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 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
3.28KNew |
$1.58M - $1.76M
|
3.28K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 8.91% |
$1.56M - $1.75M
|
39.7K
$20.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.25K+ 52.15% |
$1.56M - $1.75M
|
9.47K
$4.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3.24KNew |
$1.56M - $1.75M
|
3.24K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.21K+ 9.9% |
$1.54M - $1.73M
|
35.6K
$18.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.21K+ 12.01% |
$1.54M - $1.73M
|
29.9K
$15.2M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
3.18KNew |
$1.53M - $1.71M
|
3.18K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.17K+ 49.66% |
$1.52M - $1.7M
|
9.54K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.15K+ 119.78% |
$1.52M - $1.69M
|
5.78K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.15KNew |
$1.51M - $1.69M
|
3.15K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
3.14KNew |
$1.51M - $1.69M
|
3.14K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.14K+ 31.38% |
$1.51M - $1.69M
|
13.2K
$6.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.13KNew |
$1.5M - $1.68M
|
3.13K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.12K+ 163.87% |
$1.5M - $1.68M
|
5.02K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.11K+ 106.29% |
$1.5M - $1.67M
|
6.04K
$3.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
3.1K+ 609.84% |
$1.49M - $1.67M
|
3.61K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3.09KNew |
$1.49M - $1.66M
|
3.09K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.06K+ 507.81% |
$1.47M - $1.65M
|
3.66K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.03KNew |
$1.46M - $1.63M
|
3.03K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
3.03K+ 4.21% |
$1.46M - $1.63M
|
75K
$38.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
3KNew |
$1.44M - $1.61M
|
3K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.99K+ 74.82% |
$1.44M - $1.61M
|
6.98K
$3.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.95K+ 16.02% |
$1.42M - $1.59M
|
21.4K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.95K+ 15.37% |
$1.42M - $1.59M
|
22.1K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
2.91KNew |
$1.4M - $1.56M
|
2.91K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.89KNew |
$1.39M - $1.55M
|
2.89K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.88K+ 15.39% |
$1.38M - $1.55M
|
21.6K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.85K+ 9.32% |
$1.37M - $1.53M
|
33.4K
$17M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.85K+ 13.7% |
$1.37M - $1.53M
|
23.6K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.84K+ 9.01% |
$1.37M - $1.53M
|
34.4K
$17.5M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.83K+ 15.72% |
$1.36M - $1.52M
|
20.8K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.82KNew |
$1.36M - $1.52M
|
2.82K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
2.82KNew |
$1.36M - $1.52M
|
2.82K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.78K+ 5.88% |
$1.34M - $1.5M
|
50.1K
$25.4M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.78K+ 56.23% |
$1.34M - $1.49M
|
7.72K
$3.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.76K+ 5.34% |
$1.33M - $1.49M
|
54.5K
$27.7M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.71K+ 2.44% |
$1.31M - $1.46M
|
114K
$57.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
2.71KNew |
$1.3M - $1.46M
|
2.71K
$1.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.66K+ 317.16% |
$1.28M - $1.43M
|
3.5K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.66K+ 20.23% |
$1.28M - $1.43M
|
15.8K
$8.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
2.65KNew |
$1.28M - $1.43M
|
2.65K
$1.35M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.64KNew |
$1.27M - $1.42M
|
2.64K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.64K+ 8.23% |
$1.27M - $1.42M
|
34.6K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.63KNew |
$1.27M - $1.42M
|
2.63K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.62K+ 5.02% |
$1.26M - $1.41M
|
54.9K
$27.9M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.62KNew |
$1.26M - $1.41M
|
2.62K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.61KNew |
$1.26M - $1.4M
|
2.61K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.6K+ 1.8% |
$1.25M - $1.4M
|
147K
$74.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.59K+ 6.35% |
$1.25M - $1.39M
|
43.4K
$22.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
2.58KNew |
$1.24M - $1.39M
|
2.58K
$1.31M
|