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 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36+ 1.08% |
$17.3K - $19.4K
|
3.38K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
36+ 11.46% |
$17.3K - $19.4K
|
350
$174K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
36+ 276.92% |
$17.3K - $19.4K
|
49
$24.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
36+ 2.57% |
$17.3K - $19.4K
|
1.44K
$714K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
36+ 0.96% |
$17.3K - $19.4K
|
3.79K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
35+ 1.65% |
$16.8K - $18.8K
|
2.16K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
35+ 7.04% |
$16.8K - $18.8K
|
532
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
35+ 4.38% |
$16.8K - $18.8K
|
835
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
35+ 0.3% |
$16.8K - $18.8K
|
11.9K
$5.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
34+ 1.61% |
$16.4K - $18.3K
|
2.14K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
34+ 3.44% |
$16.4K - $18.3K
|
1.02K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
33+ 3.12% |
$15.9K - $17.8K
|
1.09K
$543K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
32+ 2.37% |
$15.4K - $17.2K
|
1.38K
$686K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
32+ 0.12% |
$15.4K - $17.2K
|
26.6K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
32+ 0.26% |
$15.4K - $17.2K
|
12.2K
$6.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
32+ 5.26% |
$15.4K - $17.2K
|
640
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
32+ 1.07% |
$15.4K - $17.2K
|
3.03K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
32+ 0.95% |
$15.4K - $17.2K
|
3.41K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
31+ 2.33% |
$14.9K - $16.7K
|
1.36K
$677K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
31+ 1.69% |
$14.9K - $16.7K
|
1.86K
$927K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
30+ 2.82% |
$14.4K - $16.1K
|
1.09K
$543K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 0.53% |
$14.4K - $16.1K
|
5.74K
$2.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
29+ 1.88% |
$14K - $15.6K
|
1.57K
$782K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
28+ 0.79% |
$13.5K - $15.1K
|
3.58K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
28+ 1.48% |
$13.5K - $15.1K
|
1.91K
$951K
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
28+ 0.07% |
$13.5K - $15.1K
|
38.9K
$19.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
28+ 2.41% |
$13.5K - $15.1K
|
1.19K
$592K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
28+ 0.46% |
$13.5K - $15.1K
|
6.09K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
28+ 3.33% |
$13.5K - $15.1K
|
870
$432K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
27+ 5.33% |
$13K - $14.5K
|
534
$265K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
26+ 0.17% |
$12.5K - $14K
|
15.2K
$7.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
26+ 1.57% |
$12.5K - $14K
|
1.68K
$834K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
26+ 1.53% |
$12.5K - $14K
|
1.72K
$855K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26+ 0.17% |
$12.5K - $14K
|
15.3K
$7.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
26+ 0.26% |
$12.5K - $14K
|
9.86K
$4.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
26+ 5.08% |
$12.5K - $14K
|
538
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
26New |
$12.5K - $14K
|
26
$12.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
25+ 2.44% |
$12K - $13.5K
|
1.05K
$522K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
25+ 0.28% |
$12K - $13.5K
|
9.02K
$4.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
25+ 0.76% |
$12K - $13.5K
|
3.3K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
25+ 2.0% |
$12K - $13.5K
|
1.28K
$634K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
25+ 0.3% |
$12K - $13.5K
|
8.48K
$4.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
25+ 0.36% |
$12K - $13.5K
|
6.96K
$3.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
25+ 0.38% |
$12K - $13.5K
|
6.59K
$3.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
25+ 1.97% |
$12K - $13.5K
|
1.29K
$643K
|
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
24+ 2.39% |
$11.5K - $12.9K
|
1.03K
$511K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
24+ 4.46% |
$11.5K - $12.9K
|
562
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
24+ 3.15% |
$11.5K - $12.9K
|
786
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
24+ 0.49% |
$11.5K - $12.9K
|
4.95K
$2.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
23+ 0.85% |
$11.1K - $12.4K
|
2.74K
$1.36M
|