Purchases and Sales Made in Q1 2023 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q1 2023. 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, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
680New |
$178K - $218K
|
680
$353K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
678New |
$177K - $218K
|
678
$352K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
676New |
$177K - $217K
|
676
$351K
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
BUY
|
- |
676New |
$177K - $217K
|
676
$351K
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
675+ 6.92% |
$177K - $217K
|
10.4K
$5.41M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
674New |
$176K - $216K
|
674
$350K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
BUY
|
- |
672New |
$176K - $216K
|
672
$349K
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
671New |
$176K - $215K
|
671
$348K
|
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
669+ 59.73% |
$175K - $215K
|
1.79K
$928K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
669New |
$175K - $215K
|
669
$347K
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
668New |
$175K - $214K
|
668
$346K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
667New |
$174K - $214K
|
667
$346K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
665New |
$174K - $213K
|
665
$345K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
662+ 11.73% |
$173K - $212K
|
6.31K
$3.27M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
661New |
$173K - $212K
|
661
$343K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
660+ 37.8% |
$173K - $212K
|
2.41K
$1.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
659New |
$172K - $211K
|
659
$342K
|
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
659+ 15.93% |
$172K - $211K
|
4.8K
$2.49M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
659+ 4.11% |
$172K - $211K
|
16.7K
$8.65M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
657+ 34.49% |
$172K - $211K
|
2.56K
$1.33M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
657New |
$172K - $211K
|
657
$341K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
657New |
$172K - $211K
|
657
$341K
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
656New |
$172K - $211K
|
656
$340K
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
BUY
|
- |
656+ 9.37% |
$172K - $211K
|
7.66K
$3.97M
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
656New |
$172K - $211K
|
656
$340K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
656New |
$172K - $211K
|
656
$340K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
656New |
$172K - $211K
|
656
$340K
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
655New |
$171K - $210K
|
655
$340K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
653+ 37.38% |
$171K - $210K
|
2.4K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
652+ 7.39% |
$171K - $209K
|
9.47K
$4.91M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
649New |
$170K - $208K
|
649
$337K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
648+ 6.13% |
$170K - $208K
|
11.2K
$5.82M
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
648New |
$170K - $208K
|
648
$336K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
647New |
$169K - $208K
|
647
$336K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
643+ 1.82% |
$168K - $206K
|
36K
$18.7M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
642New |
$168K - $206K
|
642
$333K
|
|
|
May 03, 2023
Q1 2023
|
Fithian, LLC
New York, NY |
BUY
|
- |
638New |
$167K - $205K
|
638
$331K
|
|
|
Apr 27, 2023
Q1 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
635New |
$166K - $204K
|
635
$329K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
635+ 0.6% |
$166K - $204K
|
107K
$55.4M
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
632New |
$165K - $203K
|
632
$328K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
632New |
$165K - $203K
|
632
$328K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
629+ 41.49% |
$165K - $202K
|
2.15K
$1.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
628New |
$164K - $202K
|
628
$326K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
628New |
$164K - $202K
|
628
$326K
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
628New |
$164K - $202K
|
628
$326K
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
626New |
$164K - $201K
|
626
$325K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
625New |
$163K - $201K
|
625
$324K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
BUY
|
- |
624New |
$163K - $200K
|
624
$324K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
619+ 7.03% |
$162K - $199K
|
9.42K
$4.89M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
615+ 40.84% |
$161K - $197K
|
2.12K
$1.1M
|