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 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-212- 7.22% |
$102K - $114K
|
2.72K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-217- 0.4% |
$104K - $117K
|
53.5K
$27.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-218- 19.95% |
$105K - $117K
|
875
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-218- 3.13% |
$105K - $117K
|
6.74K
$3.52M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-220- 2.4% |
$106K - $118K
|
8.96K
$4.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-222- 1.14% |
$107K - $119K
|
19.3K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-227- 2.19% |
$109K - $122K
|
10.1K
$5.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-231- 2.33% |
$111K - $124K
|
9.7K
$5.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-236- 1.71% |
$114K - $127K
|
13.6K
$7.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-240- 5.28% |
$115K - $129K
|
4.31K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-251- 1.04% |
$121K - $135K
|
24K
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-254- 0.9% |
$122K - $137K
|
27.9K
$14.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-259- 0.61% |
$125K - $139K
|
42.3K
$22.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-266- 0.87% |
$128K - $143K
|
30.3K
$15.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-273- 28.35% |
$131K - $147K
|
690
$360K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-278- 2.36% |
$134K - $150K
|
11.5K
$6M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-278- 20.55% |
$134K - $150K
|
1.08K
$561K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-279- 0.38% |
$134K - $150K
|
72.2K
$37.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-279- 3.33% |
$134K - $150K
|
8.1K
$4.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-280- 17.51% |
$135K - $151K
|
1.32K
$689K
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-295- 9.7% |
$142K - $159K
|
2.75K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-295- 32.45% |
$142K - $159K
|
614
$321K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-296- 1.8% |
$142K - $159K
|
16.2K
$8.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-299- 4.42% |
$144K - $161K
|
6.47K
$3.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-300- 2.72% |
$144K - $161K
|
10.7K
$5.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-303- 2.72% |
$146K - $163K
|
10.8K
$5.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-304- 2.67% |
$146K - $164K
|
11.1K
$5.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-306- 1.0% |
$147K - $165K
|
30.3K
$15.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-317- 8.52% |
$153K - $171K
|
3.4K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-319- 2.53% |
$154K - $172K
|
12.3K
$6.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-320- 34.37% |
$154K - $172K
|
611
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-321- 35.12% |
$154K - $173K
|
593
$310K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-321- 1.86% |
$154K - $173K
|
16.9K
$8.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-322- 1.21% |
$155K - $173K
|
26.2K
$13.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-322- 1.07% |
$155K - $173K
|
29.7K
$15.5M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-322- 2.05% |
$155K - $173K
|
15.4K
$8.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-327- 35.05% |
$157K - $176K
|
606
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-331- 42.99% |
$159K - $178K
|
439
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-344- 2.69% |
$166K - $185K
|
12.4K
$6.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-344- 1.06% |
$166K - $185K
|
32K
$16.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-345- 1.03% |
$166K - $186K
|
33.1K
$17.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-353- 20.24% |
$170K - $190K
|
1.39K
$727K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-355- 11.39% |
$171K - $191K
|
2.76K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-355- 4.57% |
$171K - $191K
|
7.42K
$3.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-360- 16.17% |
$173K - $194K
|
1.87K
$975K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-363- 3.03% |
$175K - $195K
|
11.6K
$6.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-363- 1.34% |
$175K - $195K
|
26.7K
$13.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-363- 5.73% |
$175K - $195K
|
5.98K
$3.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-369- 1.61% |
$178K - $199K
|
22.5K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-388- 21.39% |
$187K - $209K
|
1.43K
$745K
|