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
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
47+ 3.02% |
$22.6K - $25.3K
|
1.6K
$981K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
47+ 1.72% |
$22.6K - $25.3K
|
2.79K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
47+ 9.49% |
$22.6K - $25.3K
|
542
$332K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
46+ 8.47% |
$22.1K - $24.8K
|
589
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
46+ 2.97% |
$22.1K - $24.8K
|
1.6K
$976K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
45+ 5.06% |
$21.7K - $24.2K
|
935
$572K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
45+ 2.69% |
$21.7K - $24.2K
|
1.72K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
45+ 3.55% |
$21.7K - $24.2K
|
1.31K
$803K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
44+ 36.67% |
$21.2K - $23.7K
|
164
$100K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
44+ 0.72% |
$21.2K - $23.7K
|
6.15K
$3.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
44+ 0.67% |
$21.2K - $23.7K
|
6.57K
$4.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
44+ 1.03% |
$21.2K - $23.7K
|
4.3K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
44+ 4.93% |
$21.2K - $23.7K
|
936
$573K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
43+ 1.21% |
$20.7K - $23.1K
|
3.61K
$2.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
43+ 1.09% |
$20.7K - $23.1K
|
3.99K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
43+ 2.02% |
$20.7K - $23.1K
|
2.18K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
43+ 0.77% |
$20.7K - $23.1K
|
5.64K
$3.45M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
42+ 2.45% |
$20.2K - $22.6K
|
1.76K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
42+ 2.52% |
$20.2K - $22.6K
|
1.71K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
41+ 7.4% |
$19.7K - $22.1K
|
595
$364K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
41+ 1.91% |
$19.7K - $22.1K
|
2.19K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
40+ 0.03% |
$19.2K - $21.5K
|
122K
$74.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
40+ 3.63% |
$19.2K - $21.5K
|
1.14K
$699K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
40+ 0.6% |
$19.2K - $21.5K
|
6.73K
$4.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
40+ 0.06% |
$19.2K - $21.5K
|
67.6K
$41.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
40+ 111.11% |
$19.2K - $21.5K
|
76
$46.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
40+ 4.04% |
$19.2K - $21.5K
|
1.03K
$630K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
40New |
$19.2K - $21.5K
|
40
$24.5K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
40+ 2.01% |
$19.2K - $21.5K
|
2.03K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
39+ 1.34% |
$18.8K - $21K
|
2.94K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
39+ 0.8% |
$18.8K - $21K
|
4.93K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
39+ 1.45% |
$18.8K - $21K
|
2.73K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
38+ 9.69% |
$18.3K - $20.5K
|
430
$263K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
38+ 1.6% |
$18.3K - $20.5K
|
2.42K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
38+ 5.74% |
$18.3K - $20.5K
|
700
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
37+ 1.14% |
$17.8K - $19.9K
|
3.27K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
37+ 0.44% |
$17.8K - $19.9K
|
8.42K
$5.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
37+ 6.08% |
$17.8K - $19.9K
|
646
$395K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
37+ 5.96% |
$17.8K - $19.9K
|
658
$402K
|
|
|
May 07, 2025
Q4 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
37+ 7.74% |
$17.8K - $19.9K
|
515
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
36+ 0.24% |
$17.3K - $19.4K
|
15K
$9.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
36+ 1.21% |
$17.3K - $19.4K
|
3.01K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
36+ 1.53% |
$17.3K - $19.4K
|
2.39K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 3.05% |
$17.3K - $19.4K
|
1.22K
$744K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36+ 1.08% |
$17.3K - $19.4K
|
3.38K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
36+ 11.46% |
$17.3K - $19.4K
|
350
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
36+ 276.92% |
$17.3K - $19.4K
|
49
$30K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
36+ 2.57% |
$17.3K - $19.4K
|
1.44K
$879K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
36+ 0.96% |
$17.3K - $19.4K
|
3.79K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
35+ 1.65% |
$16.8K - $18.8K
|
2.16K
$1.32M
|