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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
735New |
$354K - $396K
|
735
$409K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
734+ 0.78% |
$353K - $395K
|
95K
$52.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
730New |
$351K - $393K
|
730
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
722+ 6.68% |
$347K - $389K
|
11.5K
$6.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
715+ 4.8% |
$344K - $385K
|
15.6K
$8.68M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
712+ 99.44% |
$343K - $383K
|
1.43K
$794K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
710+ 1.87% |
$342K - $382K
|
38.7K
$21.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
708New |
$341K - $381K
|
708
$394K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
707+ 2.41% |
$340K - $380K
|
30.1K
$16.7M
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
705+ 3.21% |
$339K - $379K
|
22.7K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
701+ 34.5% |
$337K - $377K
|
2.73K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
700New |
$337K - $377K
|
700
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
700+ 17.5% |
$337K - $377K
|
4.7K
$2.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
697+ 32.3% |
$335K - $375K
|
2.86K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
695+ 16.26% |
$334K - $374K
|
4.97K
$2.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
691+ 4.04% |
$333K - $372K
|
17.8K
$9.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
690New |
$332K - $371K
|
690
$384K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
690New |
$332K - $371K
|
690
$384K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
689+ 23.91% |
$332K - $371K
|
3.57K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
686+ 1.33% |
$330K - $369K
|
52.3K
$29.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
686+ 26.63% |
$330K - $369K
|
3.26K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
686+ 2.41% |
$330K - $369K
|
29.2K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
685+ 2.85% |
$330K - $369K
|
24.7K
$13.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
683+ 6.92% |
$329K - $368K
|
10.6K
$5.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
683+ 555.28% |
$329K - $368K
|
806
$448K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
681+ 1.92% |
$328K - $366K
|
36.2K
$20.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
678+ 24.73% |
$326K - $365K
|
3.42K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
678New |
$326K - $365K
|
678
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
677+ 9.47% |
$326K - $364K
|
7.83K
$4.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
675+ 7.02% |
$325K - $363K
|
10.3K
$5.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
675+ 2.93% |
$325K - $363K
|
23.7K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
673+ 10.61% |
$324K - $362K
|
7.02K
$3.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
671New |
$323K - $361K
|
671
$373K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
671+ 8.67% |
$323K - $361K
|
8.41K
$4.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
670New |
$322K - $361K
|
670
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
667+ 7.51% |
$321K - $359K
|
9.55K
$5.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
662+ 1.95% |
$319K - $356K
|
34.6K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
657+ 11.3% |
$316K - $354K
|
6.47K
$3.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
652+ 0.31% |
$314K - $351K
|
208K
$116M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
652+ 23.79% |
$314K - $351K
|
3.39K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
651New |
$313K - $350K
|
651
$362K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
649+ 3.1% |
$312K - $349K
|
21.6K
$12M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
649New |
$312K - $349K
|
649
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
648New |
$312K - $349K
|
648
$360K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
646New |
$311K - $348K
|
646
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
646+ 0.4% |
$311K - $348K
|
164K
$91M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
646+ 0.4% |
$311K - $348K
|
164K
$91M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
642+ 11.88% |
$309K - $346K
|
6.05K
$3.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
642+ 1.87% |
$309K - $346K
|
35K
$19.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
641+ 82.28% |
$308K - $345K
|
1.42K
$790K
|