Purchases and Sales Made in Q1 2022 in Invesco Qqq Trust, Series 1 (QQQ)
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 28, 2022
Q1 2022
|
Madden Securities Corp
|
BUY
|
- |
23+ 0.83% |
$7.32K - $9.24K
|
2.8K
$1.42M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
22+ 0.39% |
$7K - $8.84K
|
5.61K
$2.83M
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
22+ 0.35% |
$7K - $8.84K
|
6.29K
$3.18M
|
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
22+ 3.37% |
$7K - $8.84K
|
674
$341K
|
|
|
Apr 22, 2022
Q1 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
21+ 0.98% |
$6.68K - $8.44K
|
2.16K
$1.09M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
21+ 0.08% |
$6.68K - $8.44K
|
25K
$12.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
21+ 0.8% |
$6.68K - $8.44K
|
2.64K
$1.33M
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
20+ 666.67% |
$6.36K - $8.03K
|
23
$11.6K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20+ 1.3% |
$6.36K - $8.03K
|
1.56K
$788K
|
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
20+ 2.51% |
$6.36K - $8.03K
|
817
$413K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19+ 2.41% |
$6.05K - $7.63K
|
807
$408K
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
19+ 1.12% |
$6.05K - $7.63K
|
1.72K
$870K
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
19+ 0.37% |
$6.05K - $7.63K
|
5.11K
$2.58M
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
18+ 0.36% |
$5.73K - $7.23K
|
4.97K
$2.51M
|
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
BUY
|
- |
18+ 0.05% |
$5.73K - $7.23K
|
33K
$16.7M
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
17+ 1.24% |
$5.41K - $6.83K
|
1.39K
$703K
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
16+ 1.17% |
$5.09K - $6.43K
|
1.38K
$699K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16+ 0.15% |
$5.09K - $6.43K
|
10.4K
$5.26M
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
16+ 0.7% |
$5.09K - $6.43K
|
2.32K
$1.17M
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
16+ 0.18% |
$5.09K - $6.43K
|
8.67K
$4.38M
|
|
|
Apr 26, 2022
Q1 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
15New |
$4.77K - $6.03K
|
15
$7.58K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
15+ 0.51% |
$4.77K - $6.03K
|
2.95K
$1.49M
|
|
|
Apr 14, 2022
Q1 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
15+ 1.85% |
$4.77K - $6.03K
|
825
$417K
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
15+ 2.18% |
$4.77K - $6.03K
|
703
$355K
|
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.05% |
$4.45K - $5.62K
|
29.1K
$14.7M
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
14+ 0.52% |
$4.45K - $5.62K
|
2.72K
$1.37M
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
13+ 0.32% |
$4.14K - $5.22K
|
4.14K
$2.09M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
13+ 0.08% |
$4.14K - $5.22K
|
16.6K
$8.37M
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
13+ 0.6% |
$4.14K - $5.22K
|
2.18K
$1.1M
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 1.48% |
$3.82K - $4.82K
|
822
$415K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12+ 19.35% |
$3.82K - $4.82K
|
74
$37.4K
|
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
11+ 0.98% |
$3.5K - $4.42K
|
1.13K
$570K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
10+ 0.34% |
$3.18K - $4.02K
|
2.95K
$1.49M
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
10+ 0.18% |
$3.18K - $4.02K
|
5.63K
$2.85M
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
10+ 0.02% |
$3.18K - $4.02K
|
50.4K
$25.5M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
10+ 1.06% |
$3.18K - $4.02K
|
956
$483K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
10+ 0.95% |
$3.18K - $4.02K
|
1.06K
$536K
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
10+ 1.55% |
$3.18K - $4.02K
|
656
$331K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
10+ 0.47% |
$3.18K - $4.02K
|
2.16K
$1.09M
|
|
|
May 12, 2022
Q1 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
10+ 0.75% |
$3.18K - $4.02K
|
1.34K
$676K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 0.2% |
$2.86K - $3.62K
|
4.54K
$2.29M
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
9+ 2.99% |
$2.86K - $3.62K
|
310
$157K
|
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
8+ 0.69% |
$2.55K - $3.21K
|
1.16K
$588K
|
|
|
Apr 14, 2022
Q1 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
8+ 0.79% |
$2.55K - $3.21K
|
1.02K
$514K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8+ 11.27% |
$2.55K - $3.21K
|
79
$39.9K
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
8+ 0.83% |
$2.55K - $3.21K
|
976
$493K
|
|
|
Apr 27, 2022
Q1 2022
|
Family Capital Trust CO
|
BUY
|
- |
7+ 0.75% |
$2.23K - $2.81K
|
944
$477K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 1.38% |
$2.23K - $2.81K
|
515
$260K
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
7+ 0.14% |
$2.23K - $2.81K
|
5.07K
$2.56M
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7+ 0.41% |
$2.23K - $2.81K
|
1.71K
$864K
|