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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.11M+ 47853.93% |
$1.98B - $2.21B
|
4.11M
$2.15B
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
325K+ 89.97% |
$156M - $175M
|
686K
$358M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
202K+ 15676.28% |
$97M - $108M
|
203K
$106M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
167KNew |
$80.4M - $89.9M
|
167K
$87.2M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
151K+ 829.72% |
$72.6M - $81.2M
|
169K
$88.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
107KNew |
$51.5M - $57.5M
|
107K
$55.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
102KNew |
$48.9M - $54.7M
|
102K
$53.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
92KNew |
$44.3M - $49.5M
|
92K
$48.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
77.9K+ 171.55% |
$37.5M - $41.9M
|
123K
$64.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
67.2KNew |
$32.3M - $36.2M
|
67.2K
$35.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
59.1K+ 360.84% |
$28.4M - $31.8M
|
75.5K
$39.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
BUY
|
- |
52.9KNew |
$25.5M - $28.5M
|
52.9K
$27.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
51.8K+ 34.33% |
$24.9M - $27.9M
|
203K
$106M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
49.7K+ 58.63% |
$23.9M - $26.7M
|
134K
$70.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
46.2KNew |
$22.2M - $24.9M
|
46.2K
$24.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
39.6K+ 9.84% |
$19.1M - $21.3M
|
443K
$231M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
38.5K+ 85.45% |
$18.5M - $20.7M
|
83.5K
$43.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
35.8KNew |
$17.2M - $19.3M
|
35.8K
$18.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
34.9KNew |
$16.8M - $18.8M
|
34.9K
$18.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
32KNew |
$15.4M - $17.2M
|
32K
$16.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30.6K+ 18.5% |
$14.7M - $16.5M
|
196K
$102M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
30.3KNew |
$14.6M - $16.3M
|
30.3K
$15.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
28.5KNew |
$13.7M - $15.3M
|
28.5K
$14.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
28.3KNew |
$13.6M - $15.2M
|
28.3K
$14.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
27.6K+ 8.65% |
$13.3M - $14.8M
|
347K
$181M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
26.8KNew |
$12.9M - $14.4M
|
26.8K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
25.7KNew |
$12.4M - $13.8M
|
25.7K
$13.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
24.5KNew |
$11.8M - $13.2M
|
24.5K
$12.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.4K+ 20.42% |
$11.8M - $13.2M
|
144K
$75.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
24.2K+ 3.48% |
$11.6M - $13M
|
720K
$376M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
21.4KNew |
$10.3M - $11.5M
|
21.4K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
20.4K+ 41.8% |
$9.8M - $11M
|
69.1K
$36.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
19K+ 86.86% |
$9.16M - $10.2M
|
40.9K
$21.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
19KNew |
$9.13M - $10.2M
|
19K
$9.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.2K+ 16.58% |
$8.77M - $9.81M
|
128K
$66.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
17.8KNew |
$8.58M - $9.6M
|
17.8K
$9.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
17.7KNew |
$8.53M - $9.54M
|
17.7K
$9.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
17.5KNew |
$8.41M - $9.4M
|
17.5K
$9.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
16.8K+ 314.85% |
$8.08M - $9.04M
|
22.1K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.7K+ 41.24% |
$8.05M - $9.01M
|
57.3K
$29.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.9K+ 12.14% |
$7.66M - $8.57M
|
147K
$76.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
14.8K+ 24.27% |
$7.14M - $7.98M
|
75.9K
$39.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
14.4K+ 16.47% |
$6.94M - $7.76M
|
102K
$53.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
14.2K+ 201.5% |
$6.83M - $7.64M
|
21.2K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
14.1K+ 76.94% |
$6.77M - $7.57M
|
32.4K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
13.8K+ 0.75% |
$6.63M - $7.41M
|
1.84M
$961M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
13.7K+ 268.49% |
$6.59M - $7.36M
|
18.8K
$9.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
13.6K+ 17.1% |
$6.54M - $7.32M
|
93.1K
$48.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
13.2KNew |
$6.37M - $7.12M
|
13.2K
$6.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
13.2KNew |
$6.35M - $7.1M
|
13.2K
$6.89M
|