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
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
20KNew |
$9.61M - $10.7M
|
20K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
19.8KNew |
$9.52M - $10.7M
|
19.8K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Luxor Capital Group, LP
New York, NY |
BUY
|
- |
19.8KNew |
$9.52M - $10.6M
|
19.8K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.8K+ 21.57% |
$9.51M - $10.6M
|
111K
$56.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
19.7KNew |
$9.48M - $10.6M
|
19.7K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
19.7KNew |
$9.46M - $10.6M
|
19.7K
$9.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
19K+ 86.86% |
$9.16M - $10.2M
|
40.9K
$20.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
19KNew |
$9.13M - $10.2M
|
19K
$9.64M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
19KNew |
$9.12M - $10.2M
|
19K
$9.63M
|
|
|
Feb 19, 2025
Q4 2024
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
18.6KNew |
$8.94M - $10M
|
18.6K
$9.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
18.4KNew |
$8.86M - $9.91M
|
18.4K
$9.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
18.3K+ 149.77% |
$8.79M - $9.83M
|
30.5K
$15.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.2K+ 16.58% |
$8.77M - $9.81M
|
128K
$65.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
18.2KNew |
$8.76M - $9.79M
|
18.2K
$9.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
17.9K+ 2185.49% |
$8.62M - $9.64M
|
18.7K
$9.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
17.9KNew |
$8.61M - $9.63M
|
17.9K
$9.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
17.8KNew |
$8.58M - $9.6M
|
17.8K
$9.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
17.7KNew |
$8.53M - $9.54M
|
17.7K
$9.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
17.5KNew |
$8.41M - $9.4M
|
17.5K
$8.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
17.3KNew |
$8.33M - $9.32M
|
17.3K
$8.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
17.2KNew |
$8.29M - $9.27M
|
17.2K
$8.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
17.2K+ 233.81% |
$8.28M - $9.26M
|
24.6K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
17KNew |
$8.18M - $9.14M
|
17K
$8.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
16.8K+ 314.85% |
$8.08M - $9.04M
|
22.1K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
16.7KNew |
$8.06M - $9.01M
|
16.7K
$8.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.7K+ 41.24% |
$8.05M - $9.01M
|
57.3K
$29.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
16.5K+ 26.35% |
$7.94M - $8.88M
|
79.1K
$40.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.5K+ 14.13% |
$7.93M - $8.87M
|
133K
$67.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.9K+ 12.14% |
$7.66M - $8.57M
|
147K
$74.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
15.9KNew |
$7.63M - $8.53M
|
15.9K
$8.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
15.8KNew |
$7.62M - $8.52M
|
15.8K
$8.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.8K+ 31.9% |
$7.6M - $8.5M
|
65.3K
$33.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
15.5KNew |
$7.48M - $8.37M
|
15.5K
$7.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
15.2K+ 399.55% |
$7.32M - $8.19M
|
19K
$9.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
15.1K+ 3029.8% |
$7.29M - $8.15M
|
15.6K
$7.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
15.1K+ 10.68% |
$7.26M - $8.12M
|
156K
$79.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
15KNew |
$7.2M - $8.06M
|
15K
$7.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
14.8K+ 24.27% |
$7.14M - $7.98M
|
75.9K
$38.6M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
14.5KNew |
$6.96M - $7.78M
|
14.5K
$7.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
14.4K+ 16.47% |
$6.94M - $7.76M
|
102K
$51.8M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
14.4K+ 9.43% |
$6.92M - $7.74M
|
167K
$84.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
14.2K+ 201.5% |
$6.83M - $7.64M
|
21.2K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
14.1K+ 3165.1% |
$6.81M - $7.61M
|
14.6K
$7.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
14.1K+ 76.94% |
$6.77M - $7.57M
|
32.4K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.1K+ 2.38% |
$6.77M - $7.57M
|
604K
$307M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
14K+ 32.27% |
$6.76M - $7.56M
|
57.6K
$29.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
13.8K+ 0.75% |
$6.63M - $7.41M
|
1.84M
$935M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
13.7K+ 268.49% |
$6.59M - $7.36M
|
18.8K
$9.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
13.7K+ 8.08% |
$6.58M - $7.36M
|
183K
$92.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
13.6K+ 17.1% |
$6.54M - $7.32M
|
93.1K
$47.3M
|