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
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
15KNew |
$7.2M - $8.06M
|
15K
$7.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
14.8K+ 24.27% |
$7.14M - $7.98M
|
75.9K
$39.8M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
14.5KNew |
$6.96M - $7.78M
|
14.5K
$7.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
14.4K+ 16.47% |
$6.94M - $7.76M
|
102K
$53.5M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
14.4K+ 9.43% |
$6.92M - $7.74M
|
167K
$87.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
14.2K+ 201.5% |
$6.83M - $7.64M
|
21.2K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
14.1K+ 3165.1% |
$6.81M - $7.61M
|
14.6K
$7.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
14.1K+ 76.94% |
$6.77M - $7.57M
|
32.4K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.1K+ 2.38% |
$6.77M - $7.57M
|
604K
$317M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
14K+ 32.27% |
$6.76M - $7.56M
|
57.6K
$30.2M
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
13.9KNew |
$6.67M - $7.46M
|
13.9K
$7.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
13.8K+ 0.75% |
$6.63M - $7.41M
|
1.84M
$966M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
13.7K+ 268.49% |
$6.59M - $7.36M
|
18.8K
$9.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
13.7K+ 8.08% |
$6.58M - $7.36M
|
183K
$95.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
13.6K+ 17.1% |
$6.54M - $7.32M
|
93.1K
$48.9M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
13.3KNew |
$6.4M - $7.16M
|
13.3K
$6.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
13.3K+ 20.61% |
$6.39M - $7.14M
|
77.7K
$40.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
13.2KNew |
$6.37M - $7.12M
|
13.2K
$6.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.2K+ 26.49% |
$6.36M - $7.11M
|
63.1K
$33.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
13.2KNew |
$6.35M - $7.1M
|
13.2K
$6.93M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.1K+ 2.9% |
$6.31M - $7.05M
|
464K
$244M
|
|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
13.1KNew |
$6.3M - $7.05M
|
13.1K
$6.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
13.1K+ 34.84% |
$6.3M - $7.05M
|
50.7K
$26.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
13K+ 260.98% |
$6.28M - $7.02M
|
18K
$9.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
13KNew |
$6.28M - $7.02M
|
13K
$6.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
13KNew |
$6.27M - $7.01M
|
13K
$6.84M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
13K+ 163.79% |
$6.26M - $7M
|
20.9K
$11M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
12.7KNew |
$6.1M - $6.82M
|
12.7K
$6.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
12.6K+ 49.81% |
$6.08M - $6.8M
|
38K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.6K+ 4.01% |
$6.08M - $6.8M
|
327K
$172M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.6K+ 90.59% |
$6.05M - $6.76M
|
26.4K
$13.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
12.5KNew |
$6.02M - $6.73M
|
12.5K
$6.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
12.4KNew |
$5.95M - $6.65M
|
12.4K
$6.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.4KNew |
$5.95M - $6.65M
|
12.4K
$6.48M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.2K+ 18.51% |
$5.89M - $6.59M
|
78.4K
$41.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
12.2KNew |
$5.88M - $6.58M
|
12.2K
$6.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
12.1KNew |
$5.83M - $6.52M
|
12.1K
$6.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
12KNew |
$5.79M - $6.48M
|
12K
$6.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
12K+ 13.02% |
$5.78M - $6.47M
|
104K
$54.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12K+ 206.93% |
$5.76M - $6.44M
|
17.8K
$9.32M
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
11.9KNew |
$5.72M - $6.4M
|
11.9K
$6.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
11.7KNew |
$5.63M - $6.3M
|
11.7K
$6.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
11.7K+ 9.02% |
$5.63M - $6.29M
|
141K
$74.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
11.6K+ 8.53% |
$5.6M - $6.26M
|
148K
$77.7M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
11.6KNew |
$5.59M - $6.25M
|
11.6K
$6.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
11.5K+ 2573.88% |
$5.55M - $6.21M
|
12K
$6.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.5K+ 17.14% |
$5.54M - $6.19M
|
78.6K
$41.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
11.4K+ 17.78% |
$5.5M - $6.15M
|
75.8K
$39.8M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
11.4K+ 105.88% |
$5.47M - $6.11M
|
22.1K
$11.6M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
11.2KNew |
$5.41M - $6.05M
|
11.2K
$5.9M
|