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 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
238+ 3.28% |
$115K - $128K
|
7.5K
$3.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
238+ 2.27% |
$115K - $128K
|
10.7K
$5.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
237+ 2.2% |
$114K - $128K
|
11K
$5.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
236+ 17.6% |
$114K - $127K
|
1.58K
$828K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
236+ 1.18% |
$114K - $127K
|
20.3K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
236New |
$114K - $127K
|
236
$124K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
235+ 4.44% |
$113K - $126K
|
5.52K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
235+ 14.39% |
$113K - $126K
|
1.87K
$980K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
234+ 2.11% |
$113K - $126K
|
11.3K
$5.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
231+ 8.36% |
$111K - $124K
|
2.99K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
230+ 10.67% |
$111K - $124K
|
2.39K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
229+ 4.96% |
$110K - $123K
|
4.84K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
229+ 30.33% |
$110K - $123K
|
984
$516K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
229+ 3.12% |
$110K - $123K
|
7.57K
$3.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
228+ 2.1% |
$110K - $123K
|
11.1K
$5.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
227+ 7.42% |
$109K - $122K
|
3.29K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
227+ 7.77% |
$109K - $122K
|
3.15K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
227+ 52.42% |
$109K - $122K
|
660
$346K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
226+ 1.5% |
$109K - $122K
|
15.3K
$8.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
224+ 0.5% |
$108K - $121K
|
44.6K
$23.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
224+ 0.1% |
$108K - $121K
|
217K
$114M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
222+ 7.22% |
$107K - $119K
|
3.3K
$1.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
222New |
$107K - $119K
|
222
$117K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
219+ 5.51% |
$105K - $118K
|
4.19K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
218+ 0.78% |
$105K - $117K
|
28.2K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
215+ 9.65% |
$103K - $116K
|
2.44K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
215+ 0.67% |
$103K - $116K
|
32.5K
$17.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
214+ 2.11% |
$103K - $115K
|
10.4K
$5.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
214+ 6.41% |
$103K - $115K
|
3.55K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
212+ 0.62% |
$102K - $114K
|
34.3K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
212+ 2.47% |
$102K - $114K
|
8.79K
$4.61M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
211New |
$102K - $114K
|
211
$111K
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
210+ 5.24% |
$101K - $113K
|
4.21K
$2.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
210+ 50.12% |
$101K - $113K
|
629
$330K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
209+ 27.57% |
$101K - $112K
|
967
$507K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
208+ 9.09% |
$100K - $112K
|
2.5K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
207+ 74.73% |
$99.6K - $111K
|
484
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
207+ 70.41% |
$99.6K - $111K
|
501
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
206+ 6.37% |
$99.1K - $111K
|
3.44K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
205+ 8.48% |
$98.7K - $110K
|
2.62K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
205New |
$98.7K - $110K
|
205
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
204+ 0.3% |
$98.2K - $110K
|
68.9K
$36.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
204+ 0.15% |
$98.2K - $110K
|
140K
$73.5M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
203+ 5.0% |
$97.7K - $109K
|
4.27K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
203+ 6.14% |
$97.7K - $109K
|
3.51K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
202+ 5.73% |
$97.2K - $109K
|
3.73K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
202+ 12.39% |
$97.2K - $109K
|
1.83K
$962K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
202+ 1.0% |
$97.2K - $109K
|
20.4K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
200+ 2.05% |
$96.2K - $108K
|
9.95K
$5.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
200+ 6.61% |
$96.2K - $108K
|
3.23K
$1.69M
|