Purchases and Sales Made in Q1 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 Q1 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
May 16, 2022 Q1 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.4K
+ 45.0%
$445K - $562K
4.51K $2.34M
May 03, 2022 Q1 2022
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
1.38K
New
$438K - $553K
1.38K $714K
May 06, 2022 Q1 2022
Wealth Management Solutions, LLC

BUY
 -
1.36K
New
$434K - $548K
1.36K $707K
May 11, 2022 Q1 2022
Bluestein R H & CO LLC

Birmingham, MI
BUY
 -
1.36K
New
$433K - $547K
1.36K $706K
May 13, 2022 Q1 2022
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
1.35K
New
$430K - $543K
1.35K $701K
Apr 28, 2022 Q1 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
1.34K
+ 3.03%
$425K - $536K
45.4K $23.6M
May 04, 2022 Q1 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
1.32K
+ 15.75%
$421K - $531K
9.72K $5.04M
Aug 15, 2022 Q1 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
1.32K
New
$418K - $528K
1.32K $682K
May 02, 2022 Q1 2022
Hudock, Inc.

BUY
 -
1.31K
+ 2.73%
$417K - $527K
49.3K $25.6M
May 12, 2022 Q1 2022
Bison Wealth, LLC

BUY
 -
1.3K
+ 21.85%
$413K - $521K
7.23K $3.75M
Jun 27, 2023 Q1 2022
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
1.29K
+ 17.48%
$409K - $516K
8.64K $4.48M
May 16, 2022 Q1 2022
Private Capital Management, LLC

Naples, FL
BUY
 -
1.28K
New
$409K - $516K
1.28K $666K
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
1.28K
+ 9.53%
$406K - $513K
14.7K $7.61M
Apr 20, 2022 Q1 2022
Applied Capital LLC

BUY
 -
1.28K
+ 215.71%
$406K - $513K
1.87K $969K
Apr 21, 2022 Q1 2022
Goodwin Daniel L

BUY
 -
1.26K
+ 24.49%
$399K - $504K
6.38K $3.31M
May 16, 2022 Q1 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
1.24K
+ 3.91%
$395K - $498K
33K $17.1M
May 02, 2022 Q1 2022
Clarity Wealth Advisors, LLC

BUY
 -
1.23K
+ 3.02%
$393K - $496K
42.1K $21.8M
May 04, 2022 Q1 2022
Lex Aurum Advisors, LLC

BUY
 -
1.23K
+ 11.1%
$393K - $496K
12.4K $6.41M
May 18, 2022 Q1 2022
Sawgrass Asset Management LLC

BUY
 -
1.2K
New
$382K - $482K
1.2K $622K
May 10, 2022 Q1 2022
Apriem Advisors

Irvine, CA
BUY
 -
1.19K
+ 9.92%
$380K - $480K
13.2K $6.86M
Apr 26, 2022 Q1 2022
Cairn Investment Group, Inc.

BUY
 -
1.19K
New
$379K - $479K
1.19K $618K
May 03, 2022 Q1 2022
Mount Yale Investment Advisors, LLC

BUY
 -
1.19K
+ 10.43%
$379K - $478K
12.6K $6.54M
Apr 28, 2022 Q1 2022
Parallel Advisors, LLC

BUY
 -
1.19K
+ 2.19%
$379K - $478K
55.6K $28.8M
May 11, 2022 Q1 2022
Ashfield Capital Partners, LLC

BUY
 -
1.18K
+ 12.47%
$377K - $476K
10.7K $5.54M
May 10, 2022 Q1 2022
Amg National Trust Bank

BUY
 -
1.18K
+ 1.35%
$375K - $474K
88.3K $45.8M
Apr 21, 2022 Q1 2022
Retirement Capital Strategies

BUY
 -
1.17K
New
$373K - $471K
1.17K $608K
May 12, 2022 Q1 2022
Boston Research & Management Inc

Manchester, MA
BUY
 -
1.17K
New
$372K - $470K
1.17K $607K
May 16, 2022 Q1 2022
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
1.17K
New
$372K - $470K
1.17K $606K
May 05, 2022 Q1 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
1.16K
+ 4.9%
$369K - $466K
24.8K $12.9M
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.16K
+ 11.25%
$368K - $465K
11.5K $5.94M
Apr 21, 2022 Q1 2022
Gyroscope Capital Management Group, LLC

BUY
 -
1.15K
+ 45.98%
$367K - $464K
3.66K $1.9M
May 16, 2022 Q1 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
1.14K
+ 2.88%
$363K - $458K
40.8K $21.1M
May 05, 2022 Q1 2022
Capital Advisors Inc

BUY
 -
1.14K
+ 19.71%
$362K - $457K
6.91K $3.59M
May 09, 2022 Q1 2022
Lansing Street Advisors

BUY
 -
1.14K
New
$362K - $457K
1.14K $590K
May 04, 2022 Q1 2022
Rollins Financial

BUY
 -
1.14K
+ 0.79%
$361K - $456K
144K $74.8M
Jun 06, 2023 Q1 2022
Walker Financial Services, Inc.

Bowling Green, KY
BUY
 -
1.13K
+ 22.51%
$358K - $452K
6.12K $3.18M
Apr 22, 2022 Q1 2022
James Investment Research Inc

BUY
 -
1.12K
+ 111.64%
$357K - $451K
2.13K $1.1M
May 03, 2022 Q1 2022
Clearwater Capital Advisors, LLC

BUY
 -
1.12K
+ 15.64%
$356K - $450K
8.28K $4.3M
May 13, 2022 Q1 2022
Taikang Asset Management (Hong Kong) CO LTD

Hong Kong, K3
BUY
 -
1.11K
+ 11.06%
$354K - $447K
11.2K $5.8M
May 10, 2022 Q1 2022
Mas Advisors LLC

Miami, FL
BUY
 -
1.11K
+ 9.65%
$353K - $445K
12.6K $6.54M
May 16, 2022 Q1 2022
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
1.11K
+ 2.21%
$352K - $445K
51.1K $26.5M
Apr 21, 2022 Q1 2022
Waddell & Associates, LLC

BUY
 -
1.11K
+ 47.12%
$352K - $444K
3.45K $1.79M
May 13, 2022 Q1 2022
Crosspoint Capital Strategies, LLC

Orinda, CA
BUY
 -
1.1K
+ 457.68%
$351K - $443K
1.34K $697K
May 06, 2022 Q1 2022
Jacobi Capital Management LLC

BUY
 -
1.09K
+ 1.15%
$348K - $439K
96.2K $49.9M
May 11, 2022 Q1 2022
Heritage Wealth Advisors

BUY
 -
1.09K
+ 336.42%
$347K - $438K
1.41K $733K
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.08K
+ 15.83%
$345K - $435K
7.93K $4.11M
Apr 18, 2022 Q1 2022
Veracity Capital LLC

BUY
 -
1.08K
+ 164.79%
$344K - $434K
1.74K $901K
Apr 20, 2022 Q1 2022
Transcend Capital Advisors, LLC

BUY
 -
1.06K
+ 3.35%
$336K - $424K
32.5K $16.9M
Apr 07, 2022 Q1 2022
Soa Wealth Advisors, Llc.

BUY
 -
1.05K
+ 9.01%
$335K - $423K
12.7K $6.61M

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