Purchases and Sales Made in Q4 2022 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 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 14, 2023 Q4 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
40
+ 3.53%
$10.4K - $11.7K
1.17K $613K
Feb 14, 2023 Q4 2022
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
40
+ 28.99%
$10.4K - $11.7K
178 $93.1K
Jan 23, 2023 Q4 2022
Benchmark Financial Wealth Advisors, LLC

BUY
 -
39
+ 2.39%
$10.1K - $11.5K
1.67K $873K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

BUY
 -
39
+ 1.2%
$10.1K - $11.5K
3.28K $1.72M
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
39
+ 1.25%
$10.1K - $11.5K
3.15K $1.65M
Feb 10, 2023 Q4 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
39
+ 0.03%
$10.1K - $11.5K
152K $79.7M
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
39
+ 1.2%
$10.1K - $11.5K
3.28K $1.72M
Sep 06, 2024 Q4 2022
Ted Buchan & CO

San Diego, CA
BUY
 -
39
+ 2.86%
$10.1K - $11.5K
1.4K $733K
Jan 18, 2023 Q4 2022
Inspirion Wealth Advisors, LLC

BUY
 -
38
+ 1.89%
$9.88K - $11.2K
2.05K $1.07M
Feb 01, 2023 Q4 2022
Capital Wealth Alliance, LLC

BUY
 -
38
+ 0.96%
$9.88K - $11.2K
3.99K $2.09M
Feb 14, 2023 Q4 2022
Perritt Capital Management Inc

Chicago, IL
BUY
 -
36
New
$9.36K - $10.6K
36 $18.8K
Oct 12, 2023 Q4 2022
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
36
+ 4.05%
$9.36K - $10.6K
925 $484K
Jan 31, 2023 Q4 2022
Atticus Wealth Management, LLC

BUY
 -
34
+ 0.31%
$8.84K - $9.99K
11K $5.74M
Jul 19, 2024 Q4 2022
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
32
+ 7.69%
$8.32K - $9.4K
448 $234K
Jan 27, 2023 Q4 2022
J. L. Bainbridge & Co., Inc.

BUY
 -
31
+ 1.29%
$8.06K - $9.11K
2.44K $1.27M
Jan 31, 2023 Q4 2022
Clearview Wealth Advisors LLC

BUY
 -
31
New
$8.06K - $9.11K
31 $16.2K
Jan 19, 2023 Q4 2022
Nvest Financial, LLC

BUY
 -
30
+ 0.72%
$7.8K - $8.81K
4.22K $2.21M
Jan 18, 2023 Q4 2022
Kg&L Capital Management,Llc

BUY
 -
29
+ 3.19%
$7.54K - $8.52K
938 $491K
Jan 19, 2023 Q4 2022
Compass Advisory Group LLC

BUY
 -
28
+ 1.48%
$7.28K - $8.22K
1.92K $1.01M
Feb 03, 2023 Q4 2022
Tradition Wealth Management, LLC

BUY
 -
28
+ 0.13%
$7.28K - $8.22K
21.4K $11.2M
Feb 09, 2023 Q4 2022
Omega Financial Group, LLC

BUY
 -
28
+ 0.32%
$7.28K - $8.22K
8.81K $4.61M
Feb 10, 2023 Q4 2022
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
27
+ 1.6%
$7.02K - $7.93K
1.72K $897K
Jan 24, 2023 Q4 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
26
+ 0.91%
$6.76K - $7.64K
2.89K $1.51M
Feb 02, 2023 Q4 2022
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
25
+ 0.13%
$6.5K - $7.34K
20K $10.4M
Feb 15, 2023 Q4 2022
Live Oak Investment Partners

Austin, TX
BUY
 -
25
New
$6.5K - $7.34K
25 $13.1K
Jan 23, 2023 Q4 2022
Red Door Wealth Management, LLC

BUY
 -
24
+ 1.26%
$6.24K - $7.05K
1.92K $1.01M
Jan 06, 2023 Q4 2022
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
23
+ 0.61%
$5.98K - $6.76K
3.79K $1.98M
Jan 30, 2023 Q4 2022
Waterfront Wealth Inc.

BUY
 -
23
+ 2.67%
$5.98K - $6.76K
884 $462K
Jan 18, 2023 Q4 2022
Aries Wealth Management

BUY
 -
22
+ 1.9%
$5.72K - $6.46K
1.18K $617K
Jan 31, 2023 Q4 2022
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
22
+ 0.48%
$5.72K - $6.46K
4.64K $2.43M
Feb 08, 2023 Q4 2022
Elite Wealth Management, Inc.

BUY
 -
22
+ 0.28%
$5.72K - $6.46K
7.81K $4.08M
Jan 11, 2023 Q4 2022
Financial Management Professionals, Inc.

BUY
 -
20
+ 285.71%
$5.2K - $5.87K
27 $14.1K
Jan 19, 2023 Q4 2022
David Katz Matrix Asset Advisors Inc
BUY
 -
20
+ 0.94%
$5.2K - $5.87K
2.15K $1.13M
Jan 20, 2023 Q4 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
20
+ 2.67%
$5.2K - $5.87K
768 $402K
Feb 13, 2023 Q4 2022
Marco Investment Management LLC

BUY
 -
20
+ 0.4%
$5.2K - $5.87K
5.08K $2.66M
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
20
+ 0.62%
$5.2K - $5.87K
3.26K $1.7M
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
19
+ 0.24%
$4.94K - $5.58K
7.82K $4.09M
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

BUY
 -
19
+ 1.93%
$4.94K - $5.58K
1K $524K
Jan 23, 2023 Q4 2022
Simpli Fi, Inc.

BUY
 -
17
+ 1.56%
$4.42K - $4.99K
1.11K $580K
Jan 27, 2023 Q4 2022
Boston Financial Mangement LLC

Boston, MA
BUY
 -
17
+ 0.09%
$4.42K - $4.99K
18.7K $9.78M
Jan 27, 2023 Q4 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
17
+ 23.94%
$4.42K - $4.99K
88 $46K
Feb 08, 2023 Q4 2022
Manchester Financial Inc

BUY
 -
16
+ 0.83%
$4.16K - $4.7K
1.94K $1.01M
Jan 10, 2023 Q4 2022
Rda Financial Network

BUY
 -
15
+ 0.07%
$3.9K - $4.41K
23K $12M
Jan 25, 2023 Q4 2022
Capstone Wealth Management Group, LLC

Clarks Green, PA
BUY
 -
15
+ 0.07%
$3.9K - $4.41K
21.8K $11.4M
Feb 09, 2023 Q4 2022
Jgp Wealth Management, LLC

BUY
 -
15
+ 1.19%
$3.9K - $4.41K
1.27K $666K
Feb 13, 2023 Q4 2022
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
15
+ 0.35%
$3.9K - $4.41K
4.33K $2.27M
Feb 10, 2023 Q4 2022
Bcm Advisors, LLC

BUY
 -
14
+ 0.92%
$3.64K - $4.11K
1.54K $803K
Feb 15, 2023 Q4 2022
True Wealth Design, LLC

Akron, OH
BUY
 -
13
New
$3.38K - $3.82K
13 $6.8K
Jan 18, 2023 Q4 2022
Pfg Private Wealth Management, LLC

BUY
 -
12
+ 150.0%
$3.12K - $3.52K
20 $10.5K

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