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
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-60- 2.42% |
$28.9K - $32.3K
|
2.42K
$1.29M
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-60- 11.56% |
$28.9K - $32.3K
|
459
$244K
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-60- 3.9% |
$28.9K - $32.3K
|
1.48K
$788K
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-62- 6.3% |
$29.8K - $33.4K
|
922
$491K
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-63- 0.88% |
$30.3K - $33.9K
|
7.13K
$3.8M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-63- 0.55% |
$30.3K - $33.9K
|
11.4K
$6.07M
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-64- 23.53% |
$30.8K - $34.4K
|
208
$111K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-64- 3.39% |
$30.8K - $34.4K
|
1.82K
$972K
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-65- 0.44% |
$31.3K - $35K
|
14.6K
$7.76M
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-65- 3.6% |
$31.3K - $35K
|
1.74K
$928K
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-69- 0.54% |
$33.2K - $37.1K
|
12.6K
$6.73M
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-69- 1.81% |
$33.2K - $37.1K
|
3.74K
$1.99M
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-70- 1.26% |
$33.7K - $37.7K
|
5.49K
$2.92M
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-73- 1.52% |
$35.1K - $39.3K
|
4.72K
$2.51M
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-73- 1.98% |
$35.1K - $39.3K
|
3.61K
$1.92M
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-75- 0.63% |
$36.1K - $40.4K
|
11.9K
$6.33M
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-75- 0.18% |
$36.1K - $40.4K
|
41.8K
$22.3M
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-76- 10.4% |
$36.6K - $40.9K
|
655
$349K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-76- 0.83% |
$36.6K - $40.9K
|
9.03K
$4.81M
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-78- 0.69% |
$37.5K - $42K
|
11.2K
$5.99M
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-78- 2.27% |
$37.5K - $42K
|
3.35K
$1.79M
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-80- 0.46% |
$38.5K - $43.1K
|
17.1K
$9.13M
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-80- 1.76% |
$38.5K - $43.1K
|
4.46K
$2.38M
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-80- 6.86% |
$38.5K - $43.1K
|
1.09K
$579K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-81- 26.05% |
$39K - $43.6K
|
230
$123K
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-82- 0.26% |
$39.5K - $44.1K
|
31.1K
$16.6M
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-84- 1.43% |
$40.4K - $45.2K
|
5.81K
$3.09M
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-84- 14.69% |
$40.4K - $45.2K
|
488
$260K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-90- 1.78% |
$43.3K - $48.4K
|
4.96K
$2.64M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-90- 16.36% |
$43.3K - $48.4K
|
460
$245K
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-92- 5.11% |
$44.3K - $49.5K
|
1.71K
$910K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-92- 7.79% |
$44.3K - $49.5K
|
1.09K
$580K
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-92- 4.27% |
$44.3K - $49.5K
|
2.06K
$1.1M
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-92- 3.25% |
$44.3K - $49.5K
|
2.74K
$1.46M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-94- 0.26% |
$45.2K - $50.6K
|
35.8K
$19.1M
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-100- 3.52% |
$48.1K - $53.8K
|
2.74K
$1.46M
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-101- 5.07% |
$48.6K - $54.4K
|
1.89K
$1.01M
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-103- 2.23% |
$49.6K - $55.4K
|
4.52K
$2.41M
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-104- 0.19% |
$50K - $56K
|
54.4K
$29M
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-106- 9.81% |
$51K - $57K
|
975
$519K
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-113- 1.03% |
$54.4K - $60.8K
|
10.9K
$5.8M
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-113- 10.54% |
$54.4K - $60.8K
|
959
$511K
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-114- 3.52% |
$54.9K - $61.4K
|
3.13K
$1.67M
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-114- 2.11% |
$54.9K - $61.4K
|
5.29K
$2.82M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-115- 0.5% |
$55.3K - $61.9K
|
22.9K
$12.2M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-117- 1.2% |
$56.3K - $63K
|
9.6K
$5.11M
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-117- 19.02% |
$56.3K - $63K
|
498
$265K
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-117- 0.72% |
$56.3K - $63K
|
16.1K
$8.6M
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-117- 13.19% |
$56.3K - $63K
|
770
$410K
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-121- 4.88% |
$58.2K - $65.1K
|
2.36K
$1.26M
|