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 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
71+ 1.96% |
$34.2K - $38.2K
|
3.7K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
70+ 8.48% |
$33.7K - $37.7K
|
895
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
70New |
$33.7K - $37.7K
|
70
$34.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
69+ 2.96% |
$33.2K - $37.1K
|
2.4K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
69+ 3.36% |
$33.2K - $37.1K
|
2.13K
$1.06M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
69+ 4.03% |
$33.2K - $37.1K
|
1.78K
$886K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
68+ 0.26% |
$32.7K - $36.6K
|
26K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
68New |
$32.7K - $36.6K
|
68
$33.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
67+ 5.94% |
$32.2K - $36.1K
|
1.2K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
67+ 3.94% |
$32.2K - $36.1K
|
1.77K
$878K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
66+ 1.16% |
$31.8K - $35.5K
|
5.74K
$2.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
66+ 0.68% |
$31.8K - $35.5K
|
9.82K
$4.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
65+ 1.0% |
$31.3K - $35K
|
6.56K
$3.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
65+ 1.87% |
$31.3K - $35K
|
3.54K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
65+ 1.92% |
$31.3K - $35K
|
3.46K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
64+ 1.09% |
$30.8K - $34.4K
|
5.96K
$2.96M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
63+ 1.37% |
$30.3K - $33.9K
|
4.66K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
63+ 9.04% |
$30.3K - $33.9K
|
760
$378K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
63+ 0.46% |
$30.3K - $33.9K
|
13.7K
$6.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
63+ 0.29% |
$30.3K - $33.9K
|
21.6K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
62+ 1.62% |
$29.8K - $33.4K
|
3.89K
$1.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
62+ 3.52% |
$29.8K - $33.4K
|
1.82K
$906K
|
|
|
Jan 14, 2025
Q4 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
61+ 4.55% |
$29.4K - $32.8K
|
1.4K
$696K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
59+ 2.26% |
$28.4K - $31.8K
|
2.67K
$1.32M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
59+ 1.16% |
$28.4K - $31.8K
|
5.12K
$2.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
58+ 2.23% |
$27.9K - $31.2K
|
2.66K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
58+ 3.19% |
$27.9K - $31.2K
|
1.88K
$933K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
58+ 4.71% |
$27.9K - $31.2K
|
1.29K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
58+ 0.49% |
$27.9K - $31.2K
|
11.8K
$5.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
57+ 2.15% |
$27.4K - $30.7K
|
2.71K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 1.79% |
$27.4K - $30.7K
|
3.23K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
56+ 6.24% |
$26.9K - $30.1K
|
953
$474K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
56+ 11.76% |
$26.9K - $30.1K
|
532
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
55+ 2.49% |
$26.5K - $29.6K
|
2.26K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
55+ 0.85% |
$26.5K - $29.6K
|
6.53K
$3.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
54+ 0.83% |
$26K - $29.1K
|
6.59K
$3.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
54+ 1.35% |
$26K - $29.1K
|
4.07K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
54+ 0.63% |
$26K - $29.1K
|
8.57K
$4.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
53+ 5.0% |
$25.5K - $28.5K
|
1.11K
$554K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
53+ 1.66% |
$25.5K - $28.5K
|
3.25K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
53+ 1.47% |
$25.5K - $28.5K
|
3.66K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
53+ 1.06% |
$25.5K - $28.5K
|
5.07K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
52+ 0.52% |
$25K - $28K
|
10.1K
$5.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
52+ 1.32% |
$25K - $28K
|
4K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
51+ 1.34% |
$24.5K - $27.4K
|
3.84K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50+ 1.79% |
$24.1K - $26.9K
|
2.85K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
50+ 4.16% |
$24.1K - $26.9K
|
1.25K
$622K
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
50+ 0.24% |
$24.1K - $26.9K
|
20.6K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
50+ 1.67% |
$24.1K - $26.9K
|
3.05K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
50+ 2.79% |
$24.1K - $26.9K
|
1.84K
$916K
|