Purchases and Sales Made in Q2 2023 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 Q2 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
Aug 07, 2023 Q2 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
313
+ 9.0%
$97K - $116K
3.79K $1.97M
Jul 14, 2023 Q2 2023
Sharkey, Howes & Javer

BUY
 -
312
+ 21.22%
$96.7K - $116K
1.78K $924K
Jul 25, 2023 Q2 2023
Pacific Wealth Strategies Group, Inc.

BUY
 -
312
+ 1.69%
$96.7K - $116K
18.8K $9.75M
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
312
+ 1155.56%
$96.7K - $116K
339 $176K
Aug 15, 2023 Q2 2023
Bell & Brown Wealth Advisors, LLC

BUY
 -
312
+ 47.85%
$96.7K - $116K
964 $500K
Jul 17, 2023 Q2 2023
Evolution Wealth Advisors, LLC

BUY
 -
309
+ 1.31%
$95.8K - $114K
23.9K $12.4M
Aug 08, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
309
+ 1.56%
$95.8K - $114K
20.1K $10.4M
Aug 14, 2023 Q2 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
308
+ 7.3%
$95.5K - $114K
4.53K $2.35M
Aug 14, 2023 Q2 2023
Brookfield Asset Management Inc.

Toronto, A6
BUY
 -
308
+ 0.53%
$95.5K - $114K
58K $30.1M
Sep 25, 2023 Q2 2023
Brookfield Asset Management Inc.

Toronto, A6
BUY
 -
308
+ 0.53%
$95.5K - $114K
58K $30.1M
Aug 08, 2023 Q2 2023
First Pacific Financial

BUY
 -
302
New
$93.6K - $112K
302 $157K
Jul 19, 2023 Q2 2023
Aspiriant, LLC

BUY
 -
300
+ 5.66%
$93K - $111K
5.6K $2.91M
Aug 01, 2023 Q2 2023
Segantii Capital Management LTD

BUY
 -
300
New
$93K - $111K
300 $156K
Aug 14, 2023 Q2 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
300
+ 46.22%
$93K - $111K
949 $492K
Aug 28, 2024 Q2 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
300
New
$93K - $111K
300 $156K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
299
+ 0.51%
$92.7K - $111K
59.5K $30.8M
Jul 27, 2023 Q2 2023
Financial Counselors Inc

BUY
 -
295
+ 4.13%
$91.4K - $109K
7.44K $3.86M
Aug 14, 2023 Q2 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
294
+ 7.76%
$91.1K - $109K
4.08K $2.12M
Jul 26, 2023 Q2 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
293
+ 3.36%
$90.8K - $108K
9.02K $4.68M
Jul 27, 2023 Q2 2023
Absolute Capital Management, LLC

BUY
 -
293
+ 5.37%
$90.8K - $108K
5.75K $2.98M
Aug 13, 2024 Q2 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
289
+ 2.15%
$89.6K - $107K
13.7K $7.12M
Jul 21, 2023 Q2 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
287
+ 0.39%
$89K - $106K
74.4K $38.6M
Aug 11, 2023 Q2 2023
Masso Torrence Wealth Management Inc.

BUY
 -
284
+ 1.88%
$88K - $105K
15.4K $7.96M
Jul 12, 2023 Q2 2023
Howard Financial Services, Ltd.

BUY
 -
282
+ 1.79%
$87.4K - $104K
16K $8.31M
Aug 07, 2023 Q2 2023
Xml Financial, LLC

BUY
 -
282
+ 5.05%
$87.4K - $104K
5.87K $3.04M
Jul 24, 2023 Q2 2023
Goodwin Daniel L

BUY
 -
280
+ 9.33%
$86.8K - $104K
3.28K $1.7M
Aug 09, 2023 Q2 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
280
+ 0.33%
$86.8K - $104K
84K $43.5M
Aug 10, 2023 Q2 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
280
+ 5.95%
$86.8K - $104K
4.98K $2.58M
Aug 02, 2023 Q2 2023
Meridian Wealth Advisors, LLC

BUY
 -
277
+ 20.52%
$85.9K - $103K
1.63K $844K
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
276
+ 4.82%
$85.6K - $102K
6K $3.11M
Aug 01, 2023 Q2 2023
Farmers & Merchants Investments Inc

BUY
 -
275
+ 96.49%
$85.2K - $102K
560 $290K
Jul 25, 2023 Q2 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
271
+ 13.88%
$84K - $100K
2.22K $1.15M
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
271
+ 1.43%
$84K - $100K
19.2K $9.98M
Jul 17, 2023 Q2 2023
Investment Advisory Group, LLC

BUY
 -
268
+ 6.5%
$83.1K - $99.2K
4.39K $2.28M
Aug 14, 2023 Q2 2023
Georgetown University

Washington, DC
BUY
 -
268
+ 0.15%
$83.1K - $99.2K
182K $94.5M
Aug 11, 2023 Q2 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
267
+ 1.45%
$82.8K - $98.9K
18.6K $9.66M
Aug 11, 2023 Q2 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
267
+ 1.37%
$82.8K - $98.9K
19.7K $10.2M
Aug 07, 2023 Q2 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
261
+ 4.3%
$80.9K - $96.6K
6.33K $3.28M
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
259
+ 9.94%
$80.3K - $95.9K
2.86K $1.49M
Jul 25, 2023 Q2 2023
Leo Brokerage, LLC

BUY
 -
259
+ 0.87%
$80.3K - $95.9K
30K $15.5M
Jul 26, 2023 Q2 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
255
New
$79K - $94.4K
255 $132K
Aug 07, 2023 Q2 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
255
+ 24.93%
$79K - $94.4K
1.28K $663K
Aug 14, 2023 Q2 2023
Private Portfolio Partners LLC

BUY
 -
253
+ 2.14%
$78.4K - $93.7K
12.1K $6.27M
Aug 03, 2023 Q2 2023
Clifford Swan Investment Counsel LLC

BUY
 -
251
+ 12.59%
$77.8K - $92.9K
2.25K $1.16M
Aug 01, 2023 Q2 2023
Spinnaker Trust

BUY
 -
245
+ 0.51%
$75.9K - $90.7K
48.2K $25M
Aug 14, 2023 Q2 2023
Wealth Dimensions Group, Ltd.

BUY
 -
245
+ 15.26%
$75.9K - $90.7K
1.85K $960K
Dec 11, 2023 Q2 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
244
+ 32.02%
$75.6K - $90.3K
1.01K $522K
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
239
+ 4.91%
$74.1K - $88.5K
5.1K $2.65M
Aug 08, 2023 Q2 2023
Kilter Howling LLC

Boulder, CO
BUY
 -
238
+ 0.95%
$73.8K - $88.1K
25.2K $13.1M

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