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 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
382+ 61.61% |
$184K - $206K
|
1K
$611K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
381+ 1.56% |
$183K - $205K
|
24.9K
$15.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
380New |
$183K - $205K
|
380
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
379+ 3.1% |
$182K - $204K
|
12.6K
$7.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
378+ 8.45% |
$182K - $203K
|
4.85K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
378+ 67.02% |
$182K - $203K
|
942
$574K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
378New |
$182K - $203K
|
378
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
376+ 18.05% |
$181K - $202K
|
2.46K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
375+ 15.08% |
$180K - $202K
|
2.86K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
375+ 0.87% |
$180K - $202K
|
43.5K
$26.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
373+ 2.81% |
$179K - $201K
|
13.7K
$8.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
372+ 42.22% |
$179K - $200K
|
1.25K
$764K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
371+ 255.86% |
$179K - $200K
|
516
$315K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
370+ 1.24% |
$178K - $199K
|
30.3K
$18.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
369+ 4.25% |
$178K - $199K
|
9.05K
$5.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
368+ 1.03% |
$177K - $198K
|
36K
$22M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
367+ 2.18% |
$177K - $198K
|
17.2K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
366+ 3.16% |
$176K - $197K
|
11.9K
$7.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
366+ 4.08% |
$176K - $197K
|
9.34K
$5.69M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
365+ 1.31% |
$176K - $196K
|
28.2K
$17.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
365+ 11.55% |
$176K - $196K
|
3.53K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
365+ 59.45% |
$176K - $196K
|
979
$597K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
362+ 5.84% |
$174K - $195K
|
6.56K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
361+ 43.13% |
$174K - $194K
|
1.2K
$730K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
360+ 66.79% |
$173K - $194K
|
899
$548K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
360+ 4.83% |
$173K - $194K
|
7.82K
$4.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
360+ 8.51% |
$173K - $194K
|
4.59K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
358+ 11.89% |
$172K - $193K
|
3.37K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
357+ 18.89% |
$172K - $192K
|
2.25K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
357+ 0.55% |
$172K - $192K
|
65K
$39.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
354+ 24.46% |
$170K - $191K
|
1.8K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
351+ 192.86% |
$169K - $189K
|
533
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
351+ 1.99% |
$169K - $189K
|
17.9K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
348+ 10.23% |
$167K - $187K
|
3.75K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
347+ 37.68% |
$167K - $187K
|
1.27K
$773K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
346+ 4.51% |
$167K - $186K
|
8.02K
$4.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
346+ 42.77% |
$167K - $186K
|
1.16K
$704K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
344+ 6.67% |
$166K - $185K
|
5.5K
$3.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
343+ 4.33% |
$165K - $185K
|
8.27K
$5.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
341+ 1.66% |
$164K - $184K
|
20.9K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
338+ 1.12% |
$163K - $182K
|
30.4K
$18.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
337+ 16850.0% |
$162K - $181K
|
339
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
336New |
$162K - $181K
|
336
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
335+ 4.84% |
$161K - $180K
|
7.25K
$4.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
335+ 3.31% |
$161K - $180K
|
10.5K
$6.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
333+ 1.83% |
$160K - $179K
|
18.5K
$11.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
330+ 8.08% |
$159K - $178K
|
4.42K
$2.69M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
329+ 4.7% |
$158K - $177K
|
7.33K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
329+ 7.25% |
$158K - $177K
|
4.87K
$2.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
328+ 5.26% |
$158K - $177K
|
6.56K
$4M
|