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 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
166+ 1.76% |
$79.9K - $89.3K
|
9.58K
$5.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
164+ 2.22% |
$78.9K - $88.3K
|
7.57K
$3.97M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
164+ 16.17% |
$78.9K - $88.3K
|
1.18K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
162+ 2.39% |
$78K - $87.2K
|
6.94K
$3.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
161+ 0.23% |
$77.5K - $86.6K
|
69.4K
$36.4M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
160New |
$77K - $86.1K
|
160
$84K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
160New |
$77K - $86.1K
|
160
$84K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
159+ 24.84% |
$76.5K - $85.6K
|
799
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
158+ 3.07% |
$76K - $85K
|
5.31K
$2.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
158+ 9.81% |
$76K - $85K
|
1.77K
$928K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
157+ 14.56% |
$75.6K - $84.5K
|
1.24K
$648K
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
154+ 1.04% |
$74.1K - $82.9K
|
14.9K
$7.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
154+ 0.33% |
$74.1K - $82.9K
|
46.4K
$24.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
154+ 1.79% |
$74.1K - $82.9K
|
8.75K
$4.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
153+ 46.08% |
$73.6K - $82.3K
|
485
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
152+ 13.87% |
$73.1K - $81.8K
|
1.25K
$655K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
152+ 33.55% |
$73.1K - $81.8K
|
605
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
152+ 3.82% |
$73.1K - $81.8K
|
4.14K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
151+ 1.36% |
$72.7K - $81.3K
|
11.2K
$5.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
150+ 1.37% |
$72.2K - $80.7K
|
11.1K
$5.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
150+ 4.96% |
$72.2K - $80.7K
|
3.18K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
150+ 13.31% |
$72.2K - $80.7K
|
1.28K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
150+ 15.99% |
$72.2K - $80.7K
|
1.09K
$571K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
149+ 7.41% |
$71.7K - $80.2K
|
2.16K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
149+ 2.86% |
$71.7K - $80.2K
|
5.36K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
148+ 2.05% |
$71.2K - $79.6K
|
7.36K
$3.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
147+ 9.27% |
$70.7K - $79.1K
|
1.73K
$909K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
146+ 9.83% |
$70.3K - $78.6K
|
1.63K
$856K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
146+ 2.42% |
$70.3K - $78.6K
|
6.19K
$3.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
146+ 3.52% |
$70.3K - $78.6K
|
4.29K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
145+ 6.95% |
$69.8K - $78K
|
2.23K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
144New |
$69.3K - $77.5K
|
144
$75.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
143+ 5.74% |
$68.8K - $77K
|
2.63K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
143+ 15.92% |
$68.8K - $77K
|
1.04K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
142+ 4.54% |
$68.3K - $76.4K
|
3.27K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
141+ 216.92% |
$67.9K - $75.9K
|
206
$108K
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
140+ 12.77% |
$67.4K - $75.3K
|
1.24K
$649K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
140+ 30.37% |
$67.4K - $75.3K
|
601
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
140+ 11.37% |
$67.4K - $75.3K
|
1.37K
$719K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
140+ 222.22% |
$67.4K - $75.3K
|
203
$107K
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
138+ 8.9% |
$66.4K - $74.3K
|
1.69K
$886K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
138+ 2.49% |
$66.4K - $74.3K
|
5.68K
$2.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
137+ 2.37% |
$65.9K - $73.7K
|
5.91K
$3.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
137+ 18.19% |
$65.9K - $73.7K
|
890
$467K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
137+ 1.97% |
$65.9K - $73.7K
|
7.11K
$3.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
137+ 9.35% |
$65.9K - $73.7K
|
1.6K
$841K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
136+ 12.96% |
$65.4K - $73.2K
|
1.19K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
136+ 0.69% |
$65.4K - $73.2K
|
20K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
135New |
$65K - $72.7K
|
135
$70.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
135+ 7.11% |
$65K - $72.7K
|
2.04K
$1.07M
|