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 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
56+ 11.76% |
$26.9K - $30.1K
|
532
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
55+ 2.49% |
$26.5K - $29.6K
|
2.26K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
55+ 0.85% |
$26.5K - $29.6K
|
6.53K
$3.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
54+ 0.83% |
$26K - $29.1K
|
6.59K
$3.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
54+ 1.35% |
$26K - $29.1K
|
4.07K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
54+ 0.63% |
$26K - $29.1K
|
8.57K
$4.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
53+ 5.0% |
$25.5K - $28.5K
|
1.11K
$585K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
53+ 1.66% |
$25.5K - $28.5K
|
3.25K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
53+ 1.47% |
$25.5K - $28.5K
|
3.66K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
53+ 1.06% |
$25.5K - $28.5K
|
5.07K
$2.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
52+ 0.52% |
$25K - $28K
|
10.1K
$5.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
52+ 1.32% |
$25K - $28K
|
4K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
51+ 1.34% |
$24.5K - $27.4K
|
3.84K
$2.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50+ 1.79% |
$24.1K - $26.9K
|
2.85K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
50+ 4.16% |
$24.1K - $26.9K
|
1.25K
$657K
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
50+ 0.24% |
$24.1K - $26.9K
|
20.6K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
50+ 1.67% |
$24.1K - $26.9K
|
3.05K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
50+ 2.79% |
$24.1K - $26.9K
|
1.84K
$967K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
50+ 0.29% |
$24.1K - $26.9K
|
17.5K
$9.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
49+ 5.38% |
$23.6K - $26.4K
|
959
$503K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
49+ 47.12% |
$23.6K - $26.4K
|
153
$80.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
49+ 1.52% |
$23.6K - $26.4K
|
3.27K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
49+ 6.41% |
$23.6K - $26.4K
|
814
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
49+ 1.78% |
$23.6K - $26.4K
|
2.8K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
48+ 5.26% |
$23.1K - $25.8K
|
960
$504K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
48+ 7.21% |
$23.1K - $25.8K
|
714
$375K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
47+ 3.02% |
$22.6K - $25.3K
|
1.6K
$841K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
47+ 1.72% |
$22.6K - $25.3K
|
2.79K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
47+ 9.49% |
$22.6K - $25.3K
|
542
$284K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
46+ 8.47% |
$22.1K - $24.8K
|
589
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
46+ 2.97% |
$22.1K - $24.8K
|
1.6K
$837K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
45+ 5.06% |
$21.7K - $24.2K
|
935
$491K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
45+ 2.69% |
$21.7K - $24.2K
|
1.72K
$900K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
45+ 3.55% |
$21.7K - $24.2K
|
1.31K
$689K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
44+ 36.67% |
$21.2K - $23.7K
|
164
$86.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
44+ 0.72% |
$21.2K - $23.7K
|
6.15K
$3.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
44+ 0.67% |
$21.2K - $23.7K
|
6.57K
$3.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
44+ 1.03% |
$21.2K - $23.7K
|
4.3K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
44+ 4.93% |
$21.2K - $23.7K
|
936
$491K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
43+ 1.21% |
$20.7K - $23.1K
|
3.61K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
43+ 1.09% |
$20.7K - $23.1K
|
3.99K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
43+ 2.02% |
$20.7K - $23.1K
|
2.18K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
43+ 0.77% |
$20.7K - $23.1K
|
5.64K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
42+ 2.45% |
$20.2K - $22.6K
|
1.76K
$923K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
42+ 2.52% |
$20.2K - $22.6K
|
1.71K
$897K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
41+ 7.4% |
$19.7K - $22.1K
|
595
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
41+ 1.91% |
$19.7K - $22.1K
|
2.19K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
40+ 0.03% |
$19.2K - $21.5K
|
122K
$64M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
40+ 3.63% |
$19.2K - $21.5K
|
1.14K
$599K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
40+ 0.6% |
$19.2K - $21.5K
|
6.73K
$3.53M
|