Purchases and Sales Made in Q4 2024 in Invesco Qqq Trust, Series 1 (QQQ)

QQQ Quotes by TradingView

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
Berkshire Money Management, Inc.

BUY
 -
585
+ 0.38%
$282K - $315K
154K $94.1M
Jan 28, 2025 Q4 2024
Portfolio Strategies, Inc.

BUY
 -
583
+ 0.64%
$281K - $314K
92K $56.3M
Jan 28, 2025 Q4 2024
Seamount Financial Group Inc

Colorado Springs, CO
BUY
 -
582
+ 10.84%
$280K - $313K
5.95K $3.64M
Feb 05, 2025 Q4 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
581
+ 10.43%
$280K - $313K
6.15K $3.76M
Feb 05, 2025 Q4 2024
John G Ullman & Associates Inc

BUY
 -
578
New
$278K - $311K
578 $354K
Feb 14, 2025 Q4 2024
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
578
New
$278K - $311K
578 $354K
Feb 26, 2025 Q4 2024
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
577
New
$278K - $311K
577 $353K
Jan 24, 2025 Q4 2024
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
576
+ 15.72%
$277K - $310K
4.24K $2.59M
Feb 21, 2025 Q4 2024
Vermillion Wealth Management, Inc.

Rosemount, MN
BUY
 -
575
New
$277K - $309K
575 $352K
Jan 21, 2025 Q4 2024
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
574
+ 4.89%
$276K - $309K
12.3K $7.52M
Feb 05, 2025 Q4 2024
Maple Capital Management, Inc.

BUY
 -
573
+ 31.48%
$276K - $308K
2.39K $1.46M
Feb 13, 2025 Q4 2024
Russell Investments Group, Ltd.

BUY
 -
573
+ 24.96%
$276K - $308K
2.87K $1.75M
Jan 29, 2025 Q4 2024
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
566
+ 1.92%
$272K - $305K
30K $18.4M
Jan 28, 2025 Q4 2024
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
564
+ 83.06%
$271K - $304K
1.24K $760K
Jan 30, 2025 Q4 2024
Next Level Wealth Planning, LLC

Meridian, ID
BUY
 -
563
New
$271K - $303K
563 $344K
Feb 05, 2025 Q4 2024
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
563
New
$271K - $303K
563 $344K
Feb 07, 2025 Q4 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
562
New
$270K - $302K
562 $344K
Feb 13, 2025 Q4 2024
Wealth Dimensions Group, Ltd.

BUY
 -
560
+ 33.0%
$269K - $301K
2.26K $1.38M
Feb 10, 2025 Q4 2024
Parallel Advisors, LLC

BUY
 -
559
+ 1.23%
$269K - $301K
46.1K $28.2M
Feb 04, 2025 Q4 2024
Wt Wealth Management

BUY
 -
558
+ 14.32%
$269K - $300K
4.46K $2.72M
Jan 14, 2025 Q4 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
557
+ 1.61%
$268K - $300K
35.2K $21.5M
Feb 13, 2025 Q4 2024
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
556
+ 1.33%
$268K - $299K
42.4K $25.9M
Feb 14, 2025 Q4 2024
Measured Risk Portfolios, Inc.

San Diego, CA
BUY
 -
555
New
$267K - $299K
555 $339K
Jan 23, 2025 Q4 2024
Strategic Wealth Investment Group, LLC

BUY
 -
554
+ 2.7%
$267K - $298K
21.1K $12.9M
Feb 11, 2025 Q4 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
553
+ 2.93%
$266K - $298K
19.4K $11.9M
Feb 04, 2025 Q4 2024
Life Goal Wealth Advisors

Saratoga Springs, NY
BUY
 -
549
New
$264K - $295K
549 $336K
Feb 14, 2025 Q4 2024
Georgetown University

Washington, DC
BUY
 -
549
+ 0.3%
$264K - $295K
184K $113M
Feb 14, 2025 Q4 2024
Ifc Advisors LLC

Los Angeles, CA
BUY
 -
548
New
$264K - $295K
548 $335K
Feb 11, 2025 Q4 2024
Mountain Hill Investment Partners Corp.

Atlantic Highlands, NJ
BUY
 -
546
New
$263K - $294K
546 $334K
Jan 30, 2025 Q4 2024
Ddd Partners, LLC

BUY
 -
544
+ 55.79%
$262K - $293K
1.52K $929K
Feb 03, 2025 Q4 2024
Lutz Financial Services LLC

BUY
 -
539
New
$259K - $290K
539 $330K
Jan 07, 2025 Q4 2024
One Wealth Capital Management, LLC

Scottsdale, AZ
BUY
 -
537
New
$258K - $289K
537 $328K
Mar 05, 2025 Q4 2024
Financial Insights, Inc.

BUY
 -
536
+ 2.84%
$258K - $288K
19.4K $11.9M
Feb 12, 2025 Q4 2024
Hippocratic Financial Advisors, LLC

Westlake Village, CA
BUY
 -
535
New
$257K - $288K
535 $327K
Jan 29, 2025 Q4 2024
Avestar Capital, LLC

BUY
 -
534
+ 3.28%
$257K - $287K
16.8K $10.3M
Feb 03, 2025 Q4 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
533
+ 2.66%
$256K - $287K
20.5K $12.6M
Feb 11, 2025 Q4 2024
Napatree Capital LLC

Westerly, RI
BUY
 -
533
+ 9.41%
$256K - $287K
6.2K $3.79M
Jan 31, 2025 Q4 2024
Human Investing LLC

BUY
 -
532
New
$256K - $286K
532 $325K
Jan 21, 2025 Q4 2024
Legacy Financial Group LLC

BUY
 -
530
New
$255K - $285K
530 $324K
Jan 14, 2025 Q4 2024
Founders Grove Wealth Partners, LLC

Richmond, VA
BUY
 -
529
New
$255K - $285K
529 $324K
Feb 05, 2025 Q4 2024
Financial Security Advisor, Inc.

Virginia Beach, VA
BUY
 -
519
New
$250K - $279K
519 $317K
Feb 14, 2025 Q4 2024
Private Capital Management, LLC

Naples, FL
BUY
 -
517
+ 26.18%
$249K - $278K
2.49K $1.52M
Feb 14, 2025 Q4 2024
Arbor Fi Advisors, LLC

Ann Arbor, MI
BUY
 -
516
New
$248K - $278K
516 $316K
Jan 28, 2025 Q4 2024
Alliance Wealth Advisors, LLC

BUY
 -
515
+ 2.62%
$248K - $277K
20.1K $12.3M
Feb 11, 2025 Q4 2024
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
515
New
$248K - $277K
515 $315K
Apr 11, 2025 Q4 2024
Cooper Capital Advisors LLC

Encinitas, CA
BUY
 -
515
New
$248K - $277K
515 $315K
Jan 22, 2025 Q4 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
514
+ 7.61%
$247K - $277K
7.27K $4.44M
Feb 07, 2025 Q4 2024
Net Worth Advisory Group

Sandy, UT
BUY
 -
514
+ 15.06%
$247K - $277K
3.93K $2.4M
Feb 13, 2025 Q4 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
513
+ 1.2%
$247K - $276K
43.3K $26.5M

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