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
|
Seneca House Advisors
|
SELL
|
- |
-122- 0.64% |
$58.7K - $65.7K
|
19K
$9.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-127- 1.3% |
$61.1K - $68.3K
|
9.62K
$5.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-128- 6.04% |
$61.6K - $68.9K
|
1.99K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-137- 13.2% |
$65.9K - $73.7K
|
901
$471K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-137- 0.95% |
$65.9K - $73.7K
|
14.3K
$7.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-138- 4.51% |
$66.4K - $74.3K
|
2.92K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-141- 0.55% |
$67.9K - $75.9K
|
25.3K
$13.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-143- 1.12% |
$68.8K - $77K
|
12.6K
$6.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-146- 0.6% |
$70.3K - $78.6K
|
24.3K
$12.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-146- 18.6% |
$70.3K - $78.6K
|
639
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-147- 6.8% |
$70.7K - $79.1K
|
2.02K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-148- 3.47% |
$71.2K - $79.6K
|
4.12K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-150- 0.16% |
$72.2K - $80.7K
|
90.9K
$47.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-150- 3.38% |
$72.2K - $80.7K
|
4.29K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-150- 2.39% |
$72.2K - $80.7K
|
6.12K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-152- 2.81% |
$73.1K - $81.8K
|
5.26K
$2.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-153- 3.03% |
$73.6K - $82.3K
|
4.9K
$2.56M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-155- 8.73% |
$74.6K - $83.4K
|
1.62K
$846K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-155- 6.53% |
$74.6K - $83.4K
|
2.22K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-155- 9.88% |
$74.6K - $83.4K
|
1.41K
$739K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-156- 2.92% |
$75.1K - $84K
|
5.2K
$2.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-157- 1.27% |
$75.6K - $84.5K
|
12.2K
$6.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-157- 17.05% |
$75.6K - $84.5K
|
764
$399K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-157- 1.41% |
$75.6K - $84.5K
|
11K
$5.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-162- 4.91% |
$78K - $87.2K
|
3.14K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-163- 2.85% |
$78.4K - $87.7K
|
5.56K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-165- 7.88% |
$79.4K - $88.8K
|
1.93K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-172- 1.02% |
$82.8K - $92.6K
|
16.8K
$8.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-175- 3.57% |
$84.2K - $94.2K
|
4.73K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-175- 2.66% |
$84.2K - $94.2K
|
6.4K
$3.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-177- 7.91% |
$85.2K - $95.3K
|
2.06K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-177- 8.9% |
$85.2K - $95.3K
|
1.81K
$946K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-184- 4.65% |
$88.5K - $99K
|
3.77K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-186- 5.96% |
$89.5K - $100K
|
2.93K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-189- 11.47% |
$91K - $102K
|
1.46K
$762K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-189- 0.48% |
$91K - $102K
|
39.2K
$20.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-191- 1.95% |
$91.9K - $103K
|
9.63K
$5.03M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-196- 5.82% |
$94.3K - $105K
|
3.17K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-197- 0.12% |
$94.8K - $106K
|
164K
$85.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-199- 1.54% |
$95.8K - $107K
|
12.7K
$6.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-199- 15.32% |
$95.8K - $107K
|
1.1K
$575K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-202- 0.25% |
$97.2K - $109K
|
80.6K
$42.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-203- 6.31% |
$97.7K - $109K
|
3.02K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-204- 3.11% |
$98.2K - $110K
|
6.35K
$3.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-204- 5.71% |
$98.2K - $110K
|
3.37K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-206- 8.14% |
$99.1K - $111K
|
2.33K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-207- 1.59% |
$99.6K - $111K
|
12.8K
$6.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-208- 3.97% |
$100K - $112K
|
5.03K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-209- 0.76% |
$101K - $112K
|
27.4K
$14.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-210- 27.6% |
$101K - $113K
|
551
$288K
|