Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (QQQJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQJ) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.33MNew |
$39.1M - $43.3M
|
1.33M
$38.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
173KNew |
$5.11M - $5.66M
|
173K
$5.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
85.9KNew |
$2.53M - $2.8M
|
85.9K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
78.9K+ 788.01% |
$2.32M - $2.58M
|
88.9K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
75.6K+ 553.52% |
$2.23M - $2.47M
|
89.3K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
65.2KNew |
$1.92M - $2.13M
|
65.2K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.4K+ 99.9% |
$718K - $796K
|
48.8K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.1K+ 10.5% |
$711K - $788K
|
254K
$7.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
16.5K+ 43.89% |
$487K - $540K
|
54.2K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
15.2KNew |
$447K - $496K
|
15.2K
$443K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
14.5K+ 92.86% |
$426K - $472K
|
30K
$876K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.7K+ 35.19% |
$402K - $446K
|
52.5K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.2K+ 3.43% |
$358K - $397K
|
367K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12K+ 111.83% |
$354K - $392K
|
22.7K
$663K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11.9K+ 7.55% |
$351K - $389K
|
170K
$4.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
10.7KNew |
$315K - $348K
|
10.7K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.5KNew |
$310K - $344K
|
10.5K
$307K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.34K+ 11.71% |
$275K - $305K
|
89.1K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.99K+ 9.79% |
$206K - $228K
|
78.4K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.72KNew |
$198K - $219K
|
6.72K
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
6.66KNew |
$196K - $217K
|
6.66K
$194K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.07K+ 19.77% |
$179K - $198K
|
36.8K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.48KNew |
$161K - $179K
|
5.48K
$160K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.45K+ 2.66% |
$101K - $112K
|
133K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3.01KNew |
$88.5K - $98.1K
|
3.01K
$87.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.98KNew |
$87.7K - $97.2K
|
2.98K
$86.8K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.81KNew |
$82.6K - $91.6K
|
2.81K
$81.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.55K+ 2.0% |
$75.2K - $83.3K
|
130K
$3.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.73K+ 6.39% |
$50.9K - $56.4K
|
28.8K
$839K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.44K+ 9.92% |
$42.5K - $47K
|
16K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 221.4% |
$38.1K - $42.2K
|
1.88K
$54.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.28K+ 10.13% |
$37.8K - $41.9K
|
13.9K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.14K+ 0.5% |
$33.6K - $37.2K
|
228K
$6.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
978New |
$28.8K - $31.9K
|
978
$28.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
795+ 11.13% |
$23.4K - $25.9K
|
7.94K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
670New |
$19.7K - $21.9K
|
670
$19.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
579New |
$17.1K - $18.9K
|
579
$16.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
500New |
$14.7K - $16.3K
|
500
$14.6K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
366New |
$10.8K - $11.9K
|
366
$10.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
342+ 2.92% |
$10.1K - $11.2K
|
12K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
285+ 2.13% |
$8.4K - $9.3K
|
13.6K
$398K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
220+ 0.7% |
$6.48K - $7.18K
|
31.7K
$925K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
205New |
$6.04K - $6.69K
|
205
$5.98K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
149New |
$4.39K - $4.86K
|
149
$4.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
140New |
$4.12K - $4.57K
|
140
$4.08K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
120+ 6.12% |
$3.54K - $3.92K
|
2.08K
$60.7K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
102New |
$3K - $3.33K
|
102
$2.98K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
96New |
$2.83K - $3.13K
|
96
$2.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
92+ 0.41% |
$2.71K - $3K
|
22.6K
$659K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
52New |
$1.53K - $1.7K
|
52
$1.52K
|