Purchases and Sales Made in Q1 2022 in Invesco Qqq Trust, Series 1 (QQQ)
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 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
135+ 1.67% |
$43K - $54.2K
|
8.2K
$4.23M
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
134+ 12.69% |
$42.6K - $53.8K
|
1.19K
$613K
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
134+ 24.28% |
$42.6K - $53.8K
|
686
$353K
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
133+ 5.28% |
$42.3K - $53.4K
|
2.65K
$1.37M
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
132+ 14.65% |
$42K - $53K
|
1.03K
$532K
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
BUY
|
- |
129+ 2.85% |
$41K - $51.8K
|
4.65K
$2.4M
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
128+ 3.6% |
$40.7K - $51.4K
|
3.68K
$1.9M
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
127+ 5.49% |
$40.4K - $51K
|
2.44K
$1.26M
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
126+ 6.21% |
$40.1K - $50.6K
|
2.16K
$1.11M
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
126+ 15.79% |
$40.1K - $50.6K
|
924
$476K
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
124+ 6.7% |
$39.5K - $49.8K
|
1.98K
$1.02M
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
122+ 19.43% |
$38.8K - $49K
|
750
$386K
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
122+ 4.82% |
$38.8K - $49K
|
2.65K
$1.37M
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
120+ 44.44% |
$38.2K - $48.2K
|
390
$201K
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
118+ 1.85% |
$37.5K - $47.4K
|
6.51K
$3.36M
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
117+ 2.44% |
$37.2K - $47K
|
4.91K
$2.53M
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
117+ 1.11% |
$37.2K - $47K
|
10.7K
$5.49M
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
114+ 5.35% |
$36.3K - $45.8K
|
2.25K
$1.16M
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
113+ 4.99% |
$36K - $45.4K
|
2.38K
$1.23M
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
111+ 1.34% |
$35.3K - $44.6K
|
8.37K
$4.31M
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
111+ 10.03% |
$35.3K - $44.6K
|
1.22K
$628K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
111+ 1.18% |
$35.3K - $44.6K
|
9.55K
$4.92M
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
110+ 15.71% |
$35K - $44.2K
|
810
$417K
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
110+ 1.27% |
$35K - $44.2K
|
8.77K
$4.52M
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
110+ 10.67% |
$35K - $44.2K
|
1.14K
$588K
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
109+ 1.51% |
$34.7K - $43.8K
|
7.33K
$3.77M
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
108+ 33.03% |
$34.4K - $43.4K
|
435
$224K
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
107+ 0.18% |
$34K - $43K
|
58.8K
$30.3M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
105+ 9.55% |
$33.4K - $42.2K
|
1.21K
$621K
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
104+ 2.85% |
$33.1K - $41.8K
|
3.75K
$1.93M
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
103+ 8.5% |
$32.8K - $41.4K
|
1.32K
$678K
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
103+ 19.0% |
$32.8K - $41.4K
|
645
$332K
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
103+ 2.76% |
$32.8K - $41.4K
|
3.83K
$1.98M
|
|
May 11, 2022
Q1 2022
|
Fortune 45 LLC
|
BUY
|
- |
101+ 0.2% |
$32.1K - $40.6K
|
50K
$25.8M
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
101+ 0.16% |
$32.1K - $40.6K
|
63.8K
$32.9M
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
100New |
$31.8K - $40.2K
|
100
$51.5K
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
BUY
|
- |
100+ 0.95% |
$31.8K - $40.2K
|
10.6K
$5.46M
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
100+ 1.26% |
$31.8K - $40.2K
|
8.06K
$4.15M
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
100+ 13.21% |
$31.8K - $40.2K
|
857
$442K
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100+ 20.79% |
$31.8K - $40.2K
|
581
$299K
|
|
May 12, 2022
Q1 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
100New |
$31.8K - $40.2K
|
100
$51.5K
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
99+ 1.91% |
$31.5K - $39.8K
|
5.29K
$2.72M
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
99+ 13.1% |
$31.5K - $39.8K
|
855
$441K
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
99+ 5.39% |
$31.5K - $39.8K
|
1.94K
$997K
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
99+ 1.31% |
$31.5K - $39.8K
|
7.65K
$3.94M
|
|
Apr 12, 2022
Q1 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
97+ 13.23% |
$30.9K - $39K
|
830
$428K
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
97+ 4.92% |
$30.9K - $39K
|
2.07K
$1.07M
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
96+ 2.35% |
$30.5K - $38.6K
|
4.18K
$2.15M
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
96+ 2.88% |
$30.5K - $38.6K
|
3.42K
$1.76M
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
96+ 2.28% |
$30.5K - $38.6K
|
4.3K
$2.21M
|