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 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 0.76% |
$1.92K - $2.15K
|
529
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4+ 3.31% |
$1.92K - $2.15K
|
125
$65.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.35% |
$1.92K - $2.15K
|
1.13K
$595K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4+ 0.69% |
$1.92K - $2.15K
|
586
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.33% |
$1.92K - $2.15K
|
1.22K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
4+ 1.11% |
$1.92K - $2.15K
|
363
$190K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.38% |
$1.44K - $1.61K
|
803
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.01% |
$1.44K - $1.61K
|
49.1K
$25.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
3+ 0.29% |
$1.44K - $1.61K
|
1.04K
$543K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.13% |
$1.44K - $1.61K
|
2.35K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3+ 0.47% |
$1.44K - $1.61K
|
636
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3+ 0.27% |
$1.44K - $1.61K
|
1.13K
$592K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3+ 0.16% |
$1.44K - $1.61K
|
1.94K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3+ 0.37% |
$1.44K - $1.61K
|
806
$423K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
3+ 0.06% |
$1.44K - $1.61K
|
4.91K
$2.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3+ 0.09% |
$1.44K - $1.61K
|
3.26K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3+ 0.11% |
$1.44K - $1.61K
|
2.71K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$1.44K - $1.61K
|
1.84K
$965K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
3+ 0.27% |
$1.44K - $1.61K
|
1.13K
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
3New |
$1.44K - $1.61K
|
3
$1.57K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3+ 0.18% |
$1.44K - $1.61K
|
1.65K
$868K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.36% |
$1.44K - $1.61K
|
848
$445K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2+ 0.34% |
$962 - $1.08K
|
596
$313K
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
2+ 0.21% |
$962 - $1.08K
|
969
$509K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 0.07% |
$962 - $1.08K
|
3.03K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$962 - $1.08K
|
2.3K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
2+ 0.21% |
$962 - $1.08K
|
950
$499K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2+ 0.17% |
$962 - $1.08K
|
1.2K
$631K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$962 - $1.08K
|
19.2K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
2+ 0.29% |
$962 - $1.08K
|
686
$360K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2+ 0.36% |
$962 - $1.08K
|
553
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2+ 0.03% |
$962 - $1.08K
|
6.66K
$3.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
2+ 0.46% |
$962 - $1.08K
|
438
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.25% |
$962 - $1.08K
|
809
$425K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.35% |
$962 - $1.08K
|
572
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2+ 0.36% |
$962 - $1.08K
|
561
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.3% |
$962 - $1.08K
|
677
$355K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$481 - $538
|
770
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$481 - $538
|
5.34K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.13% |
$481 - $538
|
773
$406K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.22% |
$481 - $538
|
455
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.04% |
$481 - $538
|
2.49K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.33% |
$481 - $538
|
303
$159K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$481 - $538
|
734
$385K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
1+ 0.11% |
$481 - $538
|
884
$464K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1+ 0.13% |
$481 - $538
|
778
$408K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 0.08% |
$481 - $538
|
1.18K
$620K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.06% |
$481 - $538
|
1.75K
$919K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.03% |
$481 - $538
|
3.93K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.13% |
$481 - $538
|
760
$399K
|