Purchases and Sales Made in Q4 2024 in Invesco Qqq Trust, Series 1 (QQQ)

QQQ Quotes by TradingView

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
Evernest Financial Advisors, LLC

Carmel, IN
BUY
 -
98
+ 3.43%
$47.2K - $52.7K
2.95K $1.54M
Jan 24, 2025 Q4 2024
Welch Group, LLC

BUY
 -
98
+ 2.69%
$47.2K - $52.7K
3.74K $1.96M
Jan 17, 2025 Q4 2024
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
95
+ 26.03%
$45.7K - $51.1K
460 $240K
Jan 28, 2025 Q4 2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
95
+ 1.77%
$45.7K - $51.1K
5.47K $2.85M
Jan 30, 2025 Q4 2024
De Dora Capital, Inc.

BUY
 -
95
+ 0.98%
$45.7K - $51.1K
9.76K $5.1M
Jan 27, 2025 Q4 2024
Beacon Financial Advisory LLC

BUY
 -
92
+ 6.57%
$44.3K - $49.5K
1.49K $780K
Jan 17, 2025 Q4 2024
Global Trust Asset Management, LLC

BUY
 -
91
+ 0.26%
$43.8K - $49K
35.3K $18.4M
Jan 21, 2025 Q4 2024
First Citizens Bank & Trust CO

BUY
 -
90
+ 1.52%
$43.3K - $48.4K
6.02K $3.14M
Jan 23, 2025 Q4 2024
Clarity Financial LLC

BUY
 -
89
+ 18.7%
$42.8K - $47.9K
565 $295K
Jan 24, 2025 Q4 2024
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
88
+ 1.61%
$42.3K - $47.4K
5.56K $2.9M
Jan 21, 2025 Q4 2024
Mc Guire Investment Group, LLC

BUY
 -
87
+ 0.82%
$41.9K - $46.8K
10.7K $5.61M
Jan 28, 2025 Q4 2024
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
87
+ 6.79%
$41.9K - $46.8K
1.37K $715K
Jan 14, 2025 Q4 2024
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
86
+ 9.02%
$41.4K - $46.3K
1.04K $543K
Jan 14, 2025 Q4 2024
Wolff Wiese Magana LLC

BUY
 -
86
+ 4.13%
$41.4K - $46.3K
2.17K $1.13M
Jan 27, 2025 Q4 2024
Crewe Advisors LLC

BUY
 -
85
+ 0.45%
$40.9K - $45.7K
19.1K $9.95M
Jan 29, 2025 Q4 2024
Powell Investment Advisors, LLC

BUY
 -
85
+ 0.39%
$40.9K - $45.7K
21.7K $11.3M
Jan 29, 2025 Q4 2024
Northern Financial Advisors Inc

Bloomfield Hills, MI
BUY
 -
85
+ 2.08%
$40.9K - $45.7K
4.18K $2.18M
Jan 10, 2025 Q4 2024
Tilia Fiduciary Partners, Inc.

BUY
 -
81
+ 8.23%
$39K - $43.6K
1.07K $556K
Jan 21, 2025 Q4 2024
Gsb Wealth Management, LLC

BUY
 -
80
+ 0.84%
$38.5K - $43.1K
9.65K $5.04M
Jan 22, 2025 Q4 2024
Wealth Effects LLC

BUY
 -
80
+ 3.05%
$38.5K - $43.1K
2.71K $1.41M
Jan 15, 2025 Q4 2024
Financial & Tax Architects, LLC

St Louis, MO
BUY
 -
79
+ 9.45%
$38K - $42.5K
915 $478K
Jan 23, 2025 Q4 2024
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
79
+ 16.12%
$38K - $42.5K
569 $297K
Jan 28, 2025 Q4 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
77
+ 30.8%
$37.1K - $41.4K
327 $171K
Jan 31, 2025 Q4 2024
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
77
+ 3.2%
$37.1K - $41.4K
2.48K $1.3M
Jan 22, 2025 Q4 2024
Mayflower Financial Advisors, LLC

