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 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
346+ 4.51% |
$167K - $186K
|
8.02K
$4.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
346+ 42.77% |
$167K - $186K
|
1.16K
$604K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
344+ 6.67% |
$166K - $185K
|
5.5K
$2.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
343+ 4.33% |
$165K - $185K
|
8.27K
$4.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
337+ 16850.0% |
$162K - $181K
|
339
$177K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
335+ 4.84% |
$161K - $180K
|
7.25K
$3.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
333+ 1.83% |
$160K - $179K
|
18.5K
$9.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
330+ 8.08% |
$159K - $178K
|
4.42K
$2.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
328+ 5.26% |
$158K - $177K
|
6.56K
$3.43M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
324+ 1.9% |
$156K - $174K
|
17.4K
$9.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
324+ 3.47% |
$156K - $174K
|
9.67K
$5.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
324+ 21.18% |
$156K - $174K
|
1.85K
$969K
|
|
|
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
$3M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
318+ 2.32% |
$153K - $171K
|
14K
$7.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
318New |
$153K - $171K
|
318
$166K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
318+ 1.66% |
$153K - $171K
|
19.4K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
317+ 45.81% |
$153K - $171K
|
1.01K
$528K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
315+ 3.83% |
$152K - $170K
|
8.54K
$4.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
314+ 11.78% |
$151K - $169K
|
2.98K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
312+ 2.19% |
$150K - $168K
|
14.6K
$7.62M
|
|
|
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
$790K
|
|
|
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
$4.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
301+ 1.04% |
$145K - $162K
|
29.3K
$15.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
297+ 2.73% |
$143K - $160K
|
11.2K
$5.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
288+ 2.82% |
$139K - $155K
|
10.5K
$5.49M
|
|
|
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
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
281+ 9.38% |
$135K - $151K
|
3.28K
$1.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
280+ 14.48% |
$135K - $151K
|
2.21K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
277+ 20.76% |
$133K - $149K
|
1.61K
$842K
|
|
|
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
$3.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
270+ 26.81% |
$130K - $145K
|
1.28K
$668K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
270+ 5.3% |
$130K - $145K
|
5.37K
$2.81M
|
|
|
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
$639K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
260+ 4.96% |
$125K - $140K
|
5.5K
$2.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
259+ 28.06% |
$125K - $139K
|
1.18K
$618K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
259+ 1.48% |
$125K - $139K
|
17.8K
$9.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
258+ 1.9% |
$124K - $139K
|
13.8K
$7.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
258+ 15.18% |
$124K - $139K
|
1.96K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
257+ 0.21% |
$124K - $138K
|
124K
$64.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
252New |
$121K - $136K
|
252
$132K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
248+ 2.82% |
$119K - $133K
|
9.04K
$4.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
246+ 1.11% |
$118K - $132K
|
22.4K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
246+ 43.69% |
$118K - $132K
|
809
$423K
|