Purchases and Sales Made in Q1 2022 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 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
Apr 22, 2022 Q1 2022
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
793
+ 4.65%
$252K - $319K
17.8K $9.08M
May 04, 2022 Q1 2022
Thoroughbred Financial Services, LLC

BUY
 -
792
+ 1.53%
$252K - $318K
52.4K $26.7M
May 10, 2022 Q1 2022
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
792
+ 2.86%
$252K - $318K
28.5K $14.5M
Apr 24, 2024 Q1 2022
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
776
+ 147.25%
$247K - $312K
1.3K $664K
Apr 29, 2022 Q1 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
775
+ 9.73%
$247K - $311K
8.74K $4.45M
May 10, 2022 Q1 2022
Provence Wealth Management Group

BUY
 -
772
+ 9.66%
$246K - $310K
8.77K $4.47M
May 13, 2022 Q1 2022
Rmr Wealth Builders

BUY
 -
770
+ 4.8%
$245K - $309K
16.8K $8.56M
Oct 23, 2024 Q1 2022
Convergence Financial, LLC

Columbia, MO
BUY
 -
770
New
$245K - $309K
770 $392K
May 13, 2022 Q1 2022
J. W. Coons Advisors, LLC

BUY
 -
761
New
$242K - $306K
761 $388K
May 25, 2022 Q1 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
761
+ 13.07%
$242K - $306K
6.59K $3.35M
Apr 25, 2022 Q1 2022
Arbor Trust Wealth Advisors, LLC

BUY
 -
756
New
$241K - $304K
756 $385K
May 06, 2022 Q1 2022
Phillips Financial Management, LLC

BUY
 -
751
New
$239K - $302K
751 $382K
May 16, 2022 Q1 2022
V Wealth Advisors LLC

BUY
 -
748
+ 0.93%
$238K - $300K
80.8K $41.1M
May 13, 2022 Q1 2022
Fortis Capital Management LLC

BUY
 -
744
+ 39.76%
$237K - $299K
2.62K $1.33M
May 13, 2022 Q1 2022
Turim 21 Investimentos Ltda.

Rio De Janeiro, D5
BUY
 -
743
+ 51.24%
$236K - $298K
2.19K $1.12M
Apr 25, 2022 Q1 2022
Westside Investment Management, Inc.

BUY
 -
741
+ 2.78%
$236K - $298K
27.4K $14M
Apr 11, 2022 Q1 2022
Aurora Investment Managers, Llc.

BUY
 -
741
+ 3.26%
$236K - $298K
23.5K $12M
Apr 29, 2022 Q1 2022
Retirement Solution Inc.

BUY
 -
729
+ 0.59%
$232K - $293K
123K $62.9M
May 10, 2022 Q1 2022
Avidian Wealth Solutions, LLC

BUY
 -
728
+ 33.99%
$232K - $292K
2.87K $1.46M
Apr 28, 2022 Q1 2022
Bcs Wealth Management

BUY
 -
728
+ 11.46%
$232K - $292K
7.08K $3.61M
Apr 15, 2022 Q1 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
728
New
$232K - $292K
728 $371K
May 11, 2022 Q1 2022
Front Row Advisors LLC

Tiburon, CA
BUY
 -
724
+ 22.02%
$230K - $291K
4.01K $2.04M
May 03, 2022 Q1 2022
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
722
+ 72.64%
$230K - $290K
1.72K $874K
Jul 20, 2023 Q1 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
720
New
$229K - $289K
720 $367K
May 02, 2022 Q1 2022
Next Capital Management LLC

BUY
 -
719
+ 2.73%
$229K - $289K
27.1K $13.8M
Apr 22, 2022 Q1 2022
Capital Planning LLC

BUY
 -
714
+ 3.39%
$227K - $287K
21.8K $11.1M
May 05, 2022 Q1 2022
Falcon Wealth Planning

BUY
 -
712
+ 97.94%
$227K - $286K
1.44K $733K
May 11, 2022 Q1 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
707
+ 4.83%
$225K - $284K
15.4K $7.82M
May 02, 2022 Q1 2022
Thrive Wealth Management, LLC

BUY
 -
703
New
$224K - $282K
703 $358K
May 10, 2022 Q1 2022
Ledge Wealth Management, Inc.

BUY
 -
700
New
$223K - $281K
700 $357K
Apr 22, 2022 Q1 2022
Bank Of The West

BUY
 -
700
+ 25.64%
$223K - $281K
3.43K $1.75M
May 13, 2022 Q1 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
700
+ 1.85%
$223K - $281K
38.6K $19.7M
Apr 26, 2022 Q1 2022
Grandview Asset Management LLC

BUY
 -
690
+ 3.43%
$220K - $277K
20.8K $10.6M
May 09, 2022 Q1 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
689
+ 7.01%
$219K - $277K
10.5K $5.35M
May 09, 2022 Q1 2022
Wellington Shields & Co., LLC

New York, NY
BUY
 -
687
New
$219K - $276K
687 $350K
May 13, 2022 Q1 2022
Select Asset Management & Trust

Mechanicsburg, PA
BUY
 -
685
New
$218K - $275K
685 $349K
May 04, 2022 Q1 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
683
+ 194.59%
$217K - $274K
1.03K $527K
May 12, 2022 Q1 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
681
+ 39.48%
$217K - $274K
2.41K $1.23M
May 04, 2022 Q1 2022
Tuttle Capital Management, LLC

BUY
 -
678
New
$216K - $272K
678 $345K
Aug 12, 2024 Q1 2022
Abound Wealth Management

Franklin, TN
BUY
 -
677
+ 24.39%
$215K - $272K
3.45K $1.76M
May 16, 2022 Q1 2022
Offit Capital Advisors LLC

BUY
 -
675
New
$215K - $271K
675 $344K
Apr 06, 2022 Q1 2022
Spence Asset Management

BUY
 -
665
+ 5.83%
$212K - $267K
12.1K $6.15M
Apr 18, 2022 Q1 2022
Clarity Financial LLC

BUY
 -
665
New
$212K - $267K
665 $339K
Apr 21, 2022 Q1 2022
Mastrapasqua Asset Management Inc

BUY
 -
655
+ 128.94%
$208K - $263K
1.16K $592K
Apr 28, 2022 Q1 2022
Santori & Peters, Inc.

BUY
 -
650
New
$207K - $261K
650 $331K
May 16, 2022 Q1 2022
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
650
+ 12.83%
$207K - $261K
5.72K $2.91M
Apr 13, 2022 Q1 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
649
+ 2.62%
$206K - $261K
25.4K $12.9M
May 12, 2022 Q1 2022
Adaptive Financial Consulting, LLC

Beachwood, OH
BUY
 -
648
+ 2.01%
$206K - $260K
32.9K $16.8M
May 13, 2022 Q1 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
645
+ 22.68%
$205K - $259K
3.49K $1.78M

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