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
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
420New |
$202K - $226K
|
420
$187K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
419+ 14.74% |
$202K - $225K
|
3.26K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
419+ 17.63% |
$202K - $225K
|
2.8K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
419+ 0.99% |
$202K - $225K
|
42.8K
$19M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
418New |
$201K - $225K
|
418
$186K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
417New |
$201K - $224K
|
417
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
417+ 2.14% |
$201K - $224K
|
19.9K
$8.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
416New |
$200K - $224K
|
416
$185K
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
416New |
$200K - $224K
|
416
$185K
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
415New |
$200K - $223K
|
415
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
415+ 0.72% |
$200K - $223K
|
58.1K
$25.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
414New |
$199K - $223K
|
414
$184K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
413+ 1.87% |
$199K - $222K
|
22.5K
$9.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
413New |
$199K - $222K
|
413
$183K
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
413New |
$199K - $222K
|
413
$183K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
411New |
$198K - $221K
|
411
$183K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
411New |
$198K - $221K
|
411
$183K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
411+ 8.49% |
$198K - $221K
|
5.25K
$2.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
411New |
$198K - $221K
|
411
$183K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
410+ 1.87% |
$197K - $221K
|
22.3K
$9.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
410+ 56.47% |
$197K - $221K
|
1.14K
$504K
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
409New |
$197K - $220K
|
409
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
409+ 0.88% |
$197K - $220K
|
47K
$20.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
409New |
$197K - $220K
|
409
$182K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
408+ 10.65% |
$196K - $220K
|
4.24K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
408New |
$196K - $220K
|
408
$181K
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
408New |
$196K - $220K
|
408
$181K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
407New |
$196K - $219K
|
407
$181K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
407+ 2.15% |
$196K - $219K
|
19.3K
$8.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
406+ 5.73% |
$195K - $218K
|
7.49K
$3.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
405New |
$195K - $218K
|
405
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
404New |
$194K - $217K
|
404
$179K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
403+ 22.0% |
$194K - $217K
|
2.24K
$993K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
403New |
$194K - $217K
|
403
$179K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
402New |
$193K - $216K
|
402
$179K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
402New |
$193K - $216K
|
402
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
402New |
$193K - $216K
|
402
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
402+ 1.39% |
$193K - $216K
|
29.2K
$13M
|
|
|
Feb 04, 2025
Q4 2024
|
Toews Corp
|
BUY
|
- |
401New |
$193K - $216K
|
401
$178K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
400+ 11.53% |
$192K - $215K
|
3.87K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
400New |
$192K - $215K
|
400
$178K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
400New |
$192K - $215K
|
400
$178K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
400New |
$192K - $215K
|
400
$178K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
400New |
$192K - $215K
|
400
$178K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
400+ 71.3% |
$192K - $215K
|
961
$427K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
399+ 1.82% |
$192K - $215K
|
22.3K
$9.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
398+ 1.87% |
$192K - $214K
|
21.7K
$9.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
396New |
$191K - $213K
|
396
$176K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
394+ 0.55% |
$190K - $212K
|
72K
$32M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
393New |
$189K - $212K
|
393
$175K
|