Purchases and Sales Made in Q4 2022 in Invesco Qqq Trust, Series 1 (QQQ)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
868+ 86.28% |
$226K - $255K
|
1.87K
$978K
|
|
|
Feb 07, 2023
Q4 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
865+ 6.56% |
$225K - $254K
|
14.1K
$7.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
864New |
$225K - $254K
|
864
$451K
|
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
BUY
|
- |
861New |
$224K - $253K
|
861
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
860+ 19.04% |
$224K - $253K
|
5.38K
$2.81M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
859New |
$223K - $252K
|
859
$448K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
854+ 0.41% |
$222K - $251K
|
208K
$109M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
852+ 51.48% |
$222K - $250K
|
2.51K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
847+ 2.88% |
$220K - $249K
|
30.3K
$15.8M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
845+ 25.47% |
$220K - $248K
|
4.16K
$2.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
839+ 51.47% |
$218K - $246K
|
2.47K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
836New |
$217K - $246K
|
836
$436K
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
818+ 53.29% |
$213K - $240K
|
2.35K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
817New |
$213K - $240K
|
817
$426K
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
814New |
$212K - $239K
|
814
$425K
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
808+ 13.78% |
$210K - $237K
|
6.67K
$3.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
806+ 9.94% |
$210K - $237K
|
8.91K
$4.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
803New |
$209K - $236K
|
803
$419K
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
802New |
$209K - $236K
|
802
$418K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
798+ 1900.0% |
$208K - $234K
|
840
$438K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
792+ 71.54% |
$206K - $233K
|
1.9K
$991K
|
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
790New |
$205K - $232K
|
790
$412K
|
|
|
Feb 15, 2023
Q4 2022
|
Georgetown University
Washington, DC |
BUY
|
- |
788+ 0.44% |
$205K - $231K
|
182K
$94.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
778New |
$202K - $229K
|
778
$406K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
773+ 8.11% |
$201K - $227K
|
10.3K
$5.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
771New |
$201K - $226K
|
771
$402K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
771New |
$201K - $226K
|
771
$402K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
771+ 8.57% |
$201K - $226K
|
9.77K
$5.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
769New |
$200K - $226K
|
769
$401K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
767+ 32.74% |
$199K - $225K
|
3.11K
$1.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
758+ 27.37% |
$197K - $223K
|
3.53K
$1.84M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
758New |
$197K - $223K
|
758
$395K
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
755New |
$196K - $222K
|
755
$394K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
754New |
$196K - $221K
|
754
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
750+ 33.33% |
$195K - $220K
|
3K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
745+ 40.58% |
$194K - $219K
|
2.58K
$1.35M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
744+ 4.44% |
$194K - $219K
|
17.5K
$9.13M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
744+ 7.25% |
$194K - $219K
|
11K
$5.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Wealth Management
|
BUY
|
- |
740+ 26.48% |
$192K - $217K
|
3.54K
$1.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
739+ 95.11% |
$192K - $217K
|
1.52K
$791K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
732New |
$190K - $215K
|
732
$382K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
724+ 11.93% |
$188K - $213K
|
6.79K
$3.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
720+ 1.4% |
$187K - $211K
|
52.2K
$27.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
718+ 2.74% |
$187K - $211K
|
26.9K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
713+ 32.59% |
$185K - $209K
|
2.9K
$1.51M
|
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
710New |
$185K - $209K
|
710
$370K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
710New |
$185K - $209K
|
710
$370K
|
|
|
Feb 02, 2023
Q4 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
701+ 20.41% |
$182K - $206K
|
4.14K
$2.16M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
700+ 34.79% |
$182K - $206K
|
2.71K
$1.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
697+ 6.36% |
$181K - $205K
|
11.7K
$6.08M
|