BUY
 -
76
+ 1.48%
$36.6K - $40.9K
5.21K $2.72M
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
75
+ 0.22%
$36.1K - $40.4K
34K $17.8M
Jan 23, 2025 Q4 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
74
+ 4.32%
$35.6K - $39.8K
1.79K $933K
Jan 14, 2025 Q4 2024
Cypress Wealth Services, LLC

BUY
 -
72
+ 1.34%
$34.6K - $38.7K
5.43K $2.83M
Jan 30, 2025 Q4 2024
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
72
New
$34.6K - $38.7K
72 $37.6K
Jan 28, 2025 Q4 2024
Platform Technology Partners

BUY
 -
71
+ 2.0%
$34.2K - $38.2K
3.62K $1.89M
Jan 14, 2025 Q4 2024
Occidental Asset Management, LLC

BUY
 -
70
+ 8.48%
$33.7K - $37.7K
895 $467K
Jan 22, 2025 Q4 2024
Jeppson Wealth Management, LLC

BUY
 -
69
+ 2.96%
$33.2K - $37.1K
2.4K $1.25M
Jan 29, 2025 Q4 2024
Guardian Asset Advisors, LLC

Mechanicsburg, PA
BUY
 -
69
+ 3.36%
$33.2K - $37.1K
2.13K $1.11M
Jan 07, 2025 Q4 2024
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
68
+ 0.26%
$32.7K - $36.6K
26K $13.6M
Jan 22, 2025 Q4 2024
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
66
+ 1.16%
$31.8K - $35.5K
5.74K $3M
Jan 17, 2025 Q4 2024
Baker Ellis Asset Management LLC

BUY
 -
65
+ 1.0%
$31.3K - $35K
6.56K $3.42M
Jan 28, 2025 Q4 2024
Northeast Investment Management

BUY
 -
65
+ 1.87%
$31.3K - $35K
3.54K $1.85M
Jan 23, 2025 Q4 2024
N.E.W. Advisory Services LLC

BUY
 -
64
+ 1.09%
$30.8K - $34.4K
5.96K $3.11M
Jan 06, 2025 Q4 2024
Capital Market Strategies LLC

BUY
 -
63
+ 1.37%
$30.3K - $33.9K
4.66K $2.43M
Jan 23, 2025 Q4 2024
Dmg Group, LLC

Birmingham, AL
BUY
 -
63
+ 9.04%
$30.3K - $33.9K
760 $397K
Jan 23, 2025 Q4 2024
Cmg Global Holdings, LLC

BUY
 -
63
+ 0.46%
$30.3K - $33.9K
13.7K $7.18M
Jan 27, 2025 Q4 2024
Telos Capital Management, Inc.

BUY
 -
63
+ 0.29%
$30.3K - $33.9K
21.6K $11.3M
Jan 22, 2025 Q4 2024
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
62
+ 1.62%
$29.8K - $33.4K
3.89K $2.03M
Jan 14, 2025 Q4 2024
Hoffman, Alan N Investment Management

BUY
 -
61
+ 4.55%
$29.4K - $32.8K
1.4K $732K
Jan 22, 2025 Q4 2024
Sheridan Capital Management, LLC

San Rafael, CA
BUY
 -
59
+ 2.26%
$28.4K - $31.8K
2.67K $1.39M
Jan 29, 2025 Q4 2024
Walkner Condon Financial Advisors LLC

BUY
 -
58
+ 2.23%
$27.9K - $31.2K
2.66K $1.39M
Jan 14, 2025 Q4 2024
Mps Loria Financial Planners, LLC

BUY
 -
57
+ 2.15%
$27.4K - $30.7K
2.71K $1.42M
Jan 27, 2025 Q4 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
57
+ 1.79%
$27.4K - $30.7K
3.23K $1.69M
Jan 22, 2025 Q4 2024
Kennedy Investment Group

West Depford, NJ
BUY
 -
56
+ 6.24%
$26.9K - $30.1K
953 $498K

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