.23K
$650K
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
250+ 25.03% |
$66.8K - $83.3K
|
1.25K
$662K
|
|
|
Oct 04, 2022
Q3 2022
|
Spence Asset Management
|
BUY
|
- |
249+ 2.01% |
$66.5K - $82.9K
|
12.6K
$6.7M
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
247+ 2.99% |
$66K - $82.3K
|
8.5K
$4.51M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
244+ 2.86% |
$65.2K - $81.3K
|
8.76K
$4.64M
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
242+ 26.45% |
$64.7K - $80.6K
|
1.16K
$613K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
242+ 1.94% |
$64.7K - $80.6K
|
12.7K
$6.75M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
242+ 1.94% |
$64.7K - $80.6K
|
12.7K
$6.75M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
240+ 3.05% |
$64.1K - $79.9K
|
8.11K
$4.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
239+ 11.09% |
$63.9K - $79.6K
|
2.4K
$1.27M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
235+ 4.31% |
$62.8K - $78.3K
|
5.69K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
232+ 3.47% |
$62K - $77.3K
|
6.91K
$3.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
231+ 3.8% |
$61.7K - $76.9K
|
6.31K
$3.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
231+ 3.87% |
$61.7K - $76.9K
|
6.2K
$3.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
230+ 0.89% |
$61.5K - $76.6K
|
25.9K
$13.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
228+ 1.36% |
$60.9K - $75.9K
|
16.9K
$8.98M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
227+ 0.72% |
$60.7K - $75.6K
|
31.6K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
227+ 4.96% |
$60.7K - $75.6K
|
4.81K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
227+ 4.77% |
$60.7K - $75.6K
|
4.99K
$2.64M
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
226+ 0.26% |
$60.4K - $75.3K
|
85.7K
$45.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
225+ 4.19% |
$60.1K - $74.9K
|
5.59K
$2.96M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
225+ 1.58% |
$60.1K - $74.9K
|
14.5K
$7.67M
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
222+ 541.46% |
$59.3K - $73.9K
|
263
$139K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
221+ 4.89% |
$59.1K - $73.6K
|
4.75K
$2.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
221+ 25.91% |
$59.1K - $73.6K
|
1.07K
$569K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
219+ 5.08% |
$58.5K - $72.9K
|
4.53K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
219+ 1.64% |
$58.5K - $72.9K
|
13.6K
$7.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
218+ 2.81% |
$58.3K - $72.6K
|
7.99K
$4.23M
|
|
|
Oct 20, 2022
Q3 2022
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
211+ 0.91% |
$56.4K - $70.3K
|
23.3K
$12.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
211+ 23.55% |
$56.4K - $70.3K
|
1.11K
$587K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
211+ 7.28% |
$56.4K - $70.3K
|
3.11K
$1.65M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
209+ 6.73% |
$55.9K - $69.6K
|
3.32K
$1.76M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
204+ 0.13% |
$54.5K - $67.9K
|
161K
$85.2M
|