Purchases and Sales Made in Q1 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 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 26, 2023 Q1 2023
Socha Financial Group, LLC

Corning, NY
BUY
 -
1.56K
+ 1.89%
$409K - $501K
84K $42.4M
Apr 21, 2023 Q1 2023
Chatham Capital Group, Inc.

BUY
 -
1.55K
+ 7.81%
$405K - $497K
21.4K $10.8M
Apr 10, 2023 Q1 2023
Royal Fund Management, LLC

BUY
 -
1.55K
+ 5.14%
$404K - $496K
31.6K $16M
May 09, 2023 Q1 2023
Epic Trust Investment Advisors, LLC

BUY
 -
1.53K
+ 11.92%
$400K - $490K
14.3K $7.25M
May 04, 2023 Q1 2023
Beacon Financial Planning, Inc

Hyannis, MA
BUY
 -
1.52K
+ 3.73%
$398K - $488K
42.3K $21.4M
May 04, 2023 Q1 2023
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
1.52K
+ 5.92%
$398K - $488K
27.2K $13.8M
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
1.5K
+ 2.9%
$393K - $482K
53.3K $26.9M
May 15, 2023 Q1 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
1.5K
+ 5.34%
$391K - $480K
29.5K $14.9M
May 15, 2023 Q1 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
1.49K
New
$391K - $479K
1.49K $755K
Apr 24, 2023 Q1 2023
Corundum Group, Inc.

BUY
 -
1.47K
New
$385K - $472K
1.47K $743K
May 11, 2023 Q1 2023
Worth Pointe, LLC

La Jolla, CA
BUY
 -
1.45K
New
$379K - $465K
1.45K $732K
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
1.45K
+ 5.71%
$378K - $464K
26.8K $13.5M
May 15, 2023 Q1 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
1.43K
New
$375K - $460K
1.43K $725K
May 08, 2023 Q1 2023
Allie Family Office LLC

BUY
 -
1.41K
+ 54.42%
$369K - $453K
4K $2.02M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.4K
+ 3.89%
$365K - $448K
37.3K $18.9M
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
1.39K
New
$364K - $447K
1.39K $704K
May 03, 2023 Q1 2023
Sterling Financial Planning, Inc.

BUY
 -
1.39K
+ 26.48%
$364K - $446K
6.65K $3.36M
May 05, 2023 Q1 2023
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
1.39K
New
$363K - $445K
1.39K $700K
May 01, 2023 Q1 2023
Banque Pictet & Cie Sa

BUY
 -
1.38K
+ 3.08%
$360K - $442K
46.2K $23.3M
Oct 30, 2023 Q1 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
1.38K
+ 79.35%
$360K - $442K
3.11K $1.57M
May 04, 2023 Q1 2023
Harbor Advisory Corp

BUY
 -
1.37K
New
$358K - $439K
1.37K $692K
May 02, 2023 Q1 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
1.37K
+ 20.5%
$358K - $439K
8.04K $4.06M
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.37K
+ 7.73%
$357K - $438K
19K $9.62M
Apr 27, 2023 Q1 2023
Roman Butler Fullerton & CO

BUY
 -
1.36K
+ 110.02%
$356K - $437K
2.6K $1.31M
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
1.36K
+ 4.97%
$355K - $436K
28.6K $14.5M
Jul 24, 2023 Q1 2023
Pvg Asset Management Corp

Golden, CO
BUY
 -
1.35K
+ 33.09%
$353K - $433K
5.43K $2.74M
Apr 14, 2023 Q1 2023
Gibson Capital, LLC

Wexford, PA
BUY
 -
1.33K
New
$349K - $428K
1.33K $674K
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
1.33K
+ 63.41%
$348K - $427K
3.43K $1.73M
Apr 26, 2023 Q1 2023
Wespac Advisors, LLC

BUY
 -
1.32K
New
$346K - $424K
1.32K $668K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
1.32K
+ 4.18%
$344K - $422K
32.8K $16.6M
May 04, 2023 Q1 2023
Patron Partners, LLC

BUY
 -
1.31K
+ 101.48%
$342K - $419K
2.59K $1.31M
Apr 24, 2023 Q1 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
1.3K
New
$341K - $418K
1.3K $659K
Apr 25, 2023 Q1 2023
North Crest Asset Manangement, LLC

BUY
 -
1.29K
+ 33.66%
$338K - $415K
5.14K $2.6M
Apr 26, 2023 Q1 2023
Safeguard Financial, LLC

BUY
 -
1.29K
New
$338K - $415K
1.29K $653K
May 01, 2023 Q1 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
1.28K
+ 4.47%
$334K - $410K
29.8K $15.1M
May 04, 2023 Q1 2023
Resolute Wealth Strategies, LLC

Jackson, MS
BUY
 -
1.26K
New
$330K - $404K
1.26K $637K
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
1.26K
New
$328K - $403K
1.26K $634K
May 04, 2023 Q1 2023
Capital Wealth Alliance, LLC

BUY
 -
1.25K
+ 31.35%
$327K - $402K
5.25K $2.65M
Apr 17, 2023 Q1 2023
Bill Few Associates, Inc.

BUY
 -
1.24K
New
$325K - $399K
1.24K $629K
May 01, 2023 Q1 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
1.24K
New
$324K - $398K
1.24K $627K
Apr 20, 2023 Q1 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
1.24K
+ 20.74%
$323K - $396K
7.19K $3.63M
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
1.23K
+ 3.03%
$321K - $393K
41.7K $21.1M
Apr 24, 2023 Q1 2023
Peoples Bank

BUY
 -
1.22K
New
$320K - $392K
1.22K $618K
Apr 13, 2023 Q1 2023
Venture Visionary Partners LLC

BUY
 -
1.22K
+ 1.51%
$319K - $391K
81.7K $41.3M
Apr 28, 2023 Q1 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
1.22K
+ 8.69%
$318K - $391K
15.2K $7.69M
May 04, 2023 Q1 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
1.21K
+ 5.27%
$317K - $389K
24.2K $12.2M
Apr 24, 2023 Q1 2023
Pps&V Asset Management Consultants, Inc.

Portage, MI
BUY
 -
1.21K
+ 2.0%
$315K - $387K
61.4K $31M
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1.2K
+ 2.08%
$315K - $386K
59.2K $29.9M
May 12, 2023 Q1 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
1.2K
+ 10.12%
$314K - $386K
13.1K $6.61M

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