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 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-18- 0.85% |
$8.66K - $9.69K
|
2.1K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18- 0.03% |
$8.66K - $9.69K
|
59.4K
$31M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-19- 0.59% |
$9.14K - $10.2K
|
3.23K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-20- 3.02% |
$9.62K - $10.8K
|
643
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-20- 0.31% |
$9.62K - $10.8K
|
6.53K
$3.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-21- 0.3% |
$10.1K - $11.3K
|
7.05K
$3.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-21- 0.16% |
$10.1K - $11.3K
|
13.5K
$7.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-22- 3.74% |
$10.6K - $11.8K
|
567
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-22- 0.97% |
$10.6K - $11.8K
|
2.24K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-22- 1.57% |
$10.6K - $11.8K
|
1.38K
$719K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-22- 5.51% |
$10.6K - $11.8K
|
377
$197K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-24- 1.84% |
$11.5K - $12.9K
|
1.28K
$667K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-24- 0.18% |
$11.5K - $12.9K
|
13.2K
$6.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-25- 0.33% |
$12K - $13.5K
|
7.57K
$3.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-25- 1.06% |
$12K - $13.5K
|
2.33K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-25- 0.99% |
$12K - $13.5K
|
2.5K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-25- 0.84% |
$12K - $13.5K
|
2.97K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-26- 0.54% |
$12.5K - $14K
|
4.77K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-26- 1.03% |
$12.5K - $14K
|
2.51K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-27- 2.0% |
$13K - $14.5K
|
1.32K
$689K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-27- 3.49% |
$13K - $14.5K
|
746
$390K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-28- 2.48% |
$13.5K - $15.1K
|
1.1K
$574K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-28- 1.13% |
$13.5K - $15.1K
|
2.46K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-29- 2.41% |
$14K - $15.6K
|
1.18K
$614K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-30- 5.66% |
$14.4K - $16.1K
|
500
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-30- 3.05% |
$14.4K - $16.1K
|
955
$499K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-31- 1.72% |
$14.9K - $16.7K
|
1.78K
$927K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-31- 4.2% |
$14.9K - $16.7K
|
707
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-32- 1.78% |
$15.4K - $17.2K
|
1.77K
$922K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-33- 4.18% |
$15.9K - $17.8K
|
756
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-33- 3.54% |
$15.9K - $17.8K
|
899
$470K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-34- 1.33% |
$16.4K - $18.3K
|
2.52K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-34- 2.13% |
$16.4K - $18.3K
|
1.56K
$815K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-34- 5.54% |
$16.4K - $18.3K
|
580
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-34- 0.27% |
$16.4K - $18.3K
|
12.6K
$6.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-35- 1.62% |
$16.8K - $18.8K
|
2.12K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-35- 1.68% |
$16.8K - $18.8K
|
2.05K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-35- 0.47% |
$16.8K - $18.8K
|
7.45K
$3.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-35- 0.62% |
$16.8K - $18.8K
|
5.59K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-35- 2.93% |
$16.8K - $18.8K
|
1.16K
$605K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-37- 1.4% |
$17.8K - $19.9K
|
2.61K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-37- 1.42% |
$17.8K - $19.9K
|
2.56K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-37- 0.21% |
$17.8K - $19.9K
|
17.3K
$9.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-37- 0.08% |
$17.8K - $19.9K
|
47K
$24.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-37- 1.55% |
$17.8K - $19.9K
|
2.35K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-38- 4.14% |
$18.3K - $20.5K
|
879
$459K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-38- 4.88% |
$18.3K - $20.5K
|
741
$387K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-38- 0.66% |
$18.3K - $20.5K
|
5.71K
$2.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-39- 0.21% |
$18.8K - $21K
|
18.5K
$9.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-41- 6.37% |
$19.7K - $22.1K
|
603
$315K
|