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 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
312+ 2.19% |
$150K - $168K
|
14.6K
$8.1M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
312+ 6.48% |
$150K - $168K
|
5.13K
$2.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
311+ 4.67% |
$150K - $167K
|
6.97K
$3.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
309+ 8.04% |
$149K - $166K
|
4.15K
$2.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
308+ 25.6% |
$148K - $166K
|
1.51K
$840K
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
308+ 1.6% |
$148K - $166K
|
19.5K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
303+ 40.95% |
$146K - $163K
|
1.04K
$580K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
302+ 3.6% |
$145K - $163K
|
8.69K
$4.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
301+ 1.04% |
$145K - $162K
|
29.3K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
300+ 0.46% |
$144K - $161K
|
66.2K
$36.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
297+ 2.73% |
$143K - $160K
|
11.2K
$6.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
292+ 0.73% |
$141K - $157K
|
40.3K
$22.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
288+ 2.82% |
$139K - $155K
|
10.5K
$5.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
286+ 2.09% |
$138K - $154K
|
14K
$7.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
285New |
$137K - $153K
|
285
$159K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
284+ 61.08% |
$137K - $153K
|
749
$417K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
281+ 9.38% |
$135K - $151K
|
3.28K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
280+ 14.48% |
$135K - $151K
|
2.21K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
280+ 93.33% |
$135K - $151K
|
580
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
279+ 1.96% |
$134K - $150K
|
14.5K
$8.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
277+ 20.76% |
$133K - $149K
|
1.61K
$896K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
276+ 136.63% |
$133K - $149K
|
478
$266K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
276+ 6.73% |
$133K - $149K
|
4.38K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
275+ 1.49% |
$132K - $148K
|
18.8K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
270+ 4.01% |
$130K - $145K
|
7.01K
$3.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
270+ 26.81% |
$130K - $145K
|
1.28K
$710K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
270+ 5.3% |
$130K - $145K
|
5.37K
$2.98M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
268+ 11.2% |
$129K - $144K
|
2.66K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
267+ 7.39% |
$128K - $144K
|
3.88K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
265+ 36.35% |
$128K - $143K
|
994
$553K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
260+ 27.03% |
$125K - $140K
|
1.22K
$680K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
260+ 4.96% |
$125K - $140K
|
5.5K
$3.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
259+ 28.06% |
$125K - $139K
|
1.18K
$657K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
259+ 1.48% |
$125K - $139K
|
17.8K
$9.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
258+ 1.9% |
$124K - $139K
|
13.8K
$7.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
258+ 15.18% |
$124K - $139K
|
1.96K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
257+ 0.21% |
$124K - $138K
|
124K
$68.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
252New |
$121K - $136K
|
252
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
BUY
|
- |
250+ 5.08% |
$120K - $135K
|
5.17K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
248+ 2.82% |
$119K - $133K
|
9.04K
$5.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
247+ 12.47% |
$119K - $133K
|
2.23K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
246+ 1.11% |
$118K - $132K
|
22.4K
$12.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
246+ 43.69% |
$118K - $132K
|
809
$450K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
245+ 8.43% |
$118K - $132K
|
3.15K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
245+ 49.49% |
$118K - $132K
|
740
$412K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
244+ 17.78% |
$117K - $131K
|
1.62K
$899K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
244+ 0.96% |
$117K - $131K
|
25.6K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
243+ 2.3% |
$117K - $131K
|
10.8K
$6.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
242+ 45.83% |
$116K - $130K
|
770
$428K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
242+ 0.68% |
$116K - $130K
|
35.7K
$19.9M
|