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
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-137- 13.2% |
$65.9K - $73.7K
|
901
$448K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-137- 0.95% |
$65.9K - $73.7K
|
14.3K
$7.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-137- 8.63% |
$65.9K - $73.7K
|
1.45K
$721K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-137- 0.96% |
$65.9K - $73.7K
|
14.1K
$7.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-137- 1.1% |
$65.9K - $73.7K
|
12.3K
$6.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-137- 14.94% |
$65.9K - $73.7K
|
780
$388K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-137- 8.3% |
$65.9K - $73.7K
|
1.51K
$753K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-138- 4.51% |
$66.4K - $74.3K
|
2.92K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-138- 2.04% |
$66.4K - $74.3K
|
6.64K
$3.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-138- 3.73% |
$66.4K - $74.3K
|
3.56K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-139- 9.09% |
$66.9K - $74.8K
|
1.39K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-140- 7.21% |
$67.4K - $75.3K
|
1.8K
$895K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-141- 0.55% |
$67.9K - $75.9K
|
25.3K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-143- 1.12% |
$68.8K - $77K
|
12.6K
$6.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-144- 1.51% |
$69.3K - $77.5K
|
9.41K
$4.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-146- 0.6% |
$70.3K - $78.6K
|
24.3K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-146- 18.6% |
$70.3K - $78.6K
|
639
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-146- 5.79% |
$70.3K - $78.6K
|
2.38K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-147- 6.8% |
$70.7K - $79.1K
|
2.02K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-148- 3.47% |
$71.2K - $79.6K
|
4.12K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-149- 2.83% |
$71.7K - $80.2K
|
5.11K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-150- 0.16% |
$72.2K - $80.7K
|
90.9K
$45.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-150- 3.38% |
$72.2K - $80.7K
|
4.29K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-150- 2.39% |
$72.2K - $80.7K
|
6.12K
$3.04M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-150- 7.78% |
$72.2K - $80.7K
|
1.78K
$884K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-152- 2.81% |
$73.1K - $81.8K
|
5.26K
$2.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-153- 3.03% |
$73.6K - $82.3K
|
4.9K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-153- 5.03% |
$73.6K - $82.3K
|
2.89K
$1.44M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-155- 8.73% |
$74.6K - $83.4K
|
1.62K
$805K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-155- 6.53% |
$74.6K - $83.4K
|
2.22K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-155- 9.88% |
$74.6K - $83.4K
|
1.41K
$703K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-156- 2.92% |
$75.1K - $84K
|
5.2K
$2.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-157- 1.27% |
$75.6K - $84.5K
|
12.2K
$6.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-157- 17.05% |
$75.6K - $84.5K
|
764
$380K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-157- 1.41% |
$75.6K - $84.5K
|
11K
$5.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-157- 2.16% |
$75.6K - $84.5K
|
7.12K
$3.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-160- 9.86% |
$77K - $86.1K
|
1.46K
$727K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-162- 4.91% |
$78K - $87.2K
|
3.14K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-163- 2.85% |
$78.4K - $87.7K
|
5.56K
$2.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-163- 5.11% |
$78.4K - $87.7K
|
3.02K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-165- 7.88% |
$79.4K - $88.8K
|
1.93K
$959K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-166- 1.91% |
$79.9K - $89.3K
|
8.54K
$4.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-166- 2.35% |
$79.9K - $89.3K
|
6.9K
$3.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-168- 0.56% |
$80.8K - $90.4K
|
29.8K
$14.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-168- 8.07% |
$80.8K - $90.4K
|
1.91K
$951K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-170- 20.83% |
$81.8K - $91.5K
|
646
$321K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-172- 1.02% |
$82.8K - $92.6K
|
16.8K
$8.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-173- 1.0% |
$83.3K - $93.1K
|
17.1K
$8.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-175- 3.57% |
$84.2K - $94.2K
|
4.73K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-175- 2.66% |
$84.2K - $94.2K
|
6.4K
$3.18M
|