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 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.12K+ 8.6% |
$541K - $605K
|
14.2K
$7.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.12K+ 0.95% |
$541K - $605K
|
119K
$62.3M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
1.11K+ 4.34% |
$536K - $600K
|
26.8K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.11K+ 53.08% |
$535K - $598K
|
3.21K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.1KNew |
$531K - $594K
|
1.1K
$576K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.06K+ 2.88% |
$512K - $572K
|
38K
$19.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.06K+ 2.66% |
$511K - $572K
|
41K
$21.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.06KNew |
$508K - $568K
|
1.06K
$552K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.06K+ 14.47% |
$508K - $568K
|
8.34K
$4.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.05K+ 7.78% |
$507K - $567K
|
14.6K
$7.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
1.05KNew |
$505K - $565K
|
1.05K
$548K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.05KNew |
$505K - $565K
|
1.05K
$548K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.05K+ 11.06% |
$503K - $563K
|
10.5K
$5.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.03K+ 21.29% |
$495K - $554K
|
5.86K
$3.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.03K+ 35.12% |
$495K - $553K
|
3.96K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 1.52% |
$495K - $553K
|
68.8K
$35.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.02KNew |
$492K - $551K
|
1.02K
$534K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.02K+ 2.27% |
$491K - $549K
|
46K
$24M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.02K+ 8.63% |
$491K - $549K
|
12.8K
$6.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.01K+ 4040.0% |
$486K - $544K
|
1.04K
$541K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.01K+ 40.44% |
$485K - $542K
|
3.5K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
1KNew |
$483K - $540K
|
1K
$524K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1K+ 104.38% |
$482K - $539K
|
1.96K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
997+ 3.91% |
$480K - $537K
|
26.5K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
994+ 1.68% |
$478K - $535K
|
60.3K
$31.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
973+ 5.61% |
$468K - $524K
|
18.3K
$9.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
963+ 0.84% |
$463K - $518K
|
116K
$60.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
958+ 3.42% |
$461K - $516K
|
28.9K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
950+ 1.84% |
$457K - $511K
|
52.6K
$27.4M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
946+ 105.58% |
$455K - $509K
|
1.84K
$962K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
940+ 37.18% |
$452K - $506K
|
3.47K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
925+ 3.55% |
$445K - $498K
|
27K
$14.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
923+ 1.87% |
$444K - $497K
|
50.2K
$26.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
920+ 2.15% |
$443K - $495K
|
43.6K
$22.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
910+ 16.62% |
$438K - $490K
|
6.38K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
907New |
$436K - $488K
|
907
$474K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
896+ 36.29% |
$431K - $482K
|
3.37K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
892+ 1.83% |
$429K - $480K
|
49.5K
$25.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
885New |
$426K - $476K
|
885
$462K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
878+ 1.65% |
$423K - $473K
|
54.1K
$28.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
875+ 3.23% |
$421K - $471K
|
28K
$14.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
874+ 6.01% |
$421K - $470K
|
15.4K
$8.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
870New |
$419K - $468K
|
870
$454K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
869+ 5.12% |
$418K - $468K
|
17.9K
$9.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
862+ 4.08% |
$415K - $464K
|
22K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
842+ 2.19% |
$405K - $453K
|
39.3K
$20.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
833+ 49.35% |
$401K - $448K
|
2.52K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
829+ 66.64% |
$399K - $446K
|
2.07K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
823New |
$396K - $443K
|
823
$430K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
822+ 9.65% |
$396K - $442K
|
9.34K
$4.88M
|