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 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
21+ 2.85% |
$10.1K - $11.3K
|
758
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
21+ 2.65% |
$10.1K - $11.3K
|
814
$361K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
20+ 0.52% |
$9.62K - $10.8K
|
3.9K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
20+ 32.26% |
$9.62K - $10.8K
|
82
$36.4K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
20+ 0.14% |
$9.62K - $10.8K
|
14.2K
$6.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 1.86% |
$9.62K - $10.8K
|
1.09K
$485K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
20+ 1.74% |
$9.62K - $10.8K
|
1.17K
$518K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 5.17% |
$9.62K - $10.8K
|
407
$181K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
20+ 3.05% |
$9.62K - $10.8K
|
676
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
20+ 0.38% |
$9.62K - $10.8K
|
5.24K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
20+ 4.31% |
$9.62K - $10.8K
|
484
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20+ 8.2% |
$9.62K - $10.8K
|
264
$117K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
20+ 8.2% |
$9.62K - $10.8K
|
264
$117K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
20+ 0.33% |
$9.62K - $10.8K
|
6.02K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
20New |
$9.62K - $10.8K
|
20
$8.88K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19+ 0.35% |
$9.14K - $10.2K
|
5.42K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
19+ 3.46% |
$9.14K - $10.2K
|
568
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19+ 0.06% |
$9.14K - $10.2K
|
32.8K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
19+ 0.28% |
$9.14K - $10.2K
|
6.71K
$2.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
18+ 1.22% |
$8.66K - $9.69K
|
1.49K
$662K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
18+ 0.82% |
$8.66K - $9.69K
|
2.21K
$983K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
18+ 0.03% |
$8.66K - $9.69K
|
56.8K
$25.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
17+ 1.47% |
$8.18K - $9.15K
|
1.17K
$520K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.59% |
$8.18K - $9.15K
|
2.92K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
16+ 1.99% |
$7.7K - $8.61K
|
821
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
16+ 2.05% |
$7.7K - $8.61K
|
798
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
16+ 0.87% |
$7.7K - $8.61K
|
1.86K
$827K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
16+ 1.19% |
$7.7K - $8.61K
|
1.36K
$604K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
16+ 0.76% |
$7.7K - $8.61K
|
2.11K
$936K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
15New |
$7.22K - $8.07K
|
15
$6.66K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
15+ 2.84% |
$7.22K - $8.07K
|
543
$241K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
15+ 1.06% |
$7.22K - $8.07K
|
1.43K
$636K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
15+ 2.92% |
$7.22K - $8.07K
|
528
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
15+ 0.61% |
$7.22K - $8.07K
|
2.47K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
15New |
$7.22K - $8.07K
|
15
$6.66K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
14+ 0.45% |
$6.74K - $7.53K
|
3.13K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
14+ 0.25% |
$6.74K - $7.53K
|
5.54K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14+ 0.37% |
$6.74K - $7.53K
|
3.76K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
14+ 0.22% |
$6.74K - $7.53K
|
6.43K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
14+ 1.27% |
$6.74K - $7.53K
|
1.11K
$494K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
13+ 0.99% |
$6.26K - $7K
|
1.32K
$588K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
13+ 4.73% |
$6.26K - $7K
|
288
$128K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
13+ 0.32% |
$6.26K - $7K
|
4.06K
$1.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.56% |
$5.77K - $6.46K
|
2.14K
$951K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
12+ 15.58% |
$5.77K - $6.46K
|
89
$39.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
12+ 2.35% |
$5.77K - $6.46K
|
522
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
12+ 0.2% |
$5.77K - $6.46K
|
5.94K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
12+ 0.32% |
$5.77K - $6.46K
|
3.8K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
12+ 0.89% |
$5.77K - $6.46K
|
1.35K
$601K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
12+ 2.91% |
$5.77K - $6.46K
|
424
$188K
|