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 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-75- 0.18% |
$36.1K - $40.4K
|
41.8K
$21.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-75- 0.4% |
$36.1K - $40.4K
|
18.8K
$9.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-76- 10.4% |
$36.6K - $40.9K
|
655
$342K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-76- 0.83% |
$36.6K - $40.9K
|
9.03K
$4.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-78- 0.69% |
$37.5K - $42K
|
11.2K
$5.87M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-78- 2.27% |
$37.5K - $42K
|
3.35K
$1.75M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-80- 0.46% |
$38.5K - $43.1K
|
17.1K
$8.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-80- 6.86% |
$38.5K - $43.1K
|
1.09K
$568K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-80- 1.76% |
$38.5K - $43.1K
|
4.46K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-80- 0.49% |
$38.5K - $43.1K
|
16.1K
$8.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-80- 16.6% |
$38.5K - $43.1K
|
402
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-81- 26.05% |
$39K - $43.6K
|
230
$120K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-81- 0.08% |
$39K - $43.6K
|
98.3K
$51.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-81- 2.44% |
$39K - $43.6K
|
3.24K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-82- 0.26% |
$39.5K - $44.1K
|
31.1K
$16.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-84- 14.69% |
$40.4K - $45.2K
|
488
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-84- 1.43% |
$40.4K - $45.2K
|
5.81K
$3.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-86- 1.68% |
$41.4K - $46.3K
|
5.02K
$2.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-87- 3.71% |
$41.9K - $46.8K
|
2.26K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-89- 17.15% |
$42.8K - $47.9K
|
430
$225K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-90- 1.78% |
$43.3K - $48.4K
|
4.96K
$2.59M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-90- 16.36% |
$43.3K - $48.4K
|
460
$240K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-91- 0.22% |
$43.8K - $49K
|
41.3K
$21.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-92- 4.27% |
$44.3K - $49.5K
|
2.06K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-92- 3.25% |
$44.3K - $49.5K
|
2.74K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-92- 7.79% |
$44.3K - $49.5K
|
1.09K
$569K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-92- 5.11% |
$44.3K - $49.5K
|
1.71K
$893K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-93- 1.32% |
$44.8K - $50K
|
6.96K
$3.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-94- 0.26% |
$45.2K - $50.6K
|
35.8K
$18.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-94- 3.86% |
$45.2K - $50.6K
|
2.34K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-95- 4.34% |
$45.7K - $51.1K
|
2.09K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-99- 19.08% |
$47.6K - $53.3K
|
420
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-100- 3.52% |
$48.1K - $53.8K
|
2.74K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-101- 5.07% |
$48.6K - $54.4K
|
1.89K
$987K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-103- 2.23% |
$49.6K - $55.4K
|
4.52K
$2.36M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-104- 0.19% |
$50K - $56K
|
54.4K
$28.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-106- 9.81% |
$51K - $57K
|
975
$509K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-108- 5.94% |
$52K - $58.1K
|
1.71K
$893K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-113- 10.54% |
$54.4K - $60.8K
|
959
$501K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-113- 1.03% |
$54.4K - $60.8K
|
10.9K
$5.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-114- 3.52% |
$54.9K - $61.4K
|
3.13K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-114- 2.11% |
$54.9K - $61.4K
|
5.29K
$2.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-115- 0.5% |
$55.3K - $61.9K
|
22.9K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-117- 13.19% |
$56.3K - $63K
|
770
$402K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-117- 0.72% |
$56.3K - $63K
|
16.1K
$8.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-117- 1.2% |
$56.3K - $63K
|
9.6K
$5.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-117- 19.02% |
$56.3K - $63K
|
498
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-117- 7.6% |
$56.3K - $63K
|
1.42K
$743K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-119- 3.75% |
$57.3K - $64K
|
3.06K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-121- 4.88% |
$58.2K - $65.1K
|
2.36K
$1.23M
|