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 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
822+ 9.65% |
$396K - $442K
|
9.34K
$4.15M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
821+ 11.36% |
$395K - $442K
|
8.05K
$3.57M
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
817New |
$393K - $440K
|
817
$363K
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
812+ 11.44% |
$391K - $437K
|
7.91K
$3.51M
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
810+ 18.85% |
$390K - $436K
|
5.11K
$2.27M
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
810+ 1.2% |
$390K - $436K
|
68.1K
$30.2M
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
800+ 7.12% |
$385K - $431K
|
12K
$5.35M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
793+ 19.86% |
$382K - $427K
|
4.79K
$2.13M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
793+ 5.73% |
$382K - $427K
|
14.6K
$6.5M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
792+ 0.5% |
$381K - $426K
|
159K
$70.5M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
774+ 2.68% |
$372K - $417K
|
29.7K
$13.2M
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
766+ 40.68% |
$369K - $412K
|
2.65K
$1.18M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
763+ 32.01% |
$367K - $411K
|
3.15K
$1.4M
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
760New |
$366K - $409K
|
760
$338K
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
760New |
$366K - $409K
|
760
$338K
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
755New |
$363K - $406K
|
755
$335K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
754New |
$363K - $406K
|
754
$335K
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
752+ 4.4% |
$362K - $405K
|
17.8K
$7.92M
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
752+ 75.96% |
$362K - $405K
|
1.74K
$774K
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
752+ 12.95% |
$362K - $405K
|
6.56K
$2.91M
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
752New |
$362K - $405K
|
752
$334K
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
749+ 7.06% |
$360K - $403K
|
11.4K
$5.05M
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
748+ 45.64% |
$360K - $403K
|
2.39K
$1.06M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
743+ 10.17% |
$358K - $400K
|
8.05K
$3.57M
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
740New |
$356K - $398K
|
740
$329K
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
740New |
$356K - $398K
|
740
$329K
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
740New |
$356K - $398K
|
740
$329K
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
738+ 2.53% |
$355K - $397K
|
29.9K
$13.3M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
736+ 266.67% |
$354K - $396K
|
1.01K
$449K
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
735New |
$354K - $396K
|
735
$326K
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
734+ 0.78% |
$353K - $395K
|
95K
$42.2M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
730New |
$351K - $393K
|
730
$324K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
722+ 6.68% |
$347K - $389K
|
11.5K
$5.12M
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
715+ 4.8% |
$344K - $385K
|
15.6K
$6.93M
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
712+ 99.44% |
$343K - $383K
|
1.43K
$634K
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
710+ 1.87% |
$342K - $382K
|
38.7K
$17.2M
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
708New |
$341K - $381K
|
708
$314K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
707+ 2.41% |
$340K - $380K
|
30.1K
$13.4M
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
705+ 3.21% |
$339K - $379K
|
22.7K
$10.1M
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
701+ 34.5% |
$337K - $377K
|
2.73K
$1.21M
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
700New |
$337K - $377K
|
700
$311K
|
|
Feb 13, 2025
Q4 2024
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
700+ 17.5% |
$337K - $377K
|
4.7K
$2.09M
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
697+ 32.3% |
$335K - $375K
|
2.86K
$1.27M
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
695+ 16.26% |
$334K - $374K
|
4.97K
$2.21M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
691+ 4.04% |
$333K - $372K
|
17.8K
$7.91M
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
690New |
$332K - $371K
|
690
$306K
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
690New |
$332K - $371K
|
690
$306K
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
689+ 23.91% |
$332K - $371K
|
3.57K
$1.59M
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
686+ 1.33% |
$330K - $369K
|
52.3K
$23.2M
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
686+ 26.63% |
$330K - $369K
|
3.26K
$1.45M
|