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 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-13- 0.15% |
$6.26K - $7K
|
8.82K
$4.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-13- 2.36% |
$6.26K - $7K
|
537
$267K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-13- 0.16% |
$6.26K - $7K
|
8.08K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-13- 2.22% |
$6.26K - $7K
|
573
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-13- 0.21% |
$6.26K - $7K
|
6.19K
$3.08M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-14- 1.48% |
$6.74K - $7.53K
|
934
$464K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-14- 0.2% |
$6.74K - $7.53K
|
7.14K
$3.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-14- 0.79% |
$6.74K - $7.53K
|
1.75K
$870K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-14- 0.36% |
$6.74K - $7.53K
|
3.9K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-14- 0.84% |
$6.74K - $7.53K
|
1.65K
$822K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-14- 0.87% |
$6.74K - $7.53K
|
1.6K
$794K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-14- 1.3% |
$6.74K - $7.53K
|
1.06K
$527K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-14- 1.07% |
$6.74K - $7.53K
|
1.3K
$645K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-14- 0.2% |
$6.74K - $7.53K
|
7.14K
$3.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-14- 1.93% |
$6.74K - $7.53K
|
712
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-15- 1.19% |
$7.22K - $8.07K
|
1.25K
$621K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-15- 0.6% |
$7.22K - $8.07K
|
2.47K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-15- 0.32% |
$7.22K - $8.07K
|
4.67K
$2.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-15- 0.31% |
$7.22K - $8.07K
|
4.8K
$2.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-15- 0.12% |
$7.22K - $8.07K
|
13K
$6.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-15- 0.7% |
$7.22K - $8.07K
|
2.12K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-15- 1.36% |
$7.22K - $8.07K
|
1.09K
$541K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-16- 1.15% |
$7.7K - $8.61K
|
1.38K
$684K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-16- 0.26% |
$7.7K - $8.61K
|
6.16K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-17- 1.22% |
$8.18K - $9.15K
|
1.38K
$684K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-17- 0.18% |
$8.18K - $9.15K
|
9.64K
$4.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-18- 0.04% |
$8.66K - $9.69K
|
46.5K
$23.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-18- 0.85% |
$8.66K - $9.69K
|
2.1K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18- 0.03% |
$8.66K - $9.69K
|
59.4K
$29.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18- 0.23% |
$8.66K - $9.69K
|
7.65K
$3.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-18- 2.51% |
$8.66K - $9.69K
|
700
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-19- 0.59% |
$9.14K - $10.2K
|
3.23K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-19- 0.4% |
$9.14K - $10.2K
|
4.79K
$2.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-20- 3.02% |
$9.62K - $10.8K
|
643
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-20- 0.31% |
$9.62K - $10.8K
|
6.53K
$3.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-20- 0.86% |
$9.62K - $10.8K
|
2.31K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-21- 0.3% |
$10.1K - $11.3K
|
7.05K
$3.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-21- 0.16% |
$10.1K - $11.3K
|
13.5K
$6.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-21- 4.27% |
$10.1K - $11.3K
|
471
$234K
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-21- 2.7% |
$10.1K - $11.3K
|
756
$376K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-22- 3.74% |
$10.6K - $11.8K
|
567
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-22- 0.97% |
$10.6K - $11.8K
|
2.24K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-22- 1.57% |
$10.6K - $11.8K
|
1.38K
$684K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-22- 5.51% |
$10.6K - $11.8K
|
377
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-22- 0.21% |
$10.6K - $11.8K
|
10.4K
$5.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-23- 0.91% |
$11.1K - $12.4K
|
2.5K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-23- 2.97% |
$11.1K - $12.4K
|
751
$373K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-24- 1.84% |
$11.5K - $12.9K
|
1.28K
$635K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-24- 0.18% |
$11.5K - $12.9K
|
13.2K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-24- 2.52% |
$11.5K - $12.9K
|
928
$461K
|