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 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-25- 0.84% |
$12K - $13.5K
|
2.97K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-25- 4.24% |
$12K - $13.5K
|
565
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-25- 1.87% |
$12K - $13.5K
|
1.31K
$582K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-26- 0.54% |
$12.5K - $14K
|
4.77K
$2.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-26- 1.03% |
$12.5K - $14K
|
2.51K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-26- 1.24% |
$12.5K - $14K
|
2.08K
$922K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-26- 0.56% |
$12.5K - $14K
|
4.62K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-27- 2.0% |
$13K - $14.5K
|
1.32K
$586K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-27- 3.49% |
$13K - $14.5K
|
746
$331K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-27- 1.46% |
$13K - $14.5K
|
1.83K
$812K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-28- 2.48% |
$13.5K - $15.1K
|
1.1K
$488K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-28- 1.13% |
$13.5K - $15.1K
|
2.46K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-28- 3.33% |
$13.5K - $15.1K
|
813
$361K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-28- 2.87% |
$13.5K - $15.1K
|
946
$420K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-29- 2.41% |
$14K - $15.6K
|
1.18K
$522K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-29- 0.89% |
$14K - $15.6K
|
3.24K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-30- 5.66% |
$14.4K - $16.1K
|
500
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-30- 3.05% |
$14.4K - $16.1K
|
955
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-30- 1.75% |
$14.4K - $16.1K
|
1.69K
$750K
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-30- 1.82% |
$14.4K - $16.1K
|
1.62K
$720K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-30- 0.36% |
$14.4K - $16.1K
|
8.39K
$3.73M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-31- 1.72% |
$14.9K - $16.7K
|
1.78K
$788K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-31- 4.2% |
$14.9K - $16.7K
|
707
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-31- 0.32% |
$14.9K - $16.7K
|
9.71K
$4.31M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-31- 2.3% |
$14.9K - $16.7K
|
1.32K
$586K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-32- 1.78% |
$15.4K - $17.2K
|
1.77K
$784K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-32- 0.85% |
$15.4K - $17.2K
|
3.73K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-32- 0.93% |
$15.4K - $17.2K
|
3.39K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-32- 1.99% |
$15.4K - $17.2K
|
1.58K
$702K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-33- 4.18% |
$15.9K - $17.8K
|
756
$336K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-33- 3.54% |
$15.9K - $17.8K
|
899
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-33- 1.79% |
$15.9K - $17.8K
|
1.81K
$802K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-34- 1.33% |
$16.4K - $18.3K
|
2.52K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-34- 2.13% |
$16.4K - $18.3K
|
1.56K
$693K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-34- 5.54% |
$16.4K - $18.3K
|
580
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-34- 0.27% |
$16.4K - $18.3K
|
12.6K
$5.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-34- 2.54% |
$16.4K - $18.3K
|
1.3K
$579K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-34- 0.78% |
$16.4K - $18.3K
|
4.34K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-35- 1.62% |
$16.8K - $18.8K
|
2.12K
$942K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-35- 1.68% |
$16.8K - $18.8K
|
2.05K
$910K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-35- 0.47% |
$16.8K - $18.8K
|
7.45K
$3.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-35- 0.62% |
$16.8K - $18.8K
|
5.59K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-35- 2.93% |
$16.8K - $18.8K
|
1.16K
$514K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-35- 85.37% |
$16.8K - $18.8K
|
6
$2.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-35- 0.79% |
$16.8K - $18.8K
|
4.42K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-36- 0.34% |
$17.3K - $19.4K
|
10.5K
$4.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-37- 1.4% |
$17.8K - $19.9K
|
2.61K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-37- 1.42% |
$17.8K - $19.9K
|
2.56K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-37- 0.21% |
$17.8K - $19.9K
|
17.3K
$7.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-37- 0.08% |
$17.8K - $19.9K
|
47K
$20.9M
|