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 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
96+ 7.72% |
$30.5K - $38.6K
|
1.34K
$695K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
95+ 0.2% |
$30.2K - $38.2K
|
47K
$24.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
95+ 0.44% |
$30.2K - $38.2K
|
21.5K
$11.1M
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
93+ 4.95% |
$29.6K - $37.4K
|
1.97K
$1.02M
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
93+ 0.89% |
$29.6K - $37.4K
|
10.6K
$5.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
92+ 6.97% |
$29.3K - $37K
|
1.41K
$732K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
91+ 3.88% |
$29K - $36.6K
|
2.44K
$1.26M
|
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
90+ 12.75% |
$28.6K - $36.2K
|
796
$413K
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
89+ 16.67% |
$28.3K - $35.7K
|
623
$323K
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
88+ 8.58% |
$28K - $35.3K
|
1.11K
$578K
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
88New |
$28K - $35.3K
|
88
$45.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
87+ 5.32% |
$27.7K - $34.9K
|
1.72K
$893K
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
87+ 6.05% |
$27.7K - $34.9K
|
1.52K
$790K
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
86+ 1.53% |
$27.4K - $34.5K
|
5.7K
$2.96M
|
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
85+ 5.29% |
$27K - $34.1K
|
1.69K
$877K
|
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
85+ 11.63% |
$27K - $34.1K
|
816
$423K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
85+ 7.22% |
$27K - $34.1K
|
1.26K
$655K
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
85+ 1.36% |
$27K - $34.1K
|
6.33K
$3.28M
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
84+ 2.07% |
$26.7K - $33.7K
|
4.15K
$2.15M
|
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
BUY
|
- |
84+ 11.97% |
$26.7K - $33.7K
|
786
$408K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
84+ 0.4% |
$26.7K - $33.7K
|
21.2K
$11M
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
83+ 0.19% |
$26.4K - $33.3K
|
44.6K
$23.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
82+ 1.49% |
$26.1K - $32.9K
|
5.6K
$2.9M
|
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
BUY
|
- |
80+ 7.91% |
$25.5K - $32.1K
|
1.09K
$566K
|
|
|
Jan 17, 2024
Q1 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
80+ 11.05% |
$25.5K - $32.1K
|
804
$417K
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
BUY
|
- |
78+ 8.94% |
$24.8K - $31.3K
|
950
$493K
|
|
|
May 12, 2022
Q1 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
77+ 4.52% |
$24.5K - $30.9K
|
1.78K
$924K
|
|
|
May 11, 2022
Q1 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
76+ 1.48% |
$24.2K - $30.5K
|
5.22K
$2.71M
|
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
74+ 2.99% |
$23.5K - $29.7K
|
2.55K
$1.32M
|
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
73+ 12.94% |
$23.2K - $29.3K
|
637
$330K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
73+ 1.51% |
$23.2K - $29.3K
|
4.91K
$2.55M
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
73+ 2.17% |
$23.2K - $29.3K
|
3.44K
$1.78M
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
70+ 11.46% |
$22.3K - $28.1K
|
681
$353K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
68+ 7.11% |
$21.6K - $27.3K
|
1.02K
$531K
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
67+ 5.79% |
$21.3K - $26.9K
|
1.23K
$635K
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
67+ 4.26% |
$21.3K - $26.9K
|
1.64K
$851K
|
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
BUY
|
- |
66+ 1.1% |
$21K - $26.5K
|
6.05K
$3.14M
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
64+ 0.58% |
$20.4K - $25.7K
|
11K
$5.73M
|
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
BUY
|
- |
62+ 8.06% |
$19.7K - $24.9K
|
831
$431K
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
61+ 100.0% |
$19.4K - $24.5K
|
122
$63.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
60+ 5.42% |
$19.1K - $24.1K
|
1.17K
$605K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
59+ 7.46% |
$18.8K - $23.7K
|
850
$441K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
59+ 0.74% |
$18.8K - $23.7K
|
8.06K
$4.18M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
58+ 0.23% |
$18.5K - $23.3K
|
25K
$13M
|
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
BUY
|
- |
57+ 3.37% |
$18.1K - $22.9K
|
1.75K
$908K
|
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
57+ 0.1% |
$18.1K - $22.9K
|
56.1K
$29.1M
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
56+ 4.82% |
$17.8K - $22.5K
|
1.22K
$632K
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
56+ 5.34% |
$17.8K - $22.5K
|
1.1K
$573K
|
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
56+ 7.47% |
$17.8K - $22.5K
|
806
$418K
|
|
|
Apr 22, 2022
Q1 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
55+ 6.45% |
$17.5K - $22.1K
|
908
$471K
|