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 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
7.37KNew |
$3.55M - $3.97M
|
7.37K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.34K+ 17.33% |
$3.53M - $3.95M
|
49.7K
$22.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
7.33K+ 42.79% |
$3.53M - $3.94M
|
24.4K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
7.23K+ 8.62% |
$3.48M - $3.89M
|
91.1K
$41.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
7.18KNew |
$3.45M - $3.86M
|
7.18K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
7.14K+ 28.67% |
$3.44M - $3.84M
|
32.1K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
7.1KNew |
$3.42M - $3.82M
|
7.1K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
7.07KNew |
$3.4M - $3.81M
|
7.07K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
6.93KNew |
$3.34M - $3.73M
|
6.93K
$3.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
6.86K+ 137.45% |
$3.3M - $3.69M
|
11.9K
$5.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
6.85K+ 66.02% |
$3.29M - $3.68M
|
17.2K
$7.88M
|
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
6.74KNew |
$3.24M - $3.63M
|
6.74K
$3.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
6.7KNew |
$3.23M - $3.61M
|
6.7K
$3.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.69K+ 0.64% |
$3.22M - $3.6M
|
1.06M
$484M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6.59K+ 111.16% |
$3.17M - $3.54M
|
12.5K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
6.58KNew |
$3.17M - $3.54M
|
6.58K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
6.53K+ 22.26% |
$3.14M - $3.52M
|
35.9K
$16.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
6.52K+ 2.89% |
$3.14M - $3.51M
|
232K
$106M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
6.52K+ 16.8% |
$3.14M - $3.51M
|
45.3K
$20.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
6.43KNew |
$3.1M - $3.46M
|
6.43K
$2.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6.39K+ 2.4% |
$3.07M - $3.44M
|
273K
$125M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
6.3K+ 2.1% |
$3.03M - $3.39M
|
307K
$140M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
6.22KNew |
$2.99M - $3.35M
|
6.22K
$2.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.19KNew |
$2.98M - $3.33M
|
6.19K
$2.83M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.16K+ 3.95% |
$2.97M - $3.32M
|
162K
$74.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6.12K+ 3803.73% |
$2.95M - $3.3M
|
6.29K
$2.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.08K+ 19.5% |
$2.93M - $3.27M
|
37.3K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6.08K+ 195.43% |
$2.92M - $3.27M
|
9.19K
$4.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6.02K+ 51.4% |
$2.9M - $3.24M
|
17.7K
$8.12M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
6K+ 137.77% |
$2.89M - $3.23M
|
10.4K
$4.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.93K+ 9.33% |
$2.85M - $3.19M
|
69.5K
$31.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5.92K+ 20.45% |
$2.85M - $3.19M
|
34.9K
$16M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
5.91KNew |
$2.84M - $3.18M
|
5.91K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
5.9KNew |
$2.84M - $3.17M
|
5.9K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5.89K+ 2.74% |
$2.83M - $3.17M
|
221K
$101M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.88K+ 0.65% |
$2.83M - $3.17M
|
907K
$415M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
5.86K+ 558.48% |
$2.82M - $3.16M
|
6.91K
$3.16M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
5.83KNew |
$2.81M - $3.14M
|
5.83K
$2.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
5.83KNew |
$2.8M - $3.14M
|
5.83K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
5.8KNew |
$2.79M - $3.12M
|
5.8K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
5.8KNew |
$2.79M - $3.12M
|
5.8K
$2.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
5.76KNew |
$2.77M - $3.1M
|
5.76K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
5.75KNew |
$2.77M - $3.1M
|
5.75K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
5.75KNew |
$2.77M - $3.1M
|
5.75K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.68KNew |
$2.73M - $3.06M
|
5.68K
$2.6M
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
5.65KNew |
$2.72M - $3.04M
|
5.65K
$2.58M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5.62K+ 71.03% |
$2.71M - $3.03M
|
13.5K
$6.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.6K+ 17.27% |
$2.69M - $3.01M
|
38K
$17.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.59K+ 3.59% |
$2.69M - $3.01M
|
161K
$73.9M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
5.46K+ 94.67% |
$2.63M - $2.94M
|
11.2K
$5.13M
|