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 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
90+ 1.52% |
$43.3K - $48.4K
|
6.02K
$3.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
90+ 0.74% |
$43.3K - $48.4K
|
12.3K
$7.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
89+ 18.7% |
$42.8K - $47.9K
|
565
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
89+ 5.26% |
$42.8K - $47.9K
|
1.78K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
88+ 1.61% |
$42.3K - $47.4K
|
5.56K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
88+ 3.85% |
$42.3K - $47.4K
|
2.38K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
88+ 1.67% |
$42.3K - $47.4K
|
5.36K
$3.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
87+ 0.82% |
$41.9K - $46.8K
|
10.7K
$6.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
87+ 6.79% |
$41.9K - $46.8K
|
1.37K
$835K
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
87+ 0.41% |
$41.9K - $46.8K
|
21.5K
$13.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
86+ 9.02% |
$41.4K - $46.3K
|
1.04K
$634K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
86+ 4.13% |
$41.4K - $46.3K
|
2.17K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
85+ 0.45% |
$40.9K - $45.7K
|
19.1K
$11.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
85+ 0.39% |
$40.9K - $45.7K
|
21.7K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
85+ 2.08% |
$40.9K - $45.7K
|
4.18K
$2.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
85+ 6.93% |
$40.9K - $45.7K
|
1.31K
$800K
|
|
|
Feb 10, 2025
Q4 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
84+ 3.78% |
$40.4K - $45.2K
|
2.31K
$1.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
81+ 8.23% |
$39K - $43.6K
|
1.07K
$649K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
81+ 1.68% |
$39K - $43.6K
|
4.91K
$3M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
80+ 0.84% |
$38.5K - $43.1K
|
9.65K
$5.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
80+ 3.05% |
$38.5K - $43.1K
|
2.71K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
80+ 3.68% |
$38.5K - $43.1K
|
2.25K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
79+ 9.45% |
$38K - $42.5K
|
915
$558K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
79+ 16.12% |
$38K - $42.5K
|
569
$347K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
78+ 3.68% |
$37.5K - $42K
|
2.2K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
77+ 30.8% |
$37.1K - $41.4K
|
327
$199K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
77+ 3.2% |
$37.1K - $41.4K
|
2.48K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
77+ 0.09% |
$37.1K - $41.4K
|
82.6K
$50.3M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
77+ 0.23% |
$37.1K - $41.4K
|
33.2K
$20.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
76+ 1.48% |
$36.6K - $40.9K
|
5.21K
$3.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
75+ 0.22% |
$36.1K - $40.4K
|
34K
$20.7M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
74+ 4.32% |
$35.6K - $39.8K
|
1.79K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
72+ 1.34% |
$34.6K - $38.7K
|
5.43K
$3.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
72New |
$34.6K - $38.7K
|
72
$43.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
72+ 5.25% |
$34.6K - $38.7K
|
1.44K
$880K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
72+ 0.22% |
$34.6K - $38.7K
|
32.2K
$19.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
71+ 2.0% |
$34.2K - $38.2K
|
3.62K
$2.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
71+ 8.17% |
$34.2K - $38.2K
|
940
$573K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
71+ 0.75% |
$34.2K - $38.2K
|
9.55K
$5.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
71+ 7.35% |
$34.2K - $38.2K
|
1.04K
$632K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
71+ 1.96% |
$34.2K - $38.2K
|
3.7K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
70+ 8.48% |
$33.7K - $37.7K
|
895
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
70New |
$33.7K - $37.7K
|
70
$42.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
69+ 2.96% |
$33.2K - $37.1K
|
2.4K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
69+ 3.36% |
$33.2K - $37.1K
|
2.13K
$1.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
69+ 4.03% |
$33.2K - $37.1K
|
1.78K
$1.09M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
68+ 0.26% |
$32.7K - $36.6K
|
26K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
68New |
$32.7K - $36.6K
|
68
$41.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
67+ 5.94% |
$32.2K - $36.1K
|
1.2K
$729K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
67+ 3.94% |
$32.2K - $36.1K
|
1.77K
$1.08M
|