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 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
235
+ 1.24%
$72.8K - $87K
19.2K $9.98M
Jul 28, 2023 Q2 2023
Sterling Financial Planning, Inc.

BUY
 -
233
+ 3.51%
$72.2K - $86.3K
6.88K $3.57M
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
233
+ 1.4%
$72.2K - $86.3K
16.8K $8.73M
Aug 14, 2023 Q2 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
231
+ 6.07%
$71.6K - $85.5K
4.04K $2.09M
Nov 17, 2023 Q2 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
230
+ 1.0%
$71.3K - $85.2K
23.2K $12.1M
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
229
+ 3.34%
$71K - $84.8K
7.09K $3.67M
Jul 14, 2023 Q2 2023
Sightline Wealth Advisors, LLC

BUY
 -
228
+ 3.06%
$70.7K - $84.4K
7.69K $3.99M
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
228
+ 3.62%
$70.7K - $84.4K
6.53K $3.39M
Jul 28, 2023 Q2 2023
Manchester Financial Inc

BUY
 -
227
+ 12.56%
$70.4K - $84K
2.03K $1.05M
Aug 01, 2023 Q2 2023
Davis Investment Partners, LLC

Charlotte, NC
BUY
 -
224
+ 12.35%
$69.4K - $82.9K
2.04K $1.06M
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
222
New
$68.8K - $82.2K
222 $115K
Jul 17, 2023 Q2 2023
Wealth Advisors, Inc.

BUY
 -
215
+ 0.51%
$66.6K - $79.6K
42.2K $21.9M
Jul 12, 2023 Q2 2023
Symphony Financial, Ltd. Co.

BUY
 -
214
+ 5.31%
$66.3K - $79.2K
4.25K $2.2M
Jul 31, 2023 Q2 2023
Smith Chas P & Associates Pa Cpas

BUY
 -
212
+ 0.11%
$65.7K - $78.5K
189K $98M
Jul 18, 2023 Q2 2023
Atlas Brown,Inc.

BUY
 -
211
+ 8.24%
$65.4K - $78.1K
2.77K $1.44M
Jul 20, 2023 Q2 2023
Kg&L Capital Management,Llc

BUY
 -
208
+ 20.14%
$64.5K - $77K
1.24K $644K
Aug 10, 2023 Q2 2023
Leelyn Smith, LLC

Geneva, IL
BUY
 -
208
+ 2.73%
$64.5K - $77K
7.84K $4.07M
Jul 06, 2023 Q2 2023
Hoffman, Alan N Investment Management

BUY
 -
206
+ 30.29%
$63.9K - $76.3K
886 $460K
Aug 10, 2023 Q2 2023
Triton Wealth Management, Pllc

BUY
 -
206
+ 0.59%
$63.9K - $76.3K
35.1K $18.2M
Aug 07, 2023 Q2 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
203
+ 11.83%
$62.9K - $75.2K
1.92K $995K
Jul 27, 2023 Q2 2023
ETF Store, Inc.

BUY
 -
200
+ 7.57%
$62K - $74.1K
2.84K $1.47M
Aug 08, 2023 Q2 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
199
+ 16.42%
$61.7K - $73.7K
1.41K $732K
Jul 17, 2023 Q2 2023
Procyon Advisors, LLC

BUY
 -
198
+ 5.85%
$61.4K - $73.3K
3.58K $1.86M
Jul 18, 2023 Q2 2023
Future Financial Wealth Managment LLC

BUY
 -
198
+ 13.9%
$61.4K - $73.3K
1.62K $841K
Jul 06, 2023 Q2 2023
Lowe Wealth Advisors, LLC

BUY
 -
197
+ 0.38%
$61.1K - $72.9K
51.9K $26.9M
Jul 07, 2023 Q2 2023
Platte River Wealth Advisors, LLC

BUY
 -
196
+ 0.79%
$60.8K - $72.6K
25.1K $13M
Jul 26, 2023 Q2 2023
Peak Financial Management, Inc.

BUY
 -
195
+ 14.33%
$60.4K - $72.2K
1.56K $807K
Aug 09, 2023 Q2 2023
Clear Investment Research, LLC

BUY
 -
194
+ 122.78%
$60.1K - $71.8K
352 $183K
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
193
+ 0.71%
$59.8K - $71.5K
27.4K $14.2M
Aug 09, 2023 Q2 2023
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
190
+ 14.04%
$58.9K - $70.3K
1.54K $800K
Jul 26, 2023 Q2 2023
Strengthening Families & Communities, LLC

BUY
 -
189
+ 0.99%
$58.6K - $70K
19.3K $10M
Jul 31, 2023 Q2 2023
Wright Fund Management, LLC

Santa Monica, CA
BUY
 -
189
+ 0.35%
$58.6K - $70K
54.6K $28.3M
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
187
+ 17.28%
$58K - $69.2K
1.27K $658K
Aug 11, 2023 Q2 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
184
+ 10.45%
$57K - $68.1K
1.94K $1.01M
Jul 20, 2023 Q2 2023
Nvest Financial, LLC

BUY
 -
183
+ 4.43%
$56.7K - $67.8K
4.31K $2.24M
Jul 13, 2023 Q2 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
182
+ 9.97%
$56.4K - $67.4K
2.01K $1.04M
Aug 02, 2023 Q2 2023
Wealth Architects, LLC

BUY
 -
180
+ 7.09%
$55.8K - $66.6K
2.72K $1.41M
Aug 14, 2023 Q2 2023
Spears Abacus Advisors LLC

BUY
 -
180
+ 6.64%
$55.8K - $66.6K
2.89K $1.5M
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
178
+ 9.36%
$55.2K - $65.9K
2.08K $1.08M
Jul 28, 2023 Q2 2023
Koss Olinger Consulting, LLC

BUY
 -
177
+ 3.78%
$54.9K - $65.5K
4.86K $2.52M
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
177
+ 0.6%
$54.9K - $65.5K
29.9K $15.5M
Aug 11, 2023 Q2 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
176
+ 8.38%
$54.6K - $65.2K
2.28K $1.18M
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
173
+ 4.19%
$53.6K - $64.1K
4.31K $2.23M
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

BUY
 -
171
+ 2.05%
$53K - $63.3K
8.51K $4.41M
Jul 13, 2023 Q2 2023
Cambridge Advisors Inc.

BUY
 -
170
+ 6.75%
$52.7K - $62.9K
2.69K $1.4M
Jul 19, 2023 Q2 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
168
+ 8.62%
$52.1K - $62.2K
2.12K $1.1M
Jul 27, 2023 Q2 2023
Rockland Trust CO

BUY
 -
168
+ 7.57%
$52.1K - $62.2K
2.39K $1.24M
Jul 31, 2023 Q2 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
167
+ 22.39%
$51.8K - $61.8K
913 $474K
Aug 02, 2023 Q2 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
167
+ 5.3%
$51.8K - $61.8K
3.32K $1.72M

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