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 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.24K+ 10.96% |
$599K - $669K
|
12.6K
$5.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
1.24KNew |
$598K - $669K
|
1.24K
$552K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.24K+ 5.6% |
$597K - $667K
|
23.4K
$10.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.24KNew |
$596K - $667K
|
1.24K
$550K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
1.23KNew |
$593K - $664K
|
1.23K
$548K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.23KNew |
$592K - $662K
|
1.23K
$547K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.23KNew |
$592K - $662K
|
1.23K
$546K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.23K+ 11.6% |
$591K - $661K
|
11.8K
$5.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.23K+ 3.84% |
$590K - $660K
|
33.2K
$14.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.22K+ 8.02% |
$589K - $659K
|
16.5K
$7.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
1.22KNew |
$588K - $658K
|
1.22K
$543K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.22K+ 8.51% |
$588K - $657K
|
15.6K
$6.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.22K+ 2.33% |
$587K - $657K
|
53.7K
$23.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.22K+ 4.49% |
$585K - $654K
|
28.3K
$12.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.22KNew |
$585K - $654K
|
1.22K
$540K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.21K+ 16.55% |
$580K - $649K
|
8.49K
$3.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.2K+ 1.25% |
$575K - $643K
|
96.5K
$42.8M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.19KNew |
$574K - $641K
|
1.19K
$529K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.19K+ 34.45% |
$573K - $641K
|
4.65K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.18K+ 0.87% |
$569K - $636K
|
137K
$60.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.18K+ 21.87% |
$567K - $634K
|
6.57K
$2.92M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.17K+ 211.57% |
$563K - $630K
|
1.72K
$765K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.17K+ 39.78% |
$563K - $629K
|
4.11K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.16K+ 15.95% |
$560K - $626K
|
8.46K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.16KNew |
$560K - $626K
|
1.16K
$517K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.16K+ 5.87% |
$559K - $625K
|
21K
$9.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.16KNew |
$559K - $625K
|
1.16K
$516K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.16K+ 4.71% |
$559K - $625K
|
25.8K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.16K+ 3.49% |
$556K - $622K
|
34.3K
$15.2M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
1.15KNew |
$555K - $621K
|
1.15K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.15KNew |
$551K - $617K
|
1.15K
$509K
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
1.14KNew |
$549K - $614K
|
1.14K
$507K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.14K+ 1.4% |
$548K - $613K
|
82.2K
$36.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.14K+ 18.0% |
$547K - $612K
|
7.45K
$3.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.13KNew |
$542K - $607K
|
1.13K
$501K
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.13K+ 21.45% |
$542K - $607K
|
6.38K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.13K+ 20.96% |
$542K - $607K
|
6.5K
$2.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.12K+ 8.6% |
$541K - $605K
|
14.2K
$6.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.12K+ 0.95% |
$541K - $605K
|
119K
$52.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.12KNew |
$541K - $605K
|
1.12K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.12KNew |
$539K - $603K
|
1.12K
$498K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
1.11K+ 4.34% |
$536K - $600K
|
26.8K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.11K+ 53.08% |
$535K - $598K
|
3.21K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.11KNew |
$535K - $598K
|
1.11K
$493K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.11K+ 6.35% |
$532K - $595K
|
18.5K
$8.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.1KNew |
$531K - $594K
|
1.1K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.09K+ 22.6% |
$525K - $588K
|
5.92K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.09K+ 1.72% |
$523K - $585K
|
64.2K
$28.5M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.09K+ 6.32% |
$523K - $584K
|
18.3K
$8.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1.08KNew |
$521K - $582K
|
1.08K
$481K
|