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 |
|---|---|---|---|---|---|---|---|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
117+ 0.36% |
$56.3K - $63K
|
33K
$20.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
116+ 1288.89% |
$55.8K - $62.4K
|
125
$76.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
115+ 2.61% |
$55.3K - $61.9K
|
4.52K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
113+ 1.32% |
$54.4K - $60.8K
|
8.67K
$5.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
113+ 0.7% |
$54.4K - $60.8K
|
16.4K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
113+ 10.21% |
$54.4K - $60.8K
|
1.22K
$746K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
113+ 0.4% |
$54.4K - $60.8K
|
28.1K
$17.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
112+ 5.25% |
$53.9K - $60.3K
|
2.25K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
111+ 740.0% |
$53.4K - $59.7K
|
126
$77.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
111New |
$53.4K - $59.7K
|
111
$67.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
110+ 0.14% |
$52.9K - $59.2K
|
79.6K
$48.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
109+ 0.98% |
$52.5K - $58.7K
|
11.2K
$6.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
109+ 1.01% |
$52.5K - $58.7K
|
10.9K
$6.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
109+ 0.18% |
$52.5K - $58.7K
|
59.2K
$36.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
108+ 2.92% |
$52K - $58.1K
|
3.81K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
108+ 1.01% |
$52K - $58.1K
|
10.8K
$6.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
107+ 0.13% |
$51.5K - $57.6K
|
81.1K
$49.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
107+ 8.82% |
$51.5K - $57.6K
|
1.32K
$807K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
105+ 1.1% |
$50.5K - $56.5K
|
9.62K
$5.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
105+ 8.13% |
$50.5K - $56.5K
|
1.4K
$854K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
105+ 1.3% |
$50.5K - $56.5K
|
8.2K
$5.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
104+ 3.84% |
$50K - $56K
|
2.81K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
104+ 4.12% |
$50K - $56K
|
2.63K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
103+ 5.53% |
$49.6K - $55.4K
|
1.96K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
103+ 4.15% |
$49.6K - $55.4K
|
2.59K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
103+ 12.72% |
$49.6K - $55.4K
|
913
$558K
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
102+ 6.88% |
$49.1K - $54.9K
|
1.58K
$969K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
102+ 0.99% |
$49.1K - $54.9K
|
10.4K
$6.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
101+ 35.19% |
$48.6K - $54.4K
|
388
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
101+ 1.83% |
$48.6K - $54.4K
|
5.62K
$3.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
100+ 16.92% |
$48.1K - $53.8K
|
691
$423K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
100+ 14.73% |
$48.1K - $53.8K
|
779
$476K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100+ 70.42% |
$48.1K - $53.8K
|
242
$148K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
100+ 11.88% |
$48.1K - $53.8K
|
942
$576K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
100New |
$48.1K - $53.8K
|
100
$61.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
100+ 8.33% |
$48.1K - $53.8K
|
1.3K
$795K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
100New |
$48.1K - $53.8K
|
100
$61.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
99+ 0.53% |
$47.6K - $53.3K
|
18.9K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
98+ 0.68% |
$47.2K - $52.7K
|
14.5K
$8.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
98+ 3.43% |
$47.2K - $52.7K
|
2.95K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
98+ 2.69% |
$47.2K - $52.7K
|
3.74K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
98New |
$47.2K - $52.7K
|
98
$59.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97+ 1.0% |
$46.7K - $52.2K
|
9.81K
$6M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
96+ 4.57% |
$46.2K - $51.7K
|
2.2K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
95+ 26.03% |
$45.7K - $51.1K
|
460
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
95+ 1.77% |
$45.7K - $51.1K
|
5.47K
$3.34M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
95+ 0.98% |
$45.7K - $51.1K
|
9.76K
$5.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
92+ 6.57% |
$44.3K - $49.5K
|
1.49K
$913K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
92+ 17.01% |
$44.3K - $49.5K
|
633
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
91+ 0.26% |
$43.8K - $49K
|
35.3K
$21.6M
|