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
|
Novem Group
Rochester, NY |
BUY
|
- |
2.29KNew |
$1.1M - $1.23M
|
2.29K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
2.26KNew |
$1.09M - $1.22M
|
2.26K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.25K+ 38.78% |
$1.08M - $1.21M
|
8.03K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.24K+ 3.83% |
$1.08M - $1.21M
|
60.8K
$27M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.24K+ 1.6% |
$1.08M - $1.21M
|
143K
$63.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.23K+ 0.74% |
$1.07M - $1.2M
|
304K
$135M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.22K+ 7.35% |
$1.07M - $1.2M
|
32.5K
$14.4M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.21KNew |
$1.06M - $1.19M
|
2.21K
$982K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.21K+ 106.82% |
$1.06M - $1.19M
|
4.28K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
2.2KNew |
$1.06M - $1.18M
|
2.2K
$976K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.19K+ 9.5% |
$1.05M - $1.18M
|
25.2K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.16K+ 3.94% |
$1.04M - $1.16M
|
56.9K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
2.14KNew |
$1.03M - $1.15M
|
2.14K
$948K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.12K+ 6.96% |
$1.02M - $1.14M
|
32.5K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.1K+ 12.53% |
$1.01M - $1.13M
|
18.9K
$8.39M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.09KNew |
$1M - $1.12M
|
2.09K
$927K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.09KNew |
$1M - $1.12M
|
2.09K
$926K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.08K+ 54.85% |
$1M - $1.12M
|
5.87K
$2.61M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.06KNew |
$992K - $1.11M
|
2.06K
$916K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.06K+ 41.78% |
$991K - $1.11M
|
6.99K
$3.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.06K+ 159.61% |
$991K - $1.11M
|
3.35K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.06K+ 58.39% |
$989K - $1.11M
|
5.58K
$2.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
2.06K+ 8.38% |
$989K - $1.11M
|
26.6K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.04K+ 42.34% |
$983K - $1.1M
|
6.87K
$3.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.01K+ 8.26% |
$966K - $1.08M
|
26.3K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2K+ 16.68% |
$962K - $1.08M
|
14K
$6.21M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.99KNew |
$958K - $1.07M
|
1.99K
$884K
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
1.98KNew |
$954K - $1.07M
|
1.98K
$881K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.96K+ 32.58% |
$945K - $1.06M
|
7.99K
$3.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.95KNew |
$940K - $1.05M
|
1.95K
$867K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.94K+ 14.38% |
$931K - $1.04M
|
15.4K
$6.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.93K+ 38.6% |
$929K - $1.04M
|
6.93K
$3.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.92KNew |
$925K - $1.03M
|
1.92K
$854K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.92K+ 7.16% |
$924K - $1.03M
|
28.7K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 38.18% |
$918K - $1.03M
|
6.9K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.9KNew |
$912K - $1.02M
|
1.9K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.89K+ 3.75% |
$909K - $1.02M
|
52.2K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.87KNew |
$901K - $1.01M
|
1.87K
$832K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.85KNew |
$891K - $996K
|
1.85K
$822K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.85KNew |
$889K - $994K
|
1.85K
$820K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.84K+ 47.26% |
$885K - $990K
|
5.73K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.84K+ 34.73% |
$884K - $988K
|
7.12K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.83KNew |
$881K - $985K
|
1.83K
$813K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.82K+ 8.22% |
$878K - $982K
|
24K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.82K+ 14.99% |
$877K - $981K
|
14K
$6.21M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.8KNew |
$864K - $967K
|
1.8K
$798K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.8KNew |
$864K - $966K
|
1.8K
$797K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.79K+ 3.41% |
$863K - $965K
|
54.3K
$24.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
1.79K+ 154.45% |
$860K - $962K
|
2.94K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 0.21% |
$855K - $956K
|
828K
$368M
|