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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
375+ 15.08% |
$180K - $202K
|
2.86K
$1.38M
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
375+ 0.87% |
$180K - $202K
|
43.5K
$20.9M
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
373+ 2.81% |
$179K - $201K
|
13.7K
$6.57M
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
372+ 42.22% |
$179K - $200K
|
1.25K
$603K
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
371+ 255.86% |
$179K - $200K
|
516
$248K
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
370+ 1.24% |
$178K - $199K
|
30.3K
$14.6M
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
369+ 4.25% |
$178K - $199K
|
9.05K
$4.35M
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
368+ 1.03% |
$177K - $198K
|
36K
$17.3M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
367+ 2.18% |
$177K - $198K
|
17.2K
$8.28M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
366+ 3.16% |
$176K - $197K
|
11.9K
$5.74M
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
366+ 4.08% |
$176K - $197K
|
9.34K
$4.49M
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
365+ 1.31% |
$176K - $196K
|
28.2K
$13.6M
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
365+ 11.55% |
$176K - $196K
|
3.53K
$1.7M
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
365+ 59.45% |
$176K - $196K
|
979
$471K
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
362+ 5.84% |
$174K - $195K
|
6.56K
$3.16M
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
361+ 43.13% |
$174K - $194K
|
1.2K
$576K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
360+ 66.79% |
$173K - $194K
|
899
$432K
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
360+ 4.83% |
$173K - $194K
|
7.82K
$3.76M
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
360+ 8.51% |
$173K - $194K
|
4.59K
$2.21M
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
358+ 11.89% |
$172K - $193K
|
3.37K
$1.62M
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
357+ 18.89% |
$172K - $192K
|
2.25K
$1.08M
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
357+ 0.55% |
$172K - $192K
|
65K
$31.3M
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
354+ 24.46% |
$170K - $191K
|
1.8K
$866K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
351+ 192.86% |
$169K - $189K
|
533
$256K
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
351+ 1.99% |
$169K - $189K
|
17.9K
$8.63M
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
348+ 10.23% |
$167K - $187K
|
3.75K
$1.8M
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
347+ 37.68% |
$167K - $187K
|
1.27K
$610K
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
346+ 4.51% |
$167K - $186K
|
8.02K
$3.86M
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
346+ 42.77% |
$167K - $186K
|
1.16K
$555K
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
344+ 6.67% |
$166K - $185K
|
5.5K
$2.65M
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
343+ 4.33% |
$165K - $185K
|
8.27K
$3.97M
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
341+ 1.66% |
$164K - $184K
|
20.9K
$10M
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
338+ 1.12% |
$163K - $182K
|
30.4K
$14.6M
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
337+ 16850.0% |
$162K - $181K
|
339
$163K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
336New |
$162K - $181K
|
336
$162K
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
335+ 4.84% |
$161K - $180K
|
7.25K
$3.49M
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
335+ 3.31% |
$161K - $180K
|
10.5K
$5.03M
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
333+ 1.83% |
$160K - $179K
|
18.5K
$8.91M
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
330+ 8.08% |
$159K - $178K
|
4.42K
$2.12M
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
329+ 4.7% |
$158K - $177K
|
7.33K
$3.53M
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
329+ 7.25% |
$158K - $177K
|
4.87K
$2.34M
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
328+ 5.26% |
$158K - $177K
|
6.56K
$3.16M
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
327+ 10.54% |
$157K - $176K
|
3.43K
$1.65M
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
325+ 9.67% |
$156K - $175K
|
3.69K
$1.77M
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
324+ 1.9% |
$156K - $174K
|
17.4K
$8.36M
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
324+ 3.47% |
$156K - $174K
|
9.67K
$4.65M
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
324+ 21.18% |
$156K - $174K
|
1.85K
$892K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
321+ 0.65% |
$154K - $173K
|
49.8K
$23.9M
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
320+ 8.83% |
$154K - $172K
|
3.94K
$1.9M
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
319+ 5.89% |
$154K - $172K
|
5.73K
$2.76M
|