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 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
268+ 11.2% |
$129K - $144K
|
2.66K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
267+ 7.39% |
$128K - $144K
|
3.88K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
265+ 36.35% |
$128K - $143K
|
994
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
260+ 27.03% |
$125K - $140K
|
1.22K
$543K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
260+ 4.96% |
$125K - $140K
|
5.5K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
259+ 28.06% |
$125K - $139K
|
1.18K
$525K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
259+ 1.48% |
$125K - $139K
|
17.8K
$7.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
258+ 1.9% |
$124K - $139K
|
13.8K
$6.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
258+ 15.18% |
$124K - $139K
|
1.96K
$870K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
257+ 0.21% |
$124K - $138K
|
124K
$54.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
252New |
$121K - $136K
|
252
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
BUY
|
- |
250+ 5.08% |
$120K - $135K
|
5.17K
$2.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
248+ 2.82% |
$119K - $133K
|
9.04K
$4.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
247+ 12.47% |
$119K - $133K
|
2.23K
$989K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
246+ 1.11% |
$118K - $132K
|
22.4K
$9.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
246+ 43.69% |
$118K - $132K
|
809
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
245+ 8.43% |
$118K - $132K
|
3.15K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
245+ 49.49% |
$118K - $132K
|
740
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
244+ 17.78% |
$117K - $131K
|
1.62K
$718K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
244+ 0.96% |
$117K - $131K
|
25.6K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
243+ 2.3% |
$117K - $131K
|
10.8K
$4.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
242+ 45.83% |
$116K - $130K
|
770
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
242+ 0.68% |
$116K - $130K
|
35.7K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
241+ 1.02% |
$116K - $130K
|
23.8K
$10.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
240+ 1.89% |
$115K - $129K
|
13K
$5.76M
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
240+ 7.34% |
$115K - $129K
|
3.51K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
240+ 6.84% |
$115K - $129K
|
3.75K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
240New |
$115K - $129K
|
240
$107K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
238+ 0.39% |
$115K - $128K
|
61.6K
$27.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
238+ 3.28% |
$115K - $128K
|
7.5K
$3.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
238+ 2.27% |
$115K - $128K
|
10.7K
$4.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
237+ 2.2% |
$114K - $128K
|
11K
$4.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
236+ 17.6% |
$114K - $127K
|
1.58K
$700K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
236+ 1.18% |
$114K - $127K
|
20.3K
$9.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
236New |
$114K - $127K
|
236
$105K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
235+ 4.44% |
$113K - $126K
|
5.52K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
235+ 14.39% |
$113K - $126K
|
1.87K
$830K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
234+ 2.11% |
$113K - $126K
|
11.3K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
231+ 8.36% |
$111K - $124K
|
2.99K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
230+ 10.67% |
$111K - $124K
|
2.39K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
229+ 4.96% |
$110K - $123K
|
4.84K
$2.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
229+ 30.33% |
$110K - $123K
|
984
$437K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
229+ 3.12% |
$110K - $123K
|
7.57K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
228+ 2.1% |
$110K - $123K
|
11.1K
$4.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
227+ 7.42% |
$109K - $122K
|
3.29K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
227+ 7.77% |
$109K - $122K
|
3.15K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
227+ 52.42% |
$109K - $122K
|
660
$293K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
226+ 1.5% |
$109K - $122K
|
15.3K
$6.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
224+ 0.5% |
$108K - $121K
|
44.6K
$19.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
224+ 0.1% |
$108K - $121K
|
217K
$96.3M
|