Purchases and Sales Made in Q3 2022 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
285+ 21.48% |
$76.2K - $94.9K
|
1.61K
$815K
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
BUY
|
- |
282+ 0.7% |
$75.4K - $93.9K
|
40.3K
$20.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
281+ 2.73% |
$75.1K - $93.6K
|
10.6K
$5.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
278+ 18.28% |
$74.3K - $92.6K
|
1.8K
$910K
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
BUY
|
- |
276+ 7.27% |
$73.8K - $91.9K
|
4.08K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
275+ 7.83% |
$73.5K - $91.6K
|
3.79K
$1.92M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
273+ 12.74% |
$73K - $90.9K
|
2.42K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
270+ 27.69% |
$72.2K - $89.9K
|
1.25K
$630K
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
269+ 8.33% |
$71.9K - $89.6K
|
3.5K
$1.77M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
267New |
$71.4K - $88.9K
|
267
$135K
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
261New |
$69.8K - $86.9K
|
261
$132K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
254+ 2.8% |
$67.9K - $84.6K
|
9.32K
$4.71M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
253+ 2.24% |
$67.6K - $84.3K
|
11.5K
$5.84M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
253+ 58.29% |
$67.6K - $84.3K
|
687
$347K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
252+ 28.19% |
$67.3K - $83.9K
|
1.15K
$580K
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
252+ 3.35% |
$67.3K - $83.9K
|
7.77K
$3.93M
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
250+ 25.61% |
$66.8K - $83.3K
|
1.23K
$620K
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
250+ 25.03% |
$66.8K - $83.3K
|
1.25K
$632K
|
|
|
Oct 04, 2022
Q3 2022
|
Spence Asset Management
|
BUY
|
- |
249+ 2.01% |
$66.5K - $82.9K
|
12.6K
$6.39M
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
247+ 2.99% |
$66K - $82.3K
|
8.5K
$4.3M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
244+ 2.86% |
$65.2K - $81.3K
|
8.76K
$4.43M
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
242+ 26.45% |
$64.7K - $80.6K
|
1.16K
$585K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
242+ 1.94% |
$64.7K - $80.6K
|
12.7K
$6.44M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
242+ 1.94% |
$64.7K - $80.6K
|
12.7K
$6.44M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
240+ 3.05% |
$64.1K - $79.9K
|
8.11K
$4.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
239+ 11.09% |
$63.9K - $79.6K
|
2.4K
$1.21M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
235+ 4.31% |
$62.8K - $78.3K
|
5.69K
$2.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
232+ 3.47% |
$62K - $77.3K
|
6.91K
$3.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
231+ 3.8% |
$61.7K - $76.9K
|
6.31K
$3.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
231+ 3.87% |
$61.7K - $76.9K
|
6.2K
$3.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
230+ 0.89% |
$61.5K - $76.6K
|
25.9K
$13.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
228+ 1.36% |
$60.9K - $75.9K
|
16.9K
$8.57M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
227+ 0.72% |
$60.7K - $75.6K
|
31.6K
$16M
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
227+ 4.96% |
$60.7K - $75.6K
|
4.81K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
227+ 4.77% |
$60.7K - $75.6K
|
4.99K
$2.52M
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
226+ 0.26% |
$60.4K - $75.3K
|
85.7K
$43.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
225+ 4.19% |
$60.1K - $74.9K
|
5.59K
$2.83M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
225+ 1.58% |
$60.1K - $74.9K
|
14.5K
$7.32M
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
222+ 541.46% |
$59.3K - $73.9K
|
263
$133K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
221+ 4.89% |
$59.1K - $73.6K
|
4.75K
$2.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
221+ 25.91% |
$59.1K - $73.6K
|
1.07K
$543K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
219+ 5.08% |
$58.5K - $72.9K
|
4.53K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
219+ 1.64% |
$58.5K - $72.9K
|
13.6K
$6.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
218+ 2.81% |
$58.3K - $72.6K
|
7.99K
$4.04M
|
|
|
Oct 20, 2022
Q3 2022
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
211+ 0.91% |
$56.4K - $70.3K
|
23.3K
$11.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
211+ 23.55% |
$56.4K - $70.3K
|
1.11K
$560K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
211+ 7.28% |
$56.4K - $70.3K
|
3.11K
$1.57M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
209+ 6.73% |
$55.9K - $69.6K
|
3.32K
$1.68M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
204+ 0.13% |
$54.5K - $67.9K
|
161K
$81.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
204+ 2.93% |
$54.5K - $67.9K
|
7.16K
$3.62M
|