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 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-83- 2.51% |
$39.9K - $44.7K
|
3.22K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-84- 14.69% |
$40.4K - $45.2K
|
488
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-84- 1.43% |
$40.4K - $45.2K
|
5.81K
$3.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-86- 1.68% |
$41.4K - $46.3K
|
5.02K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-86- 0.67% |
$41.4K - $46.3K
|
12.8K
$6.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-86- 29.05% |
$41.4K - $46.3K
|
210
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-87- 3.71% |
$41.9K - $46.8K
|
2.26K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-88- 3.14% |
$42.3K - $47.4K
|
2.71K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-89- 17.15% |
$42.8K - $47.9K
|
430
$226K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-90- 1.78% |
$43.3K - $48.4K
|
4.96K
$2.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-90- 16.36% |
$43.3K - $48.4K
|
460
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-90- 1.05% |
$43.3K - $48.4K
|
8.45K
$4.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-91- 0.22% |
$43.8K - $49K
|
41.3K
$21.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-92- 4.27% |
$44.3K - $49.5K
|
2.06K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-92- 3.25% |
$44.3K - $49.5K
|
2.74K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-92- 7.79% |
$44.3K - $49.5K
|
1.09K
$571K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-92- 5.11% |
$44.3K - $49.5K
|
1.71K
$897K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-92- 8.07% |
$44.3K - $49.5K
|
1.05K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
SELL
|
- |
-92- 8.06% |
$44.3K - $49.5K
|
1.05K
$551K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-93- 1.32% |
$44.8K - $50K
|
6.96K
$3.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Gouws Capital LLC
|
SELL
|
- |
-93- 0.28% |
$44.8K - $50K
|
33.5K
$17.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-93- 1.31% |
$44.8K - $50K
|
7.01K
$3.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-94- 0.26% |
$45.2K - $50.6K
|
35.8K
$18.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-94- 3.86% |
$45.2K - $50.6K
|
2.34K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-94- 8.0% |
$45.2K - $50.6K
|
1.08K
$567K
|
|
|
Feb 13, 2025
Q4 2024
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-94- 3.91% |
$45.2K - $50.6K
|
2.31K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-95- 4.34% |
$45.7K - $51.1K
|
2.09K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-97- 5.05% |
$46.7K - $52.2K
|
1.82K
$956K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-98- 2.48% |
$47.2K - $52.7K
|
3.85K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-98- 10.99% |
$47.2K - $52.7K
|
794
$417K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-99- 19.08% |
$47.6K - $53.3K
|
420
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-99- 18.3% |
$47.6K - $53.3K
|
442
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-100- 3.52% |
$48.1K - $53.8K
|
2.74K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-100- 36.63% |
$48.1K - $53.8K
|
173
$90.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 3.92% |
$48.1K - $53.8K
|
2.45K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-101- 5.07% |
$48.6K - $54.4K
|
1.89K
$992K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-101- 5.48% |
$48.6K - $54.4K
|
1.74K
$914K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-103- 2.23% |
$49.6K - $55.4K
|
4.52K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-104- 0.19% |
$50K - $56K
|
54.4K
$28.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-104- 1.9% |
$50K - $56K
|
5.36K
$2.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-104- 2.65% |
$50K - $56K
|
3.82K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-105- 13.14% |
$50.5K - $56.5K
|
694
$364K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-106- 9.81% |
$51K - $57K
|
975
$512K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-107- 5.31% |
$51.5K - $57.6K
|
1.91K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-108- 5.94% |
$52K - $58.1K
|
1.71K
$897K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-109- 1.83% |
$52.5K - $58.7K
|
5.86K
$3.07M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-110- 3.87% |
$52.9K - $59.2K
|
2.73K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-111- 21.26% |
$53.4K - $59.7K
|
411
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-112- 17.64% |
$53.9K - $60.3K
|
523
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-112- 0.85% |
$53.9K - $60.3K
|
13K
$6.84M
|