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 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.82KNew |
$1.36M - $1.52M
|
2.82K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
2.82KNew |
$1.36M - $1.52M
|
2.82K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.78K+ 5.88% |
$1.34M - $1.5M
|
50.1K
$22.2M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.78K+ 56.23% |
$1.34M - $1.49M
|
7.72K
$3.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.76K+ 5.34% |
$1.33M - $1.49M
|
54.5K
$24.2M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.71K+ 2.44% |
$1.31M - $1.46M
|
114K
$50.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
2.71KNew |
$1.3M - $1.46M
|
2.71K
$1.2M
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
2.67KNew |
$1.28M - $1.43M
|
2.67K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.66K+ 317.16% |
$1.28M - $1.43M
|
3.5K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.66K+ 20.23% |
$1.28M - $1.43M
|
15.8K
$7.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
2.65KNew |
$1.28M - $1.43M
|
2.65K
$1.18M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.64KNew |
$1.27M - $1.42M
|
2.64K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.64K+ 8.23% |
$1.27M - $1.42M
|
34.6K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.63KNew |
$1.27M - $1.42M
|
2.63K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.62K+ 5.02% |
$1.26M - $1.41M
|
54.9K
$24.4M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.62KNew |
$1.26M - $1.41M
|
2.62K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.61KNew |
$1.26M - $1.4M
|
2.61K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.6K+ 1.8% |
$1.25M - $1.4M
|
147K
$65.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.59K+ 6.35% |
$1.25M - $1.39M
|
43.4K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
2.58KNew |
$1.24M - $1.39M
|
2.58K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.55KNew |
$1.23M - $1.37M
|
2.55K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.54KNew |
$1.22M - $1.37M
|
2.54K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.52K+ 15.77% |
$1.21M - $1.36M
|
18.5K
$8.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.52K+ 49.72% |
$1.21M - $1.36M
|
7.58K
$3.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.46K+ 7.42% |
$1.18M - $1.32M
|
35.5K
$15.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.46K+ 56.22% |
$1.18M - $1.32M
|
6.82K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
2.45KNew |
$1.18M - $1.32M
|
2.45K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2.45K+ 15.99% |
$1.18M - $1.32M
|
17.8K
$7.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.44K+ 9.13% |
$1.18M - $1.31M
|
29.2K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
2.44K+ 0.21% |
$1.18M - $1.31M
|
1.17M
$518M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.43K+ 2.61% |
$1.17M - $1.31M
|
95.4K
$42.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.43K+ 8.34% |
$1.17M - $1.31M
|
31.6K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.4K+ 17.97% |
$1.15M - $1.29M
|
15.7K
$6.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
2.39KNew |
$1.15M - $1.29M
|
2.39K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
2.39K+ 86.29% |
$1.15M - $1.28M
|
5.15K
$2.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.38KNew |
$1.15M - $1.28M
|
2.38K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
2.38K+ 1859.38% |
$1.15M - $1.28M
|
2.51K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
2.38K+ 5.45% |
$1.14M - $1.28M
|
46K
$20.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2.38KNew |
$1.14M - $1.28M
|
2.38K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2.37KNew |
$1.14M - $1.28M
|
2.37K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.37K+ 8.59% |
$1.14M - $1.27M
|
29.9K
$13.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.35K+ 25.3% |
$1.13M - $1.27M
|
11.7K
$5.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.35K+ 2.56% |
$1.13M - $1.26M
|
93.9K
$41.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.35K+ 9.01% |
$1.13M - $1.26M
|
28.4K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
2.35K+ 4.1% |
$1.13M - $1.26M
|
59.6K
$26.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.33K+ 2.57% |
$1.12M - $1.26M
|
93.1K
$41.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.31K+ 1.28% |
$1.11M - $1.25M
|
182K
$81M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.31K+ 9.0% |
$1.11M - $1.24M
|
28K
$12.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.31K+ 11.37% |
$1.11M - $1.24M
|
22.6K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.31K+ 1.88% |
$1.11M - $1.24M
|
125K
$55.5M
|