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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.1K+ 2.9% |
$6.31M - $7.05M
|
464K
$243M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
13.1K+ 34.84% |
$6.3M - $7.05M
|
50.7K
$26.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
13KNew |
$6.28M - $7.02M
|
13K
$6.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
12.5KNew |
$6.02M - $6.73M
|
12.5K
$6.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
12.4KNew |
$5.95M - $6.65M
|
12.4K
$6.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.4KNew |
$5.95M - $6.65M
|
12.4K
$6.45M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.2K+ 18.51% |
$5.89M - $6.59M
|
78.4K
$40.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
12.1KNew |
$5.83M - $6.52M
|
12.1K
$6.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12K+ 206.93% |
$5.76M - $6.44M
|
17.8K
$9.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
11.7KNew |
$5.63M - $6.3M
|
11.7K
$6.11M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
11.5K+ 2573.88% |
$5.55M - $6.21M
|
12K
$6.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.5K+ 17.14% |
$5.54M - $6.19M
|
78.6K
$41.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
11.4K+ 17.78% |
$5.5M - $6.15M
|
75.8K
$39.6M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
11.4K+ 105.88% |
$5.47M - $6.11M
|
22.1K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.8KNew |
$5.19M - $5.81M
|
10.8K
$5.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
10.6K+ 36.69% |
$5.11M - $5.72M
|
39.6K
$20.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
10.6KNew |
$5.1M - $5.7M
|
10.6K
$5.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10.3KNew |
$4.96M - $5.55M
|
10.3K
$5.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.3K+ 2781.3% |
$4.94M - $5.52M
|
10.6K
$5.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
10.1KNew |
$4.86M - $5.43M
|
10.1K
$5.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9.77KNew |
$4.7M - $5.26M
|
9.77K
$5.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
9.61KNew |
$4.63M - $5.17M
|
9.61K
$5.02M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9.54K+ 5417.61% |
$4.59M - $5.13M
|
9.71K
$5.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
9.53KNew |
$4.58M - $5.13M
|
9.53K
$4.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.13K+ 30.17% |
$4.39M - $4.91M
|
39.4K
$20.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.97K+ 46.24% |
$4.32M - $4.83M
|
28.4K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.8K+ 68.34% |
$4.23M - $4.74M
|
21.7K
$11.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
8.68K+ 2.1% |
$4.17M - $4.67M
|
421K
$220M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
8.1KNew |
$3.9M - $4.36M
|
8.1K
$4.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
8.03K+ 636.29% |
$3.86M - $4.32M
|
9.29K
$4.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7.74K+ 139.71% |
$3.72M - $4.16M
|
13.3K
$6.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.66K+ 107.28% |
$3.69M - $4.12M
|
14.8K
$7.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
7.46K+ 96.1% |
$3.59M - $4.01M
|
15.2K
$7.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.44K+ 34.44% |
$3.58M - $4M
|
29K
$15.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
6.86K+ 137.45% |
$3.3M - $3.69M
|
11.9K
$6.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
6.85K+ 66.02% |
$3.29M - $3.68M
|
17.2K
$8.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.69K+ 0.64% |
$3.22M - $3.6M
|
1.06M
$552M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6.59K+ 111.16% |
$3.17M - $3.54M
|
12.5K
$6.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
6.53K+ 22.26% |
$3.14M - $3.52M
|
35.9K
$18.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
6.52K+ 2.89% |
$3.14M - $3.51M
|
232K
$121M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
6.52K+ 16.8% |
$3.14M - $3.51M
|
45.3K
$23.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
6.43KNew |
$3.1M - $3.46M
|
6.43K
$3.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6.39K+ 2.4% |
$3.07M - $3.44M
|
273K
$142M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
6.3K+ 2.1% |
$3.03M - $3.39M
|
307K
$160M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.19KNew |
$2.98M - $3.33M
|
6.19K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.16K+ 3.95% |
$2.97M - $3.32M
|
162K
$84.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6.12K+ 3803.73% |
$2.95M - $3.3M
|
6.29K
$3.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
5.75KNew |
$2.77M - $3.1M
|
5.75K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
5.75KNew |
$2.77M - $3.1M
|
5.75K
$3M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5.62K+ 71.03% |
$2.71M - $3.03M
|
13.5K
$7.07M
|