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 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-17- 1.22% |
$8.18K - $9.15K
|
1.38K
$733K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-18- 0.04% |
$8.66K - $9.69K
|
46.5K
$24.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-18- 0.85% |
$8.66K - $9.69K
|
2.1K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-19- 0.59% |
$9.14K - $10.2K
|
3.23K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-20- 3.02% |
$9.62K - $10.8K
|
643
$342K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-21- 0.16% |
$10.1K - $11.3K
|
13.5K
$7.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-21- 0.3% |
$10.1K - $11.3K
|
7.05K
$3.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-22- 0.97% |
$10.6K - $11.8K
|
2.24K
$1.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-22- 3.74% |
$10.6K - $11.8K
|
567
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-22- 1.57% |
$10.6K - $11.8K
|
1.38K
$733K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-24- 1.84% |
$11.5K - $12.9K
|
1.28K
$681K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-25- 0.33% |
$12K - $13.5K
|
7.57K
$4.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-25- 1.06% |
$12K - $13.5K
|
2.33K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-25- 0.84% |
$12K - $13.5K
|
2.97K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-25- 0.99% |
$12K - $13.5K
|
2.5K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-26- 0.54% |
$12.5K - $14K
|
4.77K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-27- 3.49% |
$13K - $14.5K
|
746
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-27- 2.0% |
$13K - $14.5K
|
1.32K
$703K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-28- 2.48% |
$13.5K - $15.1K
|
1.1K
$585K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-28- 1.13% |
$13.5K - $15.1K
|
2.46K
$1.31M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-33- 4.18% |
$15.9K - $17.8K
|
756
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-33- 3.54% |
$15.9K - $17.8K
|
899
$479K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-34- 2.13% |
$16.4K - $18.3K
|
1.56K
$831K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-34- 5.54% |
$16.4K - $18.3K
|
580
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-34- 1.33% |
$16.4K - $18.3K
|
2.52K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-34- 0.27% |
$16.4K - $18.3K
|
12.6K
$6.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-35- 1.68% |
$16.8K - $18.8K
|
2.05K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-35- 1.62% |
$16.8K - $18.8K
|
2.12K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-37- 1.4% |
$17.8K - $19.9K
|
2.61K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-37- 1.42% |
$17.8K - $19.9K
|
2.56K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-38- 0.66% |
$18.3K - $20.5K
|
5.71K
$3.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-38- 4.88% |
$18.3K - $20.5K
|
741
$395K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-38- 4.14% |
$18.3K - $20.5K
|
879
$468K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-41- 6.37% |
$19.7K - $22.1K
|
603
$321K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-42- 0.53% |
$20.2K - $22.6K
|
7.91K
$4.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-43- 0.73% |
$20.7K - $23.1K
|
5.89K
$3.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-43- 0.57% |
$20.7K - $23.1K
|
7.47K
$3.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-46- 2.05% |
$22.1K - $24.8K
|
2.19K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-49- 4.43% |
$23.6K - $26.4K
|
1.06K
$564K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-49- 0.9% |
$23.6K - $26.4K
|
5.41K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-49- 3.16% |
$23.6K - $26.4K
|
1.5K
$801K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-50- 0.25% |
$24.1K - $26.9K
|
20.3K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-50- 0.59% |
$24.1K - $26.9K
|
8.45K
$4.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-50- 3.15% |
$24.1K - $26.9K
|
1.54K
$819K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-51- 0.15% |
$24.5K - $27.4K
|
33.7K
$17.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-52- 13.13% |
$25K - $28K
|
344
$183K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-53- 0.12% |
$25.5K - $28.5K
|
43.2K
$23M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-53- 6.87% |
$25.5K - $28.5K
|
718
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-55- 5.49% |
$26.5K - $29.6K
|
946
$504K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-55- 7.22% |
$26.5K - $29.6K
|
707
$377K
|