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 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.14K+ 18.0% |
$547K - $612K
|
7.45K
$4.14M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
1.13KNew |
$546K - $610K
|
1.13K
$631K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.13KNew |
$542K - $607K
|
1.13K
$627K
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.13K+ 21.45% |
$542K - $607K
|
6.38K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.13K+ 20.96% |
$542K - $607K
|
6.5K
$3.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.12K+ 8.6% |
$541K - $605K
|
14.2K
$7.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.12K+ 0.95% |
$541K - $605K
|
119K
$66.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.12KNew |
$541K - $605K
|
1.12K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.12KNew |
$539K - $603K
|
1.12K
$624K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
1.11K+ 4.34% |
$536K - $600K
|
26.8K
$14.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.11K+ 53.08% |
$535K - $598K
|
3.21K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.11KNew |
$535K - $598K
|
1.11K
$618K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.11K+ 6.35% |
$532K - $595K
|
18.5K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.1KNew |
$531K - $594K
|
1.1K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.09K+ 22.6% |
$525K - $588K
|
5.92K
$3.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.09K+ 1.72% |
$523K - $585K
|
64.2K
$35.7M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.09K+ 6.32% |
$523K - $584K
|
18.3K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1.08KNew |
$521K - $582K
|
1.08K
$602K
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
1.08KNew |
$520K - $582K
|
1.08K
$601K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.08K+ 138.11% |
$520K - $581K
|
1.86K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.06KNew |
$512K - $573K
|
1.06K
$592K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.06K+ 2.88% |
$512K - $572K
|
38K
$21.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.06K+ 2.66% |
$511K - $572K
|
41K
$22.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.06KNew |
$508K - $568K
|
1.06K
$587K
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$508K - $568K
|
1.06K
$587K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.06K+ 14.47% |
$508K - $568K
|
8.34K
$4.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.05K+ 7.78% |
$507K - $567K
|
14.6K
$8.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.05KNew |
$506K - $566K
|
1.05K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.05K+ 2.4% |
$506K - $566K
|
44.8K
$24.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
1.05KNew |
$505K - $565K
|
1.05K
$584K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.05KNew |
$505K - $565K
|
1.05K
$584K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.05KNew |
$505K - $565K
|
1.05K
$584K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.05K+ 11.06% |
$503K - $563K
|
10.5K
$5.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.04K+ 1.87% |
$500K - $560K
|
56.5K
$31.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.04K+ 1.86% |
$500K - $560K
|
56.9K
$31.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
1.04KNew |
$499K - $558K
|
1.04K
$577K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1.03KNew |
$498K - $556K
|
1.03K
$575K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.03K+ 40.72% |
$496K - $555K
|
3.56K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.03K+ 21.29% |
$495K - $554K
|
5.86K
$3.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.03K+ 35.12% |
$495K - $553K
|
3.96K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 1.52% |
$495K - $553K
|
68.8K
$38.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.02KNew |
$492K - $551K
|
1.02K
$569K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.02K+ 36.27% |
$492K - $550K
|
3.84K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.02K+ 2.27% |
$491K - $549K
|
46K
$25.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.02K+ 8.63% |
$491K - $549K
|
12.8K
$7.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.01K+ 4040.0% |
$486K - $544K
|
1.04K
$576K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.01K+ 9.6% |
$486K - $544K
|
11.5K
$6.41M
|
|
|
May 15, 2025
Q4 2024
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
1.01KNew |
$486K - $544K
|
1.01K
$562K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.01K+ 40.44% |
$485K - $542K
|
3.5K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
1KNew |
$483K - $540K
|
1K
$558K
|