Purchases and Sales Made in Q4 2024 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
3.42KNew |
$1.64M - $1.84M
|
3.42K
$1.52M
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
3.41K+ 13.81% |
$1.64M - $1.83M
|
28.1K
$12.5M
|
|
Feb 13, 2025
Q4 2024
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
3.4KNew |
$1.64M - $1.83M
|
3.4K
$1.51M
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.39K+ 27.48% |
$1.63M - $1.82M
|
15.7K
$6.99M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.39K+ 8.67% |
$1.63M - $1.82M
|
42.5K
$18.9M
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3.39KNew |
$1.63M - $1.82M
|
3.39K
$1.5M
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
3.38K+ 3.69% |
$1.63M - $1.82M
|
95K
$42.2M
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.38K+ 2.52% |
$1.63M - $1.82M
|
138K
$61.1M
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.38KNew |
$1.63M - $1.82M
|
3.38K
$1.5M
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.37K+ 113.9% |
$1.62M - $1.81M
|
6.32K
$2.81M
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.35K+ 487.19% |
$1.61M - $1.8M
|
4.03K
$1.79M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.34K+ 16.67% |
$1.61M - $1.8M
|
23.4K
$10.4M
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.31K+ 2.83% |
$1.59M - $1.78M
|
120K
$53.3M
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.3KNew |
$1.59M - $1.78M
|
3.3K
$1.47M
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.3K+ 42.72% |
$1.59M - $1.77M
|
11K
$4.89M
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.29KNew |
$1.58M - $1.77M
|
3.29K
$1.46M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.29K+ 14.48% |
$1.58M - $1.77M
|
26K
$11.5M
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
3.28KNew |
$1.58M - $1.76M
|
3.28K
$1.45M
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 8.91% |
$1.56M - $1.75M
|
39.7K
$17.6M
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.25K+ 52.15% |
$1.56M - $1.75M
|
9.47K
$4.21M
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3.24KNew |
$1.56M - $1.75M
|
3.24K
$1.44M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.21K+ 9.9% |
$1.54M - $1.73M
|
35.6K
$15.8M
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.21K+ 12.01% |
$1.54M - $1.73M
|
29.9K
$13.3M
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
3.18KNew |
$1.53M - $1.71M
|
3.18K
$1.41M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.17K+ 49.66% |
$1.52M - $1.7M
|
9.54K
$4.24M
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.15K+ 119.78% |
$1.52M - $1.69M
|
5.78K
$2.57M
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.15KNew |
$1.51M - $1.69M
|
3.15K
$1.4M
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
3.14KNew |
$1.51M - $1.69M
|
3.14K
$1.4M
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.14K+ 31.38% |
$1.51M - $1.69M
|
13.2K
$5.84M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.13KNew |
$1.5M - $1.68M
|
3.13K
$1.39M
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.12K+ 163.87% |
$1.5M - $1.68M
|
5.02K
$2.23M
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.11K+ 106.29% |
$1.5M - $1.67M
|
6.04K
$2.68M
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
3.1K+ 609.84% |
$1.49M - $1.67M
|
3.61K
$1.6M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3.09KNew |
$1.49M - $1.66M
|
3.09K
$1.37M
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.06K+ 507.81% |
$1.47M - $1.65M
|
3.66K
$1.62M
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.03KNew |
$1.46M - $1.63M
|
3.03K
$1.35M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
3.03K+ 4.21% |
$1.46M - $1.63M
|
75K
$33.3M
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3.01KNew |
$1.45M - $1.62M
|
3.01K
$1.34M
|
|
Feb 13, 2025
Q4 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
3KNew |
$1.44M - $1.61M
|
3K
$1.33M
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.99K+ 74.82% |
$1.44M - $1.61M
|
6.98K
$3.1M
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.95K+ 16.02% |
$1.42M - $1.59M
|
21.4K
$9.49M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.95K+ 15.37% |
$1.42M - $1.59M
|
22.1K
$9.82M
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.91KNew |
$1.4M - $1.57M
|
2.91K
$1.29M
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
2.91KNew |
$1.4M - $1.56M
|
2.91K
$1.29M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.89KNew |
$1.39M - $1.55M
|
2.89K
$1.28M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.88K+ 15.39% |
$1.38M - $1.55M
|
21.6K
$9.57M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.85K+ 9.32% |
$1.37M - $1.53M
|
33.4K
$14.8M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.85K+ 13.7% |
$1.37M - $1.53M
|
23.6K
$10.5M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.84K+ 9.01% |
$1.37M - $1.53M
|
34.4K
$15.3M
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.83K+ 15.72% |
$1.36M - $1.52M
|
20.8K
$9.25M
|