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 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
994+ 1.68% |
$478K - $535K
|
60.3K
$31.6M
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
994New |
$478K - $535K
|
994
$522K
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
990New |
$476K - $533K
|
990
$520K
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
977New |
$470K - $526K
|
977
$513K
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
973+ 5.61% |
$468K - $524K
|
18.3K
$9.62M
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
973New |
$468K - $524K
|
973
$511K
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
970+ 17.64% |
$467K - $522K
|
6.47K
$3.39M
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
963+ 0.84% |
$463K - $518K
|
116K
$60.9M
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
960New |
$462K - $517K
|
960
$504K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
958+ 3.42% |
$461K - $516K
|
28.9K
$15.2M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
957+ 11.84% |
$461K - $515K
|
9.04K
$4.75M
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
954+ 23.6% |
$459K - $513K
|
5K
$2.62M
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
952+ 5.17% |
$458K - $512K
|
19.4K
$10.2M
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
950+ 1.84% |
$457K - $511K
|
52.6K
$27.6M
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
950+ 9.46% |
$457K - $511K
|
11K
$5.77M
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
950+ 11.51% |
$457K - $511K
|
9.21K
$4.83M
|
|
Feb 13, 2025
Q4 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
949New |
$457K - $511K
|
949
$498K
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
946+ 105.58% |
$455K - $509K
|
1.84K
$967K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
946+ 7.69% |
$455K - $509K
|
13.3K
$6.96M
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
940+ 37.18% |
$452K - $506K
|
3.47K
$1.82M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
930New |
$448K - $500K
|
930
$488K
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
928New |
$447K - $499K
|
928
$487K
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
926+ 0.72% |
$446K - $498K
|
130K
$68.1M
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
925+ 3.55% |
$445K - $498K
|
27K
$14.2M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
923+ 1.87% |
$444K - $497K
|
50.2K
$26.3M
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
923+ 6.4% |
$444K - $497K
|
15.3K
$8.05M
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
923+ 12.69% |
$444K - $497K
|
8.19K
$4.3M
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
922New |
$444K - $496K
|
922
$484K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
920+ 2.15% |
$443K - $495K
|
43.6K
$22.9M
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
914+ 50.28% |
$440K - $492K
|
2.73K
$1.43M
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
913+ 12.94% |
$439K - $491K
|
7.97K
$4.18M
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
910+ 16.62% |
$438K - $490K
|
6.38K
$3.35M
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
909New |
$437K - $489K
|
909
$477K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
907New |
$436K - $488K
|
907
$476K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
896+ 36.29% |
$431K - $482K
|
3.37K
$1.77M
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
896New |
$431K - $482K
|
896
$470K
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
894+ 8.83% |
$430K - $481K
|
11K
$5.78M
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
892+ 1.83% |
$429K - $480K
|
49.5K
$26M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
886+ 4.19% |
$426K - $477K
|
22K
$11.6M
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
885New |
$426K - $476K
|
885
$464K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
881+ 47.49% |
$424K - $474K
|
2.74K
$1.44M
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
879New |
$423K - $473K
|
879
$461K
|
|
Feb 14, 2025
Q4 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
879+ 106.55% |
$423K - $473K
|
1.7K
$894K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
878+ 1.65% |
$423K - $473K
|
54.1K
$28.4M
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
875+ 3.23% |
$421K - $471K
|
28K
$14.7M
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
875+ 4.63% |
$421K - $471K
|
19.8K
$10.4M
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
874+ 6.01% |
$421K - $470K
|
15.4K
$8.09M
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
870New |
$419K - $468K
|
870
$457K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
869+ 5.12% |
$418K - $468K
|
17.9K
$9.37M
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
867+ 19.4% |
$417K - $467K
|
5.34K
$2.8M
|