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 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.25K- 32.53% |
$599K - $670K
|
2.58K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.25K- 17.75% |
$602K - $674K
|
5.8K
$3.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.26K- 5.85% |
$607K - $679K
|
20.3K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.28K- 6.71% |
$615K - $687K
|
17.8K
$9.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.3K- 7.76% |
$624K - $698K
|
15.4K
$8.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.31K- 0.66% |
$629K - $704K
|
197K
$103M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.33K- 19.04% |
$638K - $714K
|
5.64K
$2.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.36K- 4.21% |
$653K - $730K
|
30.8K
$16.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.36K- 10.35% |
$654K - $732K
|
11.8K
$6.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.36K- 3.52% |
$655K - $732K
|
37.2K
$19.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.37K- 1.81% |
$657K - $735K
|
74K
$38.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-1.4K- 2.72% |
$672K - $752K
|
49.9K
$26.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 2.72% |
$679K - $759K
|
50.4K
$26.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.45K- 30.54% |
$698K - $781K
|
3.3K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.48K- 2.46% |
$710K - $794K
|
58.5K
$30.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.53K- 3.36% |
$737K - $824K
|
44K
$23M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.59K- 48.6% |
$763K - $853K
|
1.68K
$876K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.61K- 6.54% |
$772K - $864K
|
22.9K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.61K- 16.78% |
$773K - $865K
|
7.97K
$4.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.62K- 15.28% |
$777K - $869K
|
8.96K
$4.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.64K- 13.22% |
$791K - $884K
|
10.8K
$5.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.68K- 7.18% |
$807K - $903K
|
21.7K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.73K- 4.66% |
$831K - $929K
|
35.4K
$18.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 4.67% |
$833K - $931K
|
35.3K
$18.5M
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-1.74K- 2.83% |
$835K - $934K
|
59.6K
$31.2M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.77K- 10.91% |
$852K - $953K
|
14.5K
$7.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.79K- 48.36% |
$859K - $961K
|
1.91K
$997K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.79K- 5.59% |
$862K - $964K
|
30.3K
$15.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.82K- 14.03% |
$876K - $979K
|
11.1K
$5.83M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-1.85K- 5.18% |
$892K - $998K
|
33.9K
$17.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-1.86K- 9.08% |
$893K - $999K
|
18.6K
$9.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.86K- 2.14% |
$897K - $1M
|
85.1K
$44.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-1.87K- 19.44% |
$900K - $1.01M
|
7.75K
$4.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.88K- 0.44% |
$906K - $1.01M
|
425K
$222M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.9K- 25.6% |
$914K - $1.02M
|
5.52K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.92K- 20.99% |
$923K - $1.03M
|
7.22K
$3.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.99K- 6.28% |
$959K - $1.07M
|
29.7K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-2.02K- 1.01% |
$970K - $1.08M
|
197K
$103M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.12K- 55.11% |
$1.02M - $1.14M
|
1.73K
$902K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.14K- 16.69% |
$1.03M - $1.15M
|
10.7K
$5.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.2K- 29.23% |
$1.06M - $1.18M
|
5.33K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.29K- 1.87% |
$1.1M - $1.23M
|
120K
$62.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.31K- 7.87% |
$1.11M - $1.25M
|
27.1K
$14.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.34K- 37.14% |
$1.13M - $1.26M
|
3.96K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.35K- 51.33% |
$1.13M - $1.27M
|
2.23K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-2.4K- 64.02% |
$1.15M - $1.29M
|
1.35K
$705K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.54K- 35.05% |
$1.22M - $1.37M
|
4.71K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.67K- 3.18% |
$1.28M - $1.43M
|
81.1K
$42.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.69K- 48.81% |
$1.29M - $1.45M
|
2.82K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-2.69K- 1.04% |
$1.29M - $1.45M
|
255K
$133M
|