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 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
44+ 1.03% |
$21.2K - $23.7K
|
4.3K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
44+ 4.93% |
$21.2K - $23.7K
|
936
$543K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
43+ 1.21% |
$20.7K - $23.1K
|
3.61K
$2.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
43+ 1.09% |
$20.7K - $23.1K
|
3.99K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
43+ 2.02% |
$20.7K - $23.1K
|
2.18K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
43+ 0.77% |
$20.7K - $23.1K
|
5.64K
$3.27M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
42+ 2.45% |
$20.2K - $22.6K
|
1.76K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
42+ 2.52% |
$20.2K - $22.6K
|
1.71K
$992K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
41+ 7.4% |
$19.7K - $22.1K
|
595
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
41+ 1.91% |
$19.7K - $22.1K
|
2.19K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
40+ 0.03% |
$19.2K - $21.5K
|
122K
$70.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
40+ 3.63% |
$19.2K - $21.5K
|
1.14K
$662K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
40+ 0.6% |
$19.2K - $21.5K
|
6.73K
$3.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
40+ 0.06% |
$19.2K - $21.5K
|
67.6K
$39.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
40+ 111.11% |
$19.2K - $21.5K
|
76
$44.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
40+ 4.04% |
$19.2K - $21.5K
|
1.03K
$597K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
40New |
$19.2K - $21.5K
|
40
$23.2K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
40+ 2.01% |
$19.2K - $21.5K
|
2.03K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
39+ 1.34% |
$18.8K - $21K
|
2.94K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
39+ 0.8% |
$18.8K - $21K
|
4.93K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
39+ 1.45% |
$18.8K - $21K
|
2.73K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
38+ 9.69% |
$18.3K - $20.5K
|
430
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
38+ 1.6% |
$18.3K - $20.5K
|
2.42K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
38+ 5.74% |
$18.3K - $20.5K
|
700
$406K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
37+ 1.14% |
$17.8K - $19.9K
|
3.27K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
37+ 0.44% |
$17.8K - $19.9K
|
8.42K
$4.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
37+ 6.08% |
$17.8K - $19.9K
|
646
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
37+ 5.96% |
$17.8K - $19.9K
|
658
$382K
|
|
|
May 07, 2025
Q4 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
37+ 7.74% |
$17.8K - $19.9K
|
515
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
36+ 0.24% |
$17.3K - $19.4K
|
15K
$8.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
36+ 1.21% |
$17.3K - $19.4K
|
3.01K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
36+ 1.53% |
$17.3K - $19.4K
|
2.39K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 3.05% |
$17.3K - $19.4K
|
1.22K
$705K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36+ 1.08% |
$17.3K - $19.4K
|
3.38K
$1.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
36+ 11.46% |
$17.3K - $19.4K
|
350
$203K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
36+ 276.92% |
$17.3K - $19.4K
|
49
$28.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
36+ 2.57% |
$17.3K - $19.4K
|
1.44K
$834K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
36+ 0.96% |
$17.3K - $19.4K
|
3.79K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
35+ 1.65% |
$16.8K - $18.8K
|
2.16K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
35+ 7.04% |
$16.8K - $18.8K
|
532
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
35+ 4.38% |
$16.8K - $18.8K
|
835
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
35+ 0.3% |
$16.8K - $18.8K
|
11.9K
$6.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
34+ 1.61% |
$16.4K - $18.3K
|
2.14K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
34+ 3.44% |
$16.4K - $18.3K
|
1.02K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
33+ 3.12% |
$15.9K - $17.8K
|
1.09K
$633K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
32+ 2.37% |
$15.4K - $17.2K
|
1.38K
$801K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
32+ 0.12% |
$15.4K - $17.2K
|
26.6K
$15.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
32+ 0.26% |
$15.4K - $17.2K
|
12.2K
$7.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
32+ 5.26% |
$15.4K - $17.2K
|
640
$371K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
32+ 1.07% |
$15.4K - $17.2K
|
3.03K
$1.76M
|