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 |
---|---|---|---|---|---|---|---|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
298+ 4.77% |
$78K - $95.6K
|
6.55K
$3.4M
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
298+ 1.64% |
$78K - $95.6K
|
18.5K
$9.6M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
295+ 1.93% |
$77.2K - $94.7K
|
15.6K
$8.08M
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
294+ 0.45% |
$76.9K - $94.4K
|
66K
$34.2M
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
287+ 2.55% |
$75.1K - $92.1K
|
11.5K
$5.98M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
279+ 23.83% |
$73K - $89.5K
|
1.45K
$752K
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
277+ 0.32% |
$72.5K - $88.9K
|
86.1K
$44.7M
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
277+ 8.59% |
$72.5K - $88.9K
|
3.5K
$1.82M
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
275+ 0.39% |
$71.9K - $88.3K
|
71.2K
$37M
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
273+ 3.75% |
$71.4K - $87.6K
|
7.55K
$3.91M
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
273+ 0.91% |
$71.4K - $87.6K
|
30.2K
$15.7M
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
272+ 1.25% |
$71.1K - $87.3K
|
22K
$11.4M
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
271+ 1.01% |
$70.9K - $87K
|
27.2K
$14.1M
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
268+ 5.16% |
$70.1K - $86K
|
5.46K
$2.83M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
266+ 2.6% |
$69.6K - $85.4K
|
10.5K
$5.45M
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
260+ 22.65% |
$68K - $83.4K
|
1.41K
$730K
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
257+ 2.88% |
$67.2K - $82.5K
|
9.17K
$4.76M
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
254+ 9.03% |
$66.4K - $81.5K
|
3.07K
$1.59M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
254+ 0.89% |
$66.4K - $81.5K
|
28.8K
$14.9M
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
252+ 7.25% |
$65.9K - $80.9K
|
3.73K
$1.93M
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
250+ 1.11% |
$65.4K - $80.2K
|
22.7K
$11.8M
|
|
May 08, 2023
Q1 2023
|
Ams Capital Ltda
|
BUY
|
- |
250New |
$65.4K - $80.2K
|
250
$130K
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
250+ 7.68% |
$65.4K - $80.2K
|
3.51K
$1.82M
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
249+ 6.03% |
$65.1K - $79.9K
|
4.38K
$2.27M
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
245+ 3.24% |
$64.1K - $78.6K
|
7.81K
$4.05M
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
243+ 10.89% |
$63.6K - $78K
|
2.47K
$1.28M
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
242+ 4.74% |
$63.3K - $77.7K
|
5.35K
$2.78M
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
240+ 29.23% |
$62.8K - $77K
|
1.06K
$550K
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
238+ 2.21% |
$62.3K - $76.4K
|
11K
$5.72M
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
237+ 1.03% |
$62K - $76.1K
|
23.3K
$12.1M
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
236+ 3.52% |
$61.7K - $75.7K
|
6.94K
$3.6M
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
236+ 4.4% |
$61.7K - $75.7K
|
5.6K
$2.9M
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
236+ 0.41% |
$61.7K - $75.7K
|
57.6K
$29.9M
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
235+ 29.27% |
$61.5K - $75.4K
|
1.04K
$538K
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
233+ 8.02% |
$60.9K - $74.8K
|
3.14K
$1.63M
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
233+ 7.8% |
$60.9K - $74.8K
|
3.22K
$1.67M
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
230+ 6.47% |
$60.2K - $73.8K
|
3.79K
$1.96M
|
|
Apr 28, 2023
Q1 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
228+ 1.16% |
$59.6K - $73.2K
|
19.8K
$10.3M
|
|
Apr 13, 2023
Q1 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
227+ 1.39% |
$59.4K - $72.9K
|
16.6K
$8.6M
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
226+ 24.73% |
$59.1K - $72.5K
|
1.14K
$591K
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
223+ 0.49% |
$58.3K - $71.6K
|
46.1K
$23.9M
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
222+ 16.88% |
$58.1K - $71.2K
|
1.54K
$797K
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
221+ 10.52% |
$57.8K - $70.9K
|
2.32K
$1.2M
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
215+ 7.02% |
$56.2K - $69K
|
3.28K
$1.7M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
209+ 1.07% |
$54.7K - $67.1K
|
19.8K
$10.3M
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
208+ 1.73% |
$54.4K - $66.8K
|
12.2K
$6.34M
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
207+ 3.91% |
$54.1K - $66.4K
|
5.5K
$2.85M
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
206+ 19.66% |
$53.9K - $66.1K
|
1.25K
$650K
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
206+ 0.57% |
$53.9K - $66.1K
|
36.2K
$18.8M
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
205+ 5.13% |
$53.6K - $65.8K
|
4.2K
$2.18M
|