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 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
185+ 14.44% |
$89K - $99.6K
|
1.47K
$651K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
184+ 14.77% |
$88.5K - $99K
|
1.43K
$635K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
183+ 1.12% |
$88.1K - $98.5K
|
16.5K
$7.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
183+ 1.35% |
$88.1K - $98.5K
|
13.7K
$6.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
183+ 10.91% |
$88.1K - $98.5K
|
1.86K
$826K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
181+ 5.24% |
$87.1K - $97.4K
|
3.64K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
181+ 1.44% |
$87.1K - $97.4K
|
12.7K
$5.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
180+ 11.01% |
$86.6K - $96.9K
|
1.82K
$806K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
180+ 3.87% |
$86.6K - $96.9K
|
4.84K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
179+ 3.2% |
$86.1K - $96.3K
|
5.77K
$2.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
178+ 2.05% |
$85.7K - $95.8K
|
8.84K
$3.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
178+ 5.22% |
$85.7K - $95.8K
|
3.59K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
178+ 12.32% |
$85.7K - $95.8K
|
1.62K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
178New |
$85.7K - $95.8K
|
178
$79K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
177+ 17.66% |
$85.2K - $95.3K
|
1.18K
$524K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
176+ 3.46% |
$84.7K - $94.7K
|
5.26K
$2.33M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
176+ 52.54% |
$84.7K - $94.7K
|
511
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
175+ 16.89% |
$84.2K - $94.2K
|
1.21K
$538K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
175+ 1.29% |
$84.2K - $94.2K
|
13.7K
$6.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
175+ 22.52% |
$84.2K - $94.2K
|
952
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
174+ 0.81% |
$83.7K - $93.6K
|
21.6K
$9.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
172+ 7.89% |
$82.8K - $92.6K
|
2.35K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
170+ 20.33% |
$81.8K - $91.5K
|
1.01K
$447K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
167+ 27.93% |
$80.4K - $89.9K
|
765
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
167+ 2.07% |
$80.4K - $89.9K
|
8.24K
$3.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
167+ 4.03% |
$80.4K - $89.9K
|
4.31K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
167New |
$80.4K - $89.9K
|
167
$74.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
166+ 1.76% |
$79.9K - $89.3K
|
9.58K
$4.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
164+ 2.22% |
$78.9K - $88.3K
|
7.57K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
164+ 16.17% |
$78.9K - $88.3K
|
1.18K
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
162+ 2.39% |
$78K - $87.2K
|
6.94K
$3.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
161+ 0.23% |
$77.5K - $86.6K
|
69.4K
$30.8M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
160New |
$77K - $86.1K
|
160
$71.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
160New |
$77K - $86.1K
|
160
$71.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
159+ 24.84% |
$76.5K - $85.6K
|
799
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
158+ 3.07% |
$76K - $85K
|
5.31K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
158+ 9.81% |
$76K - $85K
|
1.77K
$786K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
157+ 14.56% |
$75.6K - $84.5K
|
1.24K
$548K
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
154+ 1.04% |
$74.1K - $82.9K
|
14.9K
$6.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
154+ 0.33% |
$74.1K - $82.9K
|
46.4K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
154+ 1.79% |
$74.1K - $82.9K
|
8.75K
$3.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
153+ 46.08% |
$73.6K - $82.3K
|
485
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
152+ 13.87% |
$73.1K - $81.8K
|
1.25K
$554K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
152+ 33.55% |
$73.1K - $81.8K
|
605
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
152+ 3.82% |
$73.1K - $81.8K
|
4.14K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
151+ 1.36% |
$72.7K - $81.3K
|
11.2K
$4.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
150+ 1.37% |
$72.2K - $80.7K
|
11.1K
$4.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
150+ 4.96% |
$72.2K - $80.7K
|
3.18K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
150+ 13.31% |
$72.2K - $80.7K
|
1.28K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
150+ 15.99% |
$72.2K - $80.7K
|
1.09K
$483K
|