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 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-448- 1.18% |
$216K - $241K
|
37.4K
$19.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-450- 4.04% |
$217K - $242K
|
10.7K
$5.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-453- 1.58% |
$218K - $244K
|
28.3K
$14.8M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-454- 9.13% |
$218K - $244K
|
4.52K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-457- 4.5% |
$220K - $246K
|
9.69K
$5.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-469- 4.12% |
$226K - $252K
|
10.9K
$5.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-470- 47.81% |
$226K - $253K
|
513
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-470- 7.51% |
$226K - $253K
|
5.79K
$3.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-474- 2.92% |
$228K - $255K
|
15.7K
$8.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-482- 2.14% |
$232K - $259K
|
22.1K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-487- 14.88% |
$234K - $262K
|
2.79K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-496- 2.34% |
$239K - $267K
|
20.7K
$10.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-497- 11.42% |
$239K - $267K
|
3.86K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-499- 23.8% |
$240K - $269K
|
1.6K
$836K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-500- 14.35% |
$241K - $269K
|
2.98K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-500- 44.72% |
$241K - $269K
|
618
$323K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-502- 1.54% |
$242K - $270K
|
32.1K
$16.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-525- 0.46% |
$253K - $283K
|
113K
$59M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-535- 2.54% |
$257K - $288K
|
20.5K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-540- 3.04% |
$260K - $291K
|
17.2K
$8.99M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-542- 18.28% |
$261K - $292K
|
2.42K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-544- 1.51% |
$262K - $293K
|
35.4K
$18.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-547- 3.6% |
$263K - $294K
|
14.6K
$7.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
SELL
|
- |
-548- 3.12% |
$264K - $295K
|
17K
$8.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-556- 1.32% |
$268K - $299K
|
41.6K
$21.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-569- 1.5% |
$274K - $306K
|
37.4K
$19.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-575- 15.13% |
$277K - $309K
|
3.23K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-579- 2.55% |
$279K - $312K
|
22.2K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-584- 21.92% |
$281K - $314K
|
2.08K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-591- 1.95% |
$284K - $318K
|
29.6K
$15.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-609- 3.95% |
$293K - $328K
|
14.8K
$7.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-619- 20.5% |
$298K - $333K
|
2.4K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-647- 1.1% |
$311K - $348K
|
58K
$30.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-650- 12.34% |
$313K - $350K
|
4.62K
$2.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-654- 1.26% |
$315K - $352K
|
51.2K
$26.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-654- 7.93% |
$315K - $352K
|
7.59K
$3.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-654- 11.11% |
$315K - $352K
|
5.23K
$2.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-655- 1.39% |
$315K - $353K
|
46.6K
$24.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-657- 2.69% |
$316K - $354K
|
23.8K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-665- 9.85% |
$320K - $358K
|
6.08K
$3.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-668- 3.94% |
$321K - $359K
|
16.3K
$8.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-672- 6.12% |
$323K - $362K
|
10.3K
$5.39M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-678- 14.25% |
$326K - $365K
|
4.08K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-696- 16.19% |
$335K - $375K
|
3.6K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-699- 7.13% |
$336K - $376K
|
9.11K
$4.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Ppsc Investment Service Corp
Tokyo, M0 |
SELL
|
- |
-700- 0.26% |
$337K - $377K
|
265K
$139M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-702- 1.47% |
$338K - $378K
|
47K
$24.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-705- 20.1% |
$339K - $379K
|
2.8K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-711- 2.34% |
$342K - $383K
|
29.7K
$15.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-720- 0.86% |
$346K - $387K
|
83.1K
$43.5M
|