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 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.47KNew |
$709K - $793K
|
1.47K
$654K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.47K+ 52.95% |
$708K - $792K
|
4.25K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.46K+ 11.31% |
$705K - $788K
|
14.4K
$6.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.46K+ 154.93% |
$703K - $786K
|
2.4K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
1.46K+ 13.79% |
$700K - $783K
|
12K
$5.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.46KNew |
$700K - $783K
|
1.46K
$646K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.45K+ 4.21% |
$700K - $782K
|
36K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.45KNew |
$699K - $781K
|
1.45K
$645K
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
1.45KNew |
$698K - $781K
|
1.45K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.44K+ 17.28% |
$693K - $776K
|
9.78K
$4.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.44KNew |
$692K - $774K
|
1.44K
$639K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.44K+ 1.93% |
$692K - $773K
|
76.1K
$33.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.44K+ 20.76% |
$692K - $773K
|
8.36K
$3.71M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.43KNew |
$689K - $770K
|
1.43K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.43K+ 1.62% |
$688K - $769K
|
89.4K
$39.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
1.43K+ 3.15% |
$686K - $767K
|
46.7K
$20.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.42KNew |
$681K - $762K
|
1.42K
$629K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.42KNew |
$681K - $762K
|
1.42K
$628K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.39K+ 162.54% |
$670K - $750K
|
2.25K
$999K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.39KNew |
$669K - $749K
|
1.39K
$618K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.38K+ 9.88% |
$665K - $744K
|
15.4K
$6.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.38KNew |
$665K - $743K
|
1.38K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.38K+ 2.17% |
$663K - $742K
|
64.7K
$28.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.38K+ 25.04% |
$662K - $740K
|
6.87K
$3.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.37K+ 12.73% |
$661K - $739K
|
12.2K
$5.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 17.19% |
$658K - $736K
|
9.32K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.37K+ 20.64% |
$657K - $735K
|
7.98K
$3.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.36K+ 2.81% |
$654K - $731K
|
49.8K
$22.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.36K+ 6.86% |
$653K - $731K
|
21.2K
$9.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 71.48% |
$653K - $730K
|
3.25K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
1.34KNew |
$644K - $720K
|
1.34K
$594K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.33KNew |
$641K - $716K
|
1.33K
$591K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.33K+ 9.51% |
$640K - $716K
|
15.3K
$6.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
1.33KNew |
$639K - $715K
|
1.33K
$590K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 7.12% |
$637K - $712K
|
19.9K
$8.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.31KNew |
$632K - $707K
|
1.31K
$583K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.31K+ 24.82% |
$629K - $704K
|
6.58K
$2.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.3K+ 8.86% |
$628K - $702K
|
16K
$7.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.3K+ 83.59% |
$625K - $699K
|
2.85K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1.29K+ 5.47% |
$623K - $696K
|
24.9K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
1.28KNew |
$615K - $688K
|
1.28K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.28K+ 2.29% |
$615K - $687K
|
57.1K
$25.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.27KNew |
$613K - $685K
|
1.27K
$565K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.27K+ 39.32% |
$612K - $685K
|
4.51K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.27K+ 289.93% |
$610K - $682K
|
1.7K
$757K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1.26KNew |
$608K - $680K
|
1.26K
$561K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.26KNew |
$605K - $677K
|
1.26K
$559K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.25K+ 9.57% |
$603K - $674K
|
14.3K
$6.37M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.25K+ 4.15% |
$600K - $671K
|
31.3K
$13.9M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.24KNew |
$599K - $669K
|
1.24K
$552K
|