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 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-216- 1.58% |
$104K - $116K
|
13.4K
$8.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-217- 0.4% |
$104K - $117K
|
53.5K
$33.1M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-217- 9.9% |
$104K - $117K
|
1.97K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-218- 19.95% |
$105K - $117K
|
875
$542K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-218- 3.13% |
$105K - $117K
|
6.74K
$4.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-220- 2.4% |
$106K - $118K
|
8.96K
$5.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-222- 1.14% |
$107K - $119K
|
19.3K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-222- 5.05% |
$107K - $119K
|
4.18K
$2.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-226- 0.59% |
$109K - $122K
|
38K
$23.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-226- 0.72% |
$109K - $122K
|
31.2K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-226- 16.98% |
$109K - $122K
|
1.11K
$684K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-227- 2.19% |
$109K - $122K
|
10.1K
$6.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-228- 11.63% |
$110K - $123K
|
1.73K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-229- 34.64% |
$110K - $123K
|
432
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-231- 2.33% |
$111K - $124K
|
9.7K
$6.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-231- 3.76% |
$111K - $124K
|
5.91K
$3.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-233- 0.77% |
$112K - $125K
|
30K
$18.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-235- 22.38% |
$113K - $126K
|
815
$505K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-236- 1.71% |
$114K - $127K
|
13.6K
$8.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-238- 22.24% |
$115K - $128K
|
832
$515K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-240- 5.28% |
$115K - $129K
|
4.31K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-240- 4.94% |
$115K - $129K
|
4.62K
$2.86M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-242- 13.26% |
$116K - $130K
|
1.58K
$980K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-242- 2.85% |
$116K - $130K
|
8.25K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-247- 1.66% |
$119K - $133K
|
14.6K
$9.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-250- 11.82% |
$120K - $135K
|
1.87K
$1.15M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-250- 0.63% |
$120K - $135K
|
39.3K
$24.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-251- 1.04% |
$121K - $135K
|
24K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-254- 0.9% |
$122K - $137K
|
27.9K
$17.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-259- 0.61% |
$125K - $139K
|
42.3K
$26.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-265- 1.1% |
$128K - $143K
|
23.8K
$14.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-266- 0.87% |
$128K - $143K
|
30.3K
$18.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-269- 0.7% |
$129K - $145K
|
38.1K
$23.6M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-269- 4.36% |
$129K - $145K
|
5.9K
$3.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-273- 28.35% |
$131K - $147K
|
690
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-274- 13.07% |
$132K - $147K
|
1.82K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-275- 22.92% |
$132K - $148K
|
925
$573K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-278- 2.36% |
$134K - $150K
|
11.5K
$7.12M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-278- 20.55% |
$134K - $150K
|
1.08K
$666K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-279- 0.38% |
$134K - $150K
|
72.2K
$44.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-279- 3.33% |
$134K - $150K
|
8.1K
$5.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-280- 17.51% |
$135K - $151K
|
1.32K
$817K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-285- 34.01% |
$137K - $153K
|
553
$342K
|
|
|
Sep 09, 2025
Q4 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-294- 8.8% |
$141K - $158K
|
3.05K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-295- 9.7% |
$142K - $159K
|
2.75K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-295- 32.45% |
$142K - $159K
|
614
$380K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-296- 1.8% |
$142K - $159K
|
16.2K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-297- 1.7% |
$143K - $160K
|
17.1K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-298- 6.86% |
$143K - $160K
|
4.05K
$2.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-299- 4.42% |
$144K - $161K
|
6.47K
$4.01M
|