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 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
214+ 2.11% |
$103K - $115K
|
10.4K
$5.41M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
214+ 6.41% |
$103K - $115K
|
3.55K
$1.85M
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
212+ 0.62% |
$102K - $114K
|
34.3K
$17.9M
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
210+ 5.24% |
$101K - $113K
|
4.21K
$2.2M
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
209+ 27.57% |
$101K - $112K
|
967
$505K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
207+ 74.73% |
$99.6K - $111K
|
484
$253K
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
206+ 6.37% |
$99.1K - $111K
|
3.44K
$1.8M
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
204+ 0.3% |
$98.2K - $110K
|
68.9K
$36M
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
203+ 5.0% |
$97.7K - $109K
|
4.27K
$2.23M
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
200+ 2.05% |
$96.2K - $108K
|
9.95K
$5.2M
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
200+ 6.61% |
$96.2K - $108K
|
3.23K
$1.69M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
198+ 2.35% |
$95.3K - $107K
|
8.62K
$4.5M
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
192+ 10.78% |
$92.4K - $103K
|
1.97K
$1.03M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
191+ 45.05% |
$91.9K - $103K
|
615
$321K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
186+ 3.3% |
$89.5K - $100K
|
5.82K
$3.04M
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
185+ 5.13% |
$89K - $99.6K
|
3.79K
$1.98M
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
185+ 0.31% |
$89K - $99.6K
|
60.7K
$31.7M
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
184+ 14.77% |
$88.5K - $99K
|
1.43K
$747K
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
183+ 1.12% |
$88.1K - $98.5K
|
16.5K
$8.6M
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
183+ 1.35% |
$88.1K - $98.5K
|
13.7K
$7.15M
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
181+ 5.24% |
$87.1K - $97.4K
|
3.64K
$1.9M
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
180+ 11.01% |
$86.6K - $96.9K
|
1.82K
$948K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
180+ 3.87% |
$86.6K - $96.9K
|
4.84K
$2.53M
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
179+ 3.2% |
$86.1K - $96.3K
|
5.77K
$3.01M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
178+ 2.05% |
$85.7K - $95.8K
|
8.84K
$4.62M
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
178+ 5.22% |
$85.7K - $95.8K
|
3.59K
$1.87M
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
177+ 17.66% |
$85.2K - $95.3K
|
1.18K
$616K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
176+ 3.46% |
$84.7K - $94.7K
|
5.26K
$2.75M
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
176+ 52.54% |
$84.7K - $94.7K
|
511
$267K
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
175+ 16.89% |
$84.2K - $94.2K
|
1.21K
$632K
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
174+ 0.81% |
$83.7K - $93.6K
|
21.6K
$11.3M
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
167+ 27.93% |
$80.4K - $89.9K
|
765
$400K
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
167+ 2.07% |
$80.4K - $89.9K
|
8.24K
$4.3M
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
167+ 4.03% |
$80.4K - $89.9K
|
4.31K
$2.25M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
164+ 2.22% |
$78.9K - $88.3K
|
7.57K
$3.95M
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
164+ 16.17% |
$78.9K - $88.3K
|
1.18K
$615K
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
160New |
$77K - $86.1K
|
160
$83.6K
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
160New |
$77K - $86.1K
|
160
$83.6K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
158+ 3.07% |
$76K - $85K
|
5.31K
$2.77M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
158+ 9.81% |
$76K - $85K
|
1.77K
$924K
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
157+ 14.56% |
$75.6K - $84.5K
|
1.24K
$645K
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
154+ 1.04% |
$74.1K - $82.9K
|
14.9K
$7.78M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
154+ 0.33% |
$74.1K - $82.9K
|
46.4K
$24.2M
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
153+ 46.08% |
$73.6K - $82.3K
|
485
$253K
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
152+ 13.87% |
$73.1K - $81.8K
|
1.25K
$652K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
152+ 33.55% |
$73.1K - $81.8K
|
605
$316K
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
151+ 1.36% |
$72.7K - $81.3K
|
11.2K
$5.87M
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
150+ 1.37% |
$72.2K - $80.7K
|
11.1K
$5.8M
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
150+ 4.96% |
$72.2K - $80.7K
|
3.18K
$1.66M
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
149+ 7.41% |
$71.7K - $80.2K
|
2.16K
$1.13M
|