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
Apr 22, 2022 Q1 2022
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
793
+ 4.65%
$252K - $319K
17.8K $9.25M
May 04, 2022 Q1 2022
Thoroughbred Financial Services, LLC

BUY
 -
792
+ 1.53%
$252K - $318K
52.4K $27.2M
May 10, 2022 Q1 2022
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
792
+ 2.86%
$252K - $318K
28.5K $14.8M
Apr 24, 2024 Q1 2022
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
776
+ 147.25%
$247K - $312K
1.3K $676K
Apr 29, 2022 Q1 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
775
+ 9.73%
$247K - $311K
8.74K $4.53M
May 10, 2022 Q1 2022
Provence Wealth Management Group

BUY
 -
772
+ 9.66%
$246K - $310K
8.77K $4.55M
May 13, 2022 Q1 2022
Rmr Wealth Builders

BUY
 -
770
+ 4.8%
$245K - $309K
16.8K $8.72M
Oct 23, 2024 Q1 2022
Convergence Financial, LLC

Columbia, MO
BUY
 -
770
New
$245K - $309K
770 $399K
May 13, 2022 Q1 2022
J. W. Coons Advisors, LLC

BUY
 -
761
New
$242K - $306K
761 $395K
May 25, 2022 Q1 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
761
+ 13.07%
$242K - $306K
6.59K $3.42M
Apr 25, 2022 Q1 2022
Arbor Trust Wealth Advisors, LLC

BUY
 -
756
New
$241K - $304K
756 $392K
May 06, 2022 Q1 2022
Phillips Financial Management, LLC

BUY
 -
751
New
$239K - $302K
751 $390K
May 16, 2022 Q1 2022
V Wealth Advisors LLC

BUY
 -
748
+ 0.93%
$238K - $300K
80.8K $41.9M
May 13, 2022 Q1 2022
Fortis Capital Management LLC

BUY
 -
744
+ 39.76%
$237K - $299K
2.62K $1.36M
May 13, 2022 Q1 2022
Turim 21 Investimentos Ltda.

Rio De Janeiro, D5
BUY
 -
743
+ 51.24%
$236K - $298K
2.19K $1.14M
Apr 25, 2022 Q1 2022
Westside Investment Management, Inc.

BUY
 -
741
+ 2.78%
$236K - $298K
27.4K $14.2M
Apr 11, 2022 Q1 2022
Aurora Investment Managers, Llc.

BUY
 -
741
+ 3.26%
$236K - $298K
23.5K $12.2M
Apr 29, 2022 Q1 2022
Retirement Solution Inc.

BUY
 -
729
+ 0.59%
$232K - $293K
123K $64M
May 10, 2022 Q1 2022
Avidian Wealth Solutions, LLC

BUY
 -
728
+ 33.99%
$232K - $292K
2.87K $1.49M
Apr 28, 2022 Q1 2022
Bcs Wealth Management

BUY
 -
728
+ 11.46%
$232K - $292K
7.08K $3.67M
Apr 15, 2022 Q1 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
728
New
$232K - $292K
728 $378K
May 11, 2022 Q1 2022
Front Row Advisors LLC

Tiburon, CA
BUY
 -
724
+ 22.02%
$230K - $291K
4.01K $2.08M
May 03, 2022 Q1 2022
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
722
+ 72.64%
$230K - $290K
1.72K $890K
Jul 20, 2023 Q1 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
720
New
$229K - $289K
720 $373K
May 02, 2022 Q1 2022
Next Capital Management LLC

BUY
 -
719
+ 2.73%
$229K - $289K
27.1K $14M
Apr 22, 2022 Q1 2022
Capital Planning LLC

BUY
 -
714
+ 3.39%
$227K - $287K
21.8K $11.3M
May 05, 2022 Q1 2022
Falcon Wealth Planning

BUY
 -
712
+ 97.94%
$227K - $286K
1.44K $746K
May 11, 2022 Q1 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
707
+ 4.83%
$225K - $284K
15.4K $7.96M
May 02, 2022 Q1 2022
Thrive Wealth Management, LLC

BUY
 -
703
New
$224K - $282K
703 $365K
May 10, 2022 Q1 2022
Ledge Wealth Management, Inc.

BUY
 -
700
New
$223K - $281K
700 $363K
Apr 22, 2022 Q1 2022
Bank Of The West

BUY
 -
700
+ 25.64%
$223K - $281K
3.43K $1.78M
May 13, 2022 Q1 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
700
+ 1.85%
$223K - $281K
38.6K $20M
Apr 26, 2022 Q1 2022
Grandview Asset Management LLC

BUY
 -
690
+ 3.43%
$220K - $277K
20.8K $10.8M
May 09, 2022 Q1 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
689
+ 7.01%
$219K - $277K
10.5K $5.45M
May 09, 2022 Q1 2022
Wellington Shields & Co., LLC

New York, NY
BUY
 -
687
New
$219K - $276K
687 $356K
May 13, 2022 Q1 2022
Select Asset Management & Trust

Mechanicsburg, PA
BUY
 -
685
New
$218K - $275K
685 $355K
May 04, 2022 Q1 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
683
+ 194.59%
$217K - $274K
1.03K $536K
May 12, 2022 Q1 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
681
+ 39.48%
$217K - $274K
2.41K $1.25M
May 04, 2022 Q1 2022
Tuttle Capital Management, LLC

BUY
 -
678
New
$216K - $272K
678 $352K
Aug 12, 2024 Q1 2022
Abound Wealth Management

Franklin, TN
BUY
 -
677
+ 24.39%
$215K - $272K
3.45K $1.79M
May 16, 2022 Q1 2022
Offit Capital Advisors LLC

BUY
 -
675
New
$215K - $271K
675 $350K
Apr 06, 2022 Q1 2022
Spence Asset Management

BUY
 -
665
+ 5.83%
$212K - $267K
12.1K $6.26M
Apr 18, 2022 Q1 2022
Clarity Financial LLC

BUY
 -
665
New
$212K - $267K
665 $345K
Apr 21, 2022 Q1 2022
Mastrapasqua Asset Management Inc

BUY
 -
655
+ 128.94%
$208K - $263K
1.16K $603K
Apr 28, 2022 Q1 2022
Santori & Peters, Inc.

BUY
 -
650
New
$207K - $261K
650 $337K
May 16, 2022 Q1 2022
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
650
+ 12.83%
$207K - $261K
5.72K $2.97M
Apr 13, 2022 Q1 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
649
+ 2.62%
$206K - $261K
25.4K $13.2M
May 12, 2022 Q1 2022
Adaptive Financial Consulting, LLC

Beachwood, OH
BUY
 -
648
+ 2.01%
$206K - $260K
32.9K $17.1M
May 13, 2022 Q1 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
645
+ 22.68%
$205K - $259K
3.49K $1.81M

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