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 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
152+ 3.82% |
$73.1K - $81.8K
|
4.14K
$2.06M
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
151+ 1.36% |
$72.7K - $81.3K
|
11.2K
$5.58M
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
150+ 1.37% |
$72.2K - $80.7K
|
11.1K
$5.52M
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
150+ 4.96% |
$72.2K - $80.7K
|
3.18K
$1.58M
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
150+ 13.31% |
$72.2K - $80.7K
|
1.28K
$635K
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
150+ 15.99% |
$72.2K - $80.7K
|
1.09K
$541K
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
149+ 7.41% |
$71.7K - $80.2K
|
2.16K
$1.07M
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
149+ 2.86% |
$71.7K - $80.2K
|
5.36K
$2.66M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
148+ 2.05% |
$71.2K - $79.6K
|
7.36K
$3.66M
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
147+ 9.27% |
$70.7K - $79.1K
|
1.73K
$861K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
146+ 9.83% |
$70.3K - $78.6K
|
1.63K
$811K
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
146+ 2.42% |
$70.3K - $78.6K
|
6.19K
$3.07M
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
146+ 3.52% |
$70.3K - $78.6K
|
4.29K
$2.13M
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
145+ 6.95% |
$69.8K - $78K
|
2.23K
$1.11M
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
144New |
$69.3K - $77.5K
|
144
$71.6K
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
143+ 5.74% |
$68.8K - $77K
|
2.63K
$1.31M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
143+ 15.92% |
$68.8K - $77K
|
1.04K
$517K
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
142+ 4.54% |
$68.3K - $76.4K
|
3.27K
$1.63M
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
141+ 216.92% |
$67.9K - $75.9K
|
206
$102K
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
140+ 12.77% |
$67.4K - $75.3K
|
1.24K
$614K
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
140+ 30.37% |
$67.4K - $75.3K
|
601
$299K
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
140+ 11.37% |
$67.4K - $75.3K
|
1.37K
$681K
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
140+ 222.22% |
$67.4K - $75.3K
|
203
$101K
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
138+ 8.9% |
$66.4K - $74.3K
|
1.69K
$839K
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
138+ 2.49% |
$66.4K - $74.3K
|
5.68K
$2.82M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
137+ 2.37% |
$65.9K - $73.7K
|
5.91K
$2.94M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
137+ 18.19% |
$65.9K - $73.7K
|
890
$442K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
137+ 1.97% |
$65.9K - $73.7K
|
7.11K
$3.53M
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
137+ 9.35% |
$65.9K - $73.7K
|
1.6K
$796K
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
136+ 12.96% |
$65.4K - $73.2K
|
1.19K
$589K
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
136+ 0.69% |
$65.4K - $73.2K
|
20K
$9.92M
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
135New |
$65K - $72.7K
|
135
$67.1K
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
135+ 7.11% |
$65K - $72.7K
|
2.04K
$1.01M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
133+ 0.43% |
$64K - $71.6K
|
30.9K
$15.4M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
132+ 1.39% |
$63.5K - $71K
|
9.64K
$4.79M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
131+ 1.16% |
$63K - $70.5K
|
11.4K
$5.69M
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
131New |
$63K - $70.5K
|
131
$65.1K
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
130+ 4.36% |
$62.6K - $70K
|
3.12K
$1.55M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
130+ 2.7% |
$62.6K - $70K
|
4.94K
$2.46M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
130+ 0.95% |
$62.6K - $70K
|
13.8K
$6.84M
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
129+ 4.92% |
$62.1K - $69.4K
|
2.75K
$1.37M
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
129+ 2.49% |
$62.1K - $69.4K
|
5.31K
$2.64M
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
128+ 28.51% |
$61.6K - $68.9K
|
577
$287K
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
126+ 26.3% |
$60.6K - $67.8K
|
605
$301K
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
125+ 0.73% |
$60.2K - $67.3K
|
17.3K
$8.62M
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
125+ 2.26% |
$60.2K - $67.3K
|
5.65K
$2.81M
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
124+ 1.44% |
$59.7K - $66.7K
|
8.76K
$4.35M
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
123+ 13.47% |
$59.2K - $66.2K
|
1.04K
$515K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
123+ 0.52% |
$59.2K - $66.2K
|
23.9K
$11.9M
|
|
Feb 14, 2025
Q4 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
123+ 3.61% |
$59.2K - $66.2K
|
3.53K
$1.75M
|