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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-2.99K- 47.72% |
$1.44M - $1.61M
|
3.27K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-3K- 9.45% |
$1.44M - $1.61M
|
28.7K
$15M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-3K- 32.99% |
$1.44M - $1.61M
|
6.09K
$3.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-3.13K- 70.02% |
$1.5M - $1.68M
|
1.34K
$700K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.19K- 14.33% |
$1.53M - $1.71M
|
19K
$9.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.27K- 5.54% |
$1.57M - $1.76M
|
55.8K
$29.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-3.41K- 12.37% |
$1.64M - $1.84M
|
24.2K
$12.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-3.42K- 4.87% |
$1.65M - $1.84M
|
66.8K
$34.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.43K- 27.54% |
$1.65M - $1.85M
|
9.03K
$4.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-3.59K- 4.36% |
$1.73M - $1.93M
|
78.8K
$41.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-3.61K- 29.51% |
$1.73M - $1.94M
|
8.61K
$4.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-3.7K- 12.69% |
$1.78M - $1.99M
|
25.4K
$13.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-3.76K- 19.96% |
$1.81M - $2.02M
|
15.1K
$7.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.77K- 4.9% |
$1.81M - $2.03M
|
73K
$38.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.91K- 13.51% |
$1.88M - $2.1M
|
25K
$13.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.96K- 29.05% |
$1.91M - $2.13M
|
9.68K
$5.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-4.4K- 44.26% |
$2.12M - $2.37M
|
5.54K
$2.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.43K- 10.66% |
$2.13M - $2.38M
|
37.1K
$19.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.52K- 40.54% |
$2.18M - $2.43M
|
6.63K
$3.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.84K- 48.86% |
$2.33M - $2.61M
|
5.07K
$2.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-5.12K- 12.02% |
$2.46M - $2.75M
|
37.5K
$19.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-5.17K- 27.1% |
$2.49M - $2.78M
|
13.9K
$7.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.25K- 13.15% |
$2.53M - $2.82M
|
34.7K
$18.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-5.26K- 0.18% |
$2.53M - $2.83M
|
2.98M
$1.56B
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.28K- 20.75% |
$2.54M - $2.84M
|
20.2K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.32K- 1.03% |
$2.56M - $2.86M
|
513K
$268M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5.4K- 59.77% |
$2.6M - $2.91M
|
3.64K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.53K- 23.83% |
$2.66M - $2.97M
|
17.7K
$9.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.63K- 7.91% |
$2.71M - $3.03M
|
65.6K
$34.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-5.7K- 6.02% |
$2.74M - $3.07M
|
89.1K
$46.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-5.76K- 7.31% |
$2.77M - $3.1M
|
73K
$38.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.86K- 8.84% |
$2.82M - $3.15M
|
60.3K
$31.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.9K- 4.08% |
$2.84M - $3.17M
|
139K
$72.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5.95K- 78.75% |
$2.86M - $3.2M
|
1.61K
$839K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-6.02K- 3.76% |
$2.9M - $3.24M
|
154K
$80.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.15K- 5.79% |
$2.96M - $3.31M
|
100K
$52.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-6.16K- 13.65% |
$2.97M - $3.32M
|
39K
$20.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-6.28K- 62.12% |
$3.02M - $3.38M
|
3.83K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-6.36K- 36.47% |
$3.06M - $3.42M
|
11.1K
$5.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-6.56K- 42.38% |
$3.16M - $3.53M
|
8.92K
$4.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-6.59K- 15.03% |
$3.17M - $3.54M
|
37.2K
$19.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.59K- 94.13% |
$3.17M - $3.55M
|
411
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-6.99K- 16.61% |
$3.37M - $3.76M
|
35.1K
$18.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-7.18K- 20.54% |
$3.46M - $3.87M
|
27.8K
$14.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7.72K- 5.86% |
$3.72M - $4.16M
|
124K
$64.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-7.84K- 92.6% |
$3.77M - $4.22M
|
627
$328K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.26K- 21.31% |
$3.98M - $4.45M
|
30.5K
$15.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-8.32K- 20.17% |
$4M - $4.47M
|
32.9K
$17.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.43K- 99.91% |
$4.06M - $4.54M
|
8
$4.18K
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-8.67K- 33.71% |
$4.17M - $4.66M
|
17K
$8.91M
|