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 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$96.2K - $108K
|
200
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
200New |
$96.2K - $108K
|
200
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
200New |
$96.2K - $108K
|
200
$105K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
200New |
$96.2K - $108K
|
200
$105K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
198+ 2.35% |
$95.3K - $107K
|
8.62K
$4.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
198+ 23.1% |
$95.3K - $107K
|
1.06K
$554K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
196+ 31.92% |
$94.3K - $105K
|
810
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
196+ 4.41% |
$94.3K - $105K
|
4.64K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
194+ 2155.56% |
$93.4K - $104K
|
203
$107K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
192+ 10.78% |
$92.4K - $103K
|
1.97K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
192New |
$92.4K - $103K
|
192
$101K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
192+ 12.48% |
$92.4K - $103K
|
1.73K
$908K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
192+ 1.82% |
$92.4K - $103K
|
10.7K
$5.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
191+ 45.05% |
$91.9K - $103K
|
615
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
190New |
$91.4K - $102K
|
190
$99.7K
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
188+ 24.35% |
$90.5K - $101K
|
960
$504K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
187+ 17.49% |
$90K - $101K
|
1.26K
$659K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
187New |
$90K - $101K
|
187
$98.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
186+ 3.3% |
$89.5K - $100K
|
5.82K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
186+ 1.38% |
$89.5K - $100K
|
13.7K
$7.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
185+ 5.13% |
$89K - $99.6K
|
3.79K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
185+ 0.31% |
$89K - $99.6K
|
60.7K
$31.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
185+ 14.44% |
$89K - $99.6K
|
1.47K
$769K
|
|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
185+ 8.37% |
$89K - $99.6K
|
2.4K
$1.26M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
184+ 14.77% |
$88.5K - $99K
|
1.43K
$750K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
183+ 1.12% |
$88.1K - $98.5K
|
16.5K
$8.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
183+ 1.35% |
$88.1K - $98.5K
|
13.7K
$7.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
183+ 10.91% |
$88.1K - $98.5K
|
1.86K
$976K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
181+ 5.24% |
$87.1K - $97.4K
|
3.64K
$1.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
181+ 1.44% |
$87.1K - $97.4K
|
12.7K
$6.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
180+ 11.01% |
$86.6K - $96.9K
|
1.82K
$952K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
180+ 3.87% |
$86.6K - $96.9K
|
4.84K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
179+ 3.2% |
$86.1K - $96.3K
|
5.77K
$3.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
178+ 2.05% |
$85.7K - $95.8K
|
8.84K
$4.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
178+ 5.22% |
$85.7K - $95.8K
|
3.59K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
178+ 12.32% |
$85.7K - $95.8K
|
1.62K
$852K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
178New |
$85.7K - $95.8K
|
178
$93.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
177+ 17.66% |
$85.2K - $95.3K
|
1.18K
$619K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
176+ 3.46% |
$84.7K - $94.7K
|
5.26K
$2.76M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
176+ 52.54% |
$84.7K - $94.7K
|
511
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
175+ 16.89% |
$84.2K - $94.2K
|
1.21K
$636K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
175+ 1.29% |
$84.2K - $94.2K
|
13.7K
$7.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
175+ 22.52% |
$84.2K - $94.2K
|
952
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
174+ 0.81% |
$83.7K - $93.6K
|
21.6K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
172+ 7.89% |
$82.8K - $92.6K
|
2.35K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
170+ 20.33% |
$81.8K - $91.5K
|
1.01K
$528K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
167+ 27.93% |
$80.4K - $89.9K
|
765
$401K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
167+ 2.07% |
$80.4K - $89.9K
|
8.24K
$4.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
167+ 4.03% |
$80.4K - $89.9K
|
4.31K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
167New |
$80.4K - $89.9K
|
167
$87.6K
|