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 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-155- 6.53% |
$74.6K - $83.4K
|
2.22K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-155- 9.88% |
$74.6K - $83.4K
|
1.41K
$739K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-156- 2.92% |
$75.1K - $84K
|
5.2K
$2.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-157- 1.27% |
$75.6K - $84.5K
|
12.2K
$6.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-157- 17.05% |
$75.6K - $84.5K
|
764
$400K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-157- 1.41% |
$75.6K - $84.5K
|
11K
$5.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-160- 9.86% |
$77K - $86.1K
|
1.46K
$765K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-162- 4.91% |
$78K - $87.2K
|
3.14K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-163- 2.85% |
$78.4K - $87.7K
|
5.56K
$2.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-163- 5.11% |
$78.4K - $87.7K
|
3.02K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-165- 7.88% |
$79.4K - $88.8K
|
1.93K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-166- 1.91% |
$79.9K - $89.3K
|
8.54K
$4.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-168- 0.56% |
$80.8K - $90.4K
|
29.8K
$15.6M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-172- 1.02% |
$82.8K - $92.6K
|
16.8K
$8.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-175- 3.57% |
$84.2K - $94.2K
|
4.73K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-175- 2.66% |
$84.2K - $94.2K
|
6.4K
$3.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-177- 7.91% |
$85.2K - $95.3K
|
2.06K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-177- 8.9% |
$85.2K - $95.3K
|
1.81K
$947K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-179- 4.05% |
$86.1K - $96.3K
|
4.24K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-180- 4.26% |
$86.6K - $96.9K
|
4.05K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-184- 4.65% |
$88.5K - $99K
|
3.77K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-185- 1.55% |
$89K - $99.6K
|
11.7K
$6.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-186- 5.96% |
$89.5K - $100K
|
2.93K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-189- 11.47% |
$91K - $102K
|
1.46K
$763K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-189- 0.48% |
$91K - $102K
|
39.2K
$20.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-191- 1.95% |
$91.9K - $103K
|
9.63K
$5.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-191- 0.46% |
$91.9K - $103K
|
41.4K
$21.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-195- 16.21% |
$93.8K - $105K
|
1.01K
$527K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-196- 5.82% |
$94.3K - $105K
|
3.17K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-197- 0.12% |
$94.8K - $106K
|
164K
$85.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-199- 1.54% |
$95.8K - $107K
|
12.7K
$6.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-199- 15.32% |
$95.8K - $107K
|
1.1K
$575K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-201- 9.97% |
$96.7K - $108K
|
1.82K
$949K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-202- 0.25% |
$97.2K - $109K
|
80.6K
$42.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-203- 6.31% |
$97.7K - $109K
|
3.02K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-204- 3.11% |
$98.2K - $110K
|
6.35K
$3.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-204- 5.71% |
$98.2K - $110K
|
3.37K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-205- 13.46% |
$98.7K - $110K
|
1.32K
$689K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-206- 8.14% |
$99.1K - $111K
|
2.33K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-207- 1.59% |
$99.6K - $111K
|
12.8K
$6.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-207- 2.89% |
$99.6K - $111K
|
6.97K
$3.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-208- 3.97% |
$100K - $112K
|
5.03K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-209- 0.76% |
$101K - $112K
|
27.4K
$14.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-210- 27.6% |
$101K - $113K
|
551
$288K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-210- 2.09% |
$101K - $113K
|
9.85K
$5.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-212- 7.22% |
$102K - $114K
|
2.72K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-217- 0.4% |
$104K - $117K
|
53.5K
$28M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-218- 19.95% |
$105K - $117K
|
875
$458K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-218- 3.13% |
$105K - $117K
|
6.74K
$3.52M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-220- 2.4% |
$106K - $118K
|
8.96K
$4.69M
|