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 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
346+ 42.77% |
$167K - $186K
|
1.16K
$574K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
344+ 6.67% |
$166K - $185K
|
5.5K
$2.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
343+ 4.33% |
$165K - $185K
|
8.27K
$4.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
341+ 1.66% |
$164K - $184K
|
20.9K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
338+ 1.12% |
$163K - $182K
|
30.4K
$15.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
337+ 16850.0% |
$162K - $181K
|
339
$168K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
336New |
$162K - $181K
|
336
$167K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
335+ 4.84% |
$161K - $180K
|
7.25K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
335+ 3.31% |
$161K - $180K
|
10.5K
$5.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
333+ 1.83% |
$160K - $179K
|
18.5K
$9.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
330+ 8.08% |
$159K - $178K
|
4.42K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
329+ 4.7% |
$158K - $177K
|
7.33K
$3.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
329+ 7.25% |
$158K - $177K
|
4.87K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
328+ 5.26% |
$158K - $177K
|
6.56K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
327+ 10.54% |
$157K - $176K
|
3.43K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
325+ 9.67% |
$156K - $175K
|
3.69K
$1.83M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
324+ 1.9% |
$156K - $174K
|
17.4K
$8.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
324+ 3.47% |
$156K - $174K
|
9.67K
$4.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
324+ 21.18% |
$156K - $174K
|
1.85K
$922K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
321+ 0.65% |
$154K - $173K
|
49.8K
$24.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
320+ 8.83% |
$154K - $172K
|
3.94K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
319+ 5.89% |
$154K - $172K
|
5.73K
$2.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
318+ 2.32% |
$153K - $171K
|
14K
$6.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
318New |
$153K - $171K
|
318
$158K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
318+ 1.66% |
$153K - $171K
|
19.4K
$9.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
317+ 45.81% |
$153K - $171K
|
1.01K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
316New |
$152K - $170K
|
316
$157K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
315+ 3.83% |
$152K - $170K
|
8.54K
$4.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
314+ 11.78% |
$151K - $169K
|
2.98K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
312+ 2.19% |
$150K - $168K
|
14.6K
$7.24M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
312+ 6.48% |
$150K - $168K
|
5.13K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
311+ 4.67% |
$150K - $167K
|
6.97K
$3.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
309+ 8.04% |
$149K - $166K
|
4.15K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
308+ 25.6% |
$148K - $166K
|
1.51K
$751K
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
308+ 1.6% |
$148K - $166K
|
19.5K
$9.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
303+ 40.95% |
$146K - $163K
|
1.04K
$518K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
302+ 3.6% |
$145K - $163K
|
8.69K
$4.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
301+ 1.04% |
$145K - $162K
|
29.3K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
300+ 0.46% |
$144K - $161K
|
66.2K
$32.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
297+ 2.73% |
$143K - $160K
|
11.2K
$5.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
292+ 0.73% |
$141K - $157K
|
40.3K
$20.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
288+ 2.82% |
$139K - $155K
|
10.5K
$5.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
286+ 2.09% |
$138K - $154K
|
14K
$6.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
285New |
$137K - $153K
|
285
$142K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
284+ 61.08% |
$137K - $153K
|
749
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
281+ 9.38% |
$135K - $151K
|
3.28K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
280+ 14.48% |
$135K - $151K
|
2.21K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
280+ 93.33% |
$135K - $151K
|
580
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
279+ 1.96% |
$134K - $150K
|
14.5K
$7.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
277+ 20.76% |
$133K - $149K
|
1.61K
$801K
|