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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.73K+ 126.61% |
$1.79M - $2.01M
|
6.67K
$4.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
3.73KNew |
$1.79M - $2M
|
3.73K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.72K+ 10.99% |
$1.79M - $2M
|
37.6K
$23M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.7K+ 20.17% |
$1.78M - $1.99M
|
22K
$13.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.69K+ 9.75% |
$1.77M - $1.98M
|
41.5K
$25.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
3.68K+ 14.37% |
$1.77M - $1.98M
|
29.3K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
3.68KNew |
$1.77M - $1.98M
|
3.68K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.67K+ 10.96% |
$1.77M - $1.98M
|
37.2K
$22.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.66K+ 5.35% |
$1.76M - $1.97M
|
72.1K
$44.1M
|
|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
3.63KNew |
$1.75M - $1.96M
|
3.63K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
3.62K+ 34.52% |
$1.74M - $1.95M
|
14.1K
$8.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.6KNew |
$1.73M - $1.94M
|
3.6K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.6K+ 1.93% |
$1.73M - $1.94M
|
190K
$116M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.58KNew |
$1.72M - $1.93M
|
3.58K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.54K+ 44.7% |
$1.7M - $1.9M
|
11.4K
$7M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.53K+ 2.11% |
$1.7M - $1.9M
|
171K
$104M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.52K+ 7.82% |
$1.69M - $1.89M
|
48.5K
$29.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.49KNew |
$1.68M - $1.88M
|
3.49K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3.48K+ 44.51% |
$1.68M - $1.87M
|
11.3K
$6.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.48K+ 5.65% |
$1.67M - $1.87M
|
65.1K
$39.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
3.47KNew |
$1.67M - $1.87M
|
3.47K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
3.45KNew |
$1.66M - $1.86M
|
3.45K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
3.42KNew |
$1.64M - $1.84M
|
3.42K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
3.41K+ 13.81% |
$1.64M - $1.83M
|
28.1K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
3.4KNew |
$1.64M - $1.83M
|
3.4K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.39K+ 27.48% |
$1.63M - $1.82M
|
15.7K
$9.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.39K+ 8.67% |
$1.63M - $1.82M
|
42.5K
$26M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3.39KNew |
$1.63M - $1.82M
|
3.39K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
3.38K+ 3.69% |
$1.63M - $1.82M
|
95K
$58.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.38K+ 2.52% |
$1.63M - $1.82M
|
138K
$84.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.38KNew |
$1.63M - $1.82M
|
3.38K
$2.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.37K+ 113.9% |
$1.62M - $1.81M
|
6.32K
$3.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.35K+ 487.19% |
$1.61M - $1.8M
|
4.03K
$2.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.34K+ 16.67% |
$1.61M - $1.8M
|
23.4K
$14.3M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.31K+ 2.83% |
$1.59M - $1.78M
|
120K
$73.5M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.3KNew |
$1.59M - $1.78M
|
3.3K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.3K+ 42.72% |
$1.59M - $1.77M
|
11K
$6.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.29KNew |
$1.58M - $1.77M
|
3.29K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.29K+ 14.48% |
$1.58M - $1.77M
|
26K
$15.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
3.28KNew |
$1.58M - $1.76M
|
3.28K
$2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 8.91% |
$1.56M - $1.75M
|
39.7K
$24.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.25K+ 52.15% |
$1.56M - $1.75M
|
9.47K
$5.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3.24KNew |
$1.56M - $1.75M
|
3.24K
$1.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.21K+ 9.9% |
$1.54M - $1.73M
|
35.6K
$21.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.21K+ 12.01% |
$1.54M - $1.73M
|
29.9K
$18.3M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
3.18KNew |
$1.53M - $1.71M
|
3.18K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.17K+ 49.66% |
$1.52M - $1.7M
|
9.54K
$5.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.15K+ 119.78% |
$1.52M - $1.69M
|
5.78K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.15KNew |
$1.51M - $1.69M
|
3.15K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
3.14KNew |
$1.51M - $1.69M
|
3.14K
$1.92M
|