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 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
187+ 17.49% |
$90K - $101K
|
1.26K
$624K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
187New |
$90K - $101K
|
187
$92.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
186+ 3.3% |
$89.5K - $100K
|
5.82K
$2.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
186+ 1.38% |
$89.5K - $100K
|
13.7K
$6.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
185+ 5.13% |
$89K - $99.6K
|
3.79K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
185+ 0.31% |
$89K - $99.6K
|
60.7K
$30.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
185+ 14.44% |
$89K - $99.6K
|
1.47K
$729K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
184+ 14.77% |
$88.5K - $99K
|
1.43K
$711K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
183+ 1.12% |
$88.1K - $98.5K
|
16.5K
$8.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
183+ 1.35% |
$88.1K - $98.5K
|
13.7K
$6.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
183+ 10.91% |
$88.1K - $98.5K
|
1.86K
$925K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
181+ 5.24% |
$87.1K - $97.4K
|
3.64K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
181+ 1.44% |
$87.1K - $97.4K
|
12.7K
$6.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
180+ 11.01% |
$86.6K - $96.9K
|
1.82K
$902K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
180+ 3.87% |
$86.6K - $96.9K
|
4.84K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
179+ 3.2% |
$86.1K - $96.3K
|
5.77K
$2.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
178+ 2.05% |
$85.7K - $95.8K
|
8.84K
$4.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
178+ 5.22% |
$85.7K - $95.8K
|
3.59K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
178+ 12.32% |
$85.7K - $95.8K
|
1.62K
$807K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
178New |
$85.7K - $95.8K
|
178
$88.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
177+ 17.66% |
$85.2K - $95.3K
|
1.18K
$586K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
176+ 3.46% |
$84.7K - $94.7K
|
5.26K
$2.61M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
176+ 52.54% |
$84.7K - $94.7K
|
511
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
175+ 16.89% |
$84.2K - $94.2K
|
1.21K
$602K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
175+ 1.29% |
$84.2K - $94.2K
|
13.7K
$6.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
175+ 22.52% |
$84.2K - $94.2K
|
952
$473K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
174+ 0.81% |
$83.7K - $93.6K
|
21.6K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
172+ 7.89% |
$82.8K - $92.6K
|
2.35K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
170+ 20.33% |
$81.8K - $91.5K
|
1.01K
$500K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
167+ 27.93% |
$80.4K - $89.9K
|
765
$380K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
167+ 2.07% |
$80.4K - $89.9K
|
8.24K
$4.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
167+ 4.03% |
$80.4K - $89.9K
|
4.31K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
167New |
$80.4K - $89.9K
|
167
$83K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
166+ 1.76% |
$79.9K - $89.3K
|
9.58K
$4.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
164+ 2.22% |
$78.9K - $88.3K
|
7.57K
$3.76M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
164+ 16.17% |
$78.9K - $88.3K
|
1.18K
$586K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
162+ 2.39% |
$78K - $87.2K
|
6.94K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
161+ 0.23% |
$77.5K - $86.6K
|
69.4K
$34.5M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
160New |
$77K - $86.1K
|
160
$79.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
160New |
$77K - $86.1K
|
160
$79.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
159+ 24.84% |
$76.5K - $85.6K
|
799
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
158+ 3.07% |
$76K - $85K
|
5.31K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
158+ 9.81% |
$76K - $85K
|
1.77K
$879K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
157+ 14.56% |
$75.6K - $84.5K
|
1.24K
$614K
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
154+ 1.04% |
$74.1K - $82.9K
|
14.9K
$7.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
154+ 0.33% |
$74.1K - $82.9K
|
46.4K
$23M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
154+ 1.79% |
$74.1K - $82.9K
|
8.75K
$4.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
153+ 46.08% |
$73.6K - $82.3K
|
485
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
152+ 13.87% |
$73.1K - $81.8K
|
1.25K
$620K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
152+ 33.55% |
$73.1K - $81.8K
|
605
$301K
|