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 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
557+ 1.61% |
$268K - $300K
|
35.2K
$18.5M
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
556+ 1.33% |
$268K - $299K
|
42.4K
$22.3M
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
555New |
$267K - $299K
|
555
$291K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
554+ 2.7% |
$267K - $298K
|
21.1K
$11.1M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
553+ 2.93% |
$266K - $298K
|
19.4K
$10.2M
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
549New |
$264K - $295K
|
549
$288K
|
|
Feb 14, 2025
Q4 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
549+ 0.3% |
$264K - $295K
|
184K
$96.7M
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
548New |
$264K - $295K
|
548
$288K
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
546New |
$263K - $294K
|
546
$287K
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
544+ 55.79% |
$262K - $293K
|
1.52K
$797K
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
539New |
$259K - $290K
|
539
$283K
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
537New |
$258K - $289K
|
537
$282K
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
536+ 2.84% |
$258K - $288K
|
19.4K
$10.2M
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
535New |
$257K - $288K
|
535
$281K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
534+ 3.28% |
$257K - $287K
|
16.8K
$8.83M
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
533+ 2.66% |
$256K - $287K
|
20.5K
$10.8M
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
533+ 9.41% |
$256K - $287K
|
6.2K
$3.25M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
532New |
$256K - $286K
|
532
$279K
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
530New |
$255K - $285K
|
530
$278K
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
529New |
$255K - $285K
|
529
$278K
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
519New |
$250K - $279K
|
519
$272K
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
517+ 26.18% |
$249K - $278K
|
2.49K
$1.31M
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
516New |
$248K - $278K
|
516
$271K
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
515+ 2.62% |
$248K - $277K
|
20.1K
$10.6M
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
515New |
$248K - $277K
|
515
$270K
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
515New |
$248K - $277K
|
515
$270K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
514+ 7.61% |
$247K - $277K
|
7.27K
$3.81M
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
514+ 15.06% |
$247K - $277K
|
3.93K
$2.06M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
513+ 1.2% |
$247K - $276K
|
43.3K
$22.7M
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
511New |
$246K - $275K
|
511
$268K
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
511+ 38.48% |
$246K - $275K
|
1.84K
$965K
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
509New |
$245K - $274K
|
509
$267K
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
506+ 22.3% |
$243K - $272K
|
2.78K
$1.46M
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
506+ 15.38% |
$243K - $272K
|
3.8K
$1.99M
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
504+ 19.09% |
$243K - $271K
|
3.14K
$1.65M
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
504+ 19.97% |
$243K - $271K
|
3.03K
$1.59M
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
504New |
$243K - $271K
|
504
$264K
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
502New |
$242K - $270K
|
502
$263K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
500+ 16.17% |
$241K - $269K
|
3.59K
$1.89M
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
500+ 11.47% |
$241K - $269K
|
4.86K
$2.55M
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
500+ 6.05% |
$241K - $269K
|
8.76K
$4.6M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
498+ 2.52% |
$240K - $268K
|
20.3K
$10.6M
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
492New |
$237K - $265K
|
492
$258K
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
490+ 4.14% |
$236K - $264K
|
12.3K
$6.47M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
489+ 7.23% |
$235K - $263K
|
7.26K
$3.81M
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
489New |
$235K - $263K
|
489
$257K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
489New |
$235K - $263K
|
489
$257K
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
487+ 1.64% |
$234K - $262K
|
30.1K
$15.8M
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
487+ 3.4% |
$234K - $262K
|
14.8K
$7.78M
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
486+ 8.86% |
$234K - $262K
|
5.97K
$3.13M
|