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 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 0.24% |
$4.81K - $5.38K
|
4.12K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
10+ 2.3% |
$4.81K - $5.38K
|
444
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.5% |
$4.81K - $5.38K
|
2K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
10+ 0.47% |
$4.81K - $5.38K
|
2.12K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
10+ 15.87% |
$4.81K - $5.38K
|
73
$42.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
10+ 0.69% |
$4.81K - $5.38K
|
1.46K
$849K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10+ 90.91% |
$4.81K - $5.38K
|
21
$12.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
10+ 0.25% |
$4.81K - $5.38K
|
3.98K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
10+ 1.03% |
$4.81K - $5.38K
|
980
$568K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
10+ 2.25% |
$4.81K - $5.38K
|
454
$263K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 0.31% |
$4.81K - $5.38K
|
3.27K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
10+ 0.54% |
$4.81K - $5.38K
|
1.85K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
10+ 52.63% |
$4.81K - $5.38K
|
29
$16.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
10+ 0.26% |
$4.81K - $5.38K
|
3.8K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$4.81K - $5.38K
|
10
$5.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$4.81K - $5.38K
|
10
$5.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
10+ 0.82% |
$4.81K - $5.38K
|
1.23K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
10+ 0.11% |
$4.81K - $5.38K
|
8.89K
$5.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
9+ 2.1% |
$4.33K - $4.84K
|
438
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9+ 0.95% |
$4.33K - $4.84K
|
961
$557K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
9+ 0.29% |
$4.33K - $4.84K
|
3.16K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9+ 0.22% |
$4.33K - $4.84K
|
4.01K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
9+ 0.35% |
$4.33K - $4.84K
|
2.6K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
9+ 0.26% |
$4.33K - $4.84K
|
3.51K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9+ 0.46% |
$4.33K - $4.84K
|
1.96K
$1.13M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
8+ 0.15% |
$3.85K - $4.31K
|
5.42K
$3.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8+ 0.29% |
$3.85K - $4.31K
|
2.74K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.29% |
$3.85K - $4.31K
|
2.79K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
8+ 0.8% |
$3.85K - $4.31K
|
1.01K
$583K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8+ 0.7% |
$3.85K - $4.31K
|
1.15K
$669K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
8+ 0.02% |
$3.85K - $4.31K
|
41.8K
$24.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
8+ 0.27% |
$3.85K - $4.31K
|
2.99K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
8+ 0.5% |
$3.85K - $4.31K
|
1.62K
$939K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
8+ 0.37% |
$3.85K - $4.31K
|
2.18K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
7+ 0.29% |
$3.37K - $3.77K
|
2.45K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 0.98% |
$3.37K - $3.77K
|
720
$418K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
7+ 0.95% |
$3.37K - $3.77K
|
744
$432K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
7+ 0.51% |
$3.37K - $3.77K
|
1.39K
$807K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
7+ 0.56% |
$3.37K - $3.77K
|
1.25K
$724K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
7+ 0.32% |
$3.37K - $3.77K
|
2.18K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
7+ 0.8% |
$3.37K - $3.77K
|
881
$511K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
6+ 0.69% |
$2.89K - $3.23K
|
881
$511K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6+ 0.14% |
$2.89K - $3.23K
|
4.44K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.23% |
$2.89K - $3.23K
|
2.59K
$1.5M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
6+ 1.36% |
$2.89K - $3.23K
|
447
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5+ 0.14% |
$2.41K - $2.69K
|
3.53K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5+ 0.33% |
$2.41K - $2.69K
|
1.54K
$894K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
5+ 0.54% |
$2.41K - $2.69K
|
927
$538K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.65% |
$2.41K - $2.69K
|
771
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5+ 0.42% |
$2.41K - $2.69K
|
1.19K
$690K
|