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
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
321+ 0.65% |
$154K - $173K
|
49.8K
$26M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
319+ 5.89% |
$154K - $172K
|
5.73K
$2.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
318+ 2.32% |
$153K - $171K
|
14K
$7.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
318New |
$153K - $171K
|
318
$166K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
317+ 45.81% |
$153K - $171K
|
1.01K
$527K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
315+ 3.83% |
$152K - $170K
|
8.54K
$4.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
314+ 11.78% |
$151K - $169K
|
2.98K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
309+ 8.04% |
$149K - $166K
|
4.15K
$2.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
308+ 25.6% |
$148K - $166K
|
1.51K
$789K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
303+ 40.95% |
$146K - $163K
|
1.04K
$545K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
302+ 3.6% |
$145K - $163K
|
8.69K
$4.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
297+ 2.73% |
$143K - $160K
|
11.2K
$5.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
288+ 2.82% |
$139K - $155K
|
10.5K
$5.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
285New |
$137K - $153K
|
285
$149K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
284+ 61.08% |
$137K - $153K
|
749
$391K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
281+ 9.38% |
$135K - $151K
|
3.28K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
277+ 20.76% |
$133K - $149K
|
1.61K
$841K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
276+ 136.63% |
$133K - $149K
|
478
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
270+ 4.01% |
$130K - $145K
|
7.01K
$3.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
270+ 26.81% |
$130K - $145K
|
1.28K
$667K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
270+ 5.3% |
$130K - $145K
|
5.37K
$2.8M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
268+ 11.2% |
$129K - $144K
|
2.66K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
267+ 7.39% |
$128K - $144K
|
3.88K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
260+ 27.03% |
$125K - $140K
|
1.22K
$638K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
260+ 4.96% |
$125K - $140K
|
5.5K
$2.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
259+ 28.06% |
$125K - $139K
|
1.18K
$617K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
259+ 1.48% |
$125K - $139K
|
17.8K
$9.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
258+ 1.9% |
$124K - $139K
|
13.8K
$7.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
257+ 0.21% |
$124K - $138K
|
124K
$64.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
248+ 2.82% |
$119K - $133K
|
9.04K
$4.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
245+ 8.43% |
$118K - $132K
|
3.15K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
244+ 17.78% |
$117K - $131K
|
1.62K
$844K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
242+ 45.83% |
$116K - $130K
|
770
$402K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
242+ 0.68% |
$116K - $130K
|
35.7K
$18.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
240+ 1.89% |
$115K - $129K
|
13K
$6.77M
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
240+ 7.34% |
$115K - $129K
|
3.51K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
238+ 0.39% |
$115K - $128K
|
61.6K
$32.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
238+ 3.28% |
$115K - $128K
|
7.5K
$3.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
237+ 2.2% |
$114K - $128K
|
11K
$5.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
236+ 17.6% |
$114K - $127K
|
1.58K
$824K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
235+ 4.44% |
$113K - $126K
|
5.52K
$2.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
229+ 4.96% |
$110K - $123K
|
4.84K
$2.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
229+ 30.33% |
$110K - $123K
|
984
$514K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
227+ 7.42% |
$109K - $122K
|
3.29K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
226+ 1.5% |
$109K - $122K
|
15.3K
$8M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
224+ 0.5% |
$108K - $121K
|
44.6K
$23.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
224+ 0.1% |
$108K - $121K
|
217K
$113M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
222+ 7.22% |
$107K - $119K
|
3.3K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
219+ 5.51% |
$105K - $118K
|
4.19K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
218+ 0.78% |
$105K - $117K
|
28.2K
$14.7M
|