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 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6+ 0.14% |
$2.89K - $3.23K
|
4.44K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.23% |
$2.89K - $3.23K
|
2.59K
$1.15M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
6+ 1.36% |
$2.89K - $3.23K
|
447
$199K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5+ 0.14% |
$2.41K - $2.69K
|
3.53K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5+ 0.33% |
$2.41K - $2.69K
|
1.54K
$684K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
5+ 0.54% |
$2.41K - $2.69K
|
927
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.65% |
$2.41K - $2.69K
|
771
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5+ 0.42% |
$2.41K - $2.69K
|
1.19K
$528K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5+ 0.35% |
$2.41K - $2.69K
|
1.44K
$637K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
5+ 0.17% |
$2.41K - $2.69K
|
2.99K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5+ 0.31% |
$2.41K - $2.69K
|
1.62K
$718K
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
5+ 0.05% |
$2.41K - $2.69K
|
9.28K
$4.12M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5New |
$2.41K - $2.69K
|
5
$2.22K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4+ 0.05% |
$1.92K - $2.15K
|
7.65K
$3.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
4+ 0.1% |
$1.92K - $2.15K
|
4.1K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
4+ 0.2% |
$1.92K - $2.15K
|
1.96K
$872K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.31% |
$1.92K - $2.15K
|
1.28K
$568K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
4+ 0.21% |
$1.92K - $2.15K
|
1.9K
$843K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
4+ 0.08% |
$1.92K - $2.15K
|
5.11K
$2.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
4+ 0.13% |
$1.92K - $2.15K
|
3.05K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
4+ 0.54% |
$1.92K - $2.15K
|
739
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 0.76% |
$1.92K - $2.15K
|
529
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4+ 3.31% |
$1.92K - $2.15K
|
125
$55.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.35% |
$1.92K - $2.15K
|
1.13K
$503K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4+ 0.69% |
$1.92K - $2.15K
|
586
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.33% |
$1.92K - $2.15K
|
1.22K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
4+ 1.11% |
$1.92K - $2.15K
|
363
$161K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.38% |
$1.44K - $1.61K
|
803
$357K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.01% |
$1.44K - $1.61K
|
49.1K
$21.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
3+ 0.29% |
$1.44K - $1.61K
|
1.04K
$460K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.13% |
$1.44K - $1.61K
|
2.35K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3+ 0.47% |
$1.44K - $1.61K
|
636
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3+ 0.27% |
$1.44K - $1.61K
|
1.13K
$501K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3+ 0.16% |
$1.44K - $1.61K
|
1.94K
$860K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3+ 0.37% |
$1.44K - $1.61K
|
806
$358K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
3+ 0.06% |
$1.44K - $1.61K
|
4.91K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3+ 0.09% |
$1.44K - $1.61K
|
3.26K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3+ 0.11% |
$1.44K - $1.61K
|
2.71K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$1.44K - $1.61K
|
1.84K
$816K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
3+ 0.27% |
$1.44K - $1.61K
|
1.13K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
3New |
$1.44K - $1.61K
|
3
$1.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3+ 0.18% |
$1.44K - $1.61K
|
1.65K
$735K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.36% |
$1.44K - $1.61K
|
848
$377K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2+ 0.34% |
$962 - $1.08K
|
596
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
2+ 0.21% |
$962 - $1.08K
|
969
$430K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 0.07% |
$962 - $1.08K
|
3.03K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$962 - $1.08K
|
2.3K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
2+ 0.21% |
$962 - $1.08K
|
950
$422K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2+ 0.17% |
$962 - $1.08K
|
1.2K
$534K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$962 - $1.08K
|
19.2K
$8.52M
|