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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.59K+ 3.59% |
$2.69M - $3.01M
|
161K
$84.3M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
5.46K+ 94.67% |
$2.63M - $2.94M
|
11.2K
$5.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.43K+ 323.85% |
$2.61M - $2.92M
|
7.11K
$3.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.34K+ 8.1% |
$2.57M - $2.87M
|
71.2K
$37.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.12K+ 26.07% |
$2.46M - $2.76M
|
24.8K
$12.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.11K+ 57.99% |
$2.46M - $2.75M
|
13.9K
$7.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
5.04KNew |
$2.43M - $2.71M
|
5.04K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.99K+ 14.96% |
$2.4M - $2.68M
|
38.3K
$20M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
4.98KNew |
$2.4M - $2.68M
|
4.98K
$2.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.87KNew |
$2.34M - $2.62M
|
4.87K
$2.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.75K+ 2.79% |
$2.29M - $2.56M
|
175K
$91.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
4.75KNew |
$2.29M - $2.56M
|
4.75K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.74K+ 8.17% |
$2.28M - $2.55M
|
62.7K
$32.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
4.73K+ 43.82% |
$2.28M - $2.55M
|
15.5K
$8.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.68K+ 23.79% |
$2.25M - $2.52M
|
24.4K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
4.65KNew |
$2.24M - $2.5M
|
4.65K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.54K+ 30.34% |
$2.18M - $2.44M
|
19.5K
$10.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
4.53KNew |
$2.18M - $2.44M
|
4.53K
$2.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
4.42K+ 22.54% |
$2.13M - $2.38M
|
24K
$12.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.35K+ 13.91% |
$2.09M - $2.34M
|
35.6K
$18.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.29KNew |
$2.06M - $2.31M
|
4.29K
$2.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.25K+ 101.29% |
$2.04M - $2.28M
|
8.44K
$4.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.2K+ 93.21% |
$2.02M - $2.26M
|
8.71K
$4.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
4.16KNew |
$2M - $2.24M
|
4.16K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.11K+ 11.98% |
$1.98M - $2.21M
|
38.5K
$20.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
3.95K+ 10.93% |
$1.9M - $2.12M
|
40K
$20.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.94K+ 3.31% |
$1.9M - $2.12M
|
123K
$64.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
3.86KNew |
$1.86M - $2.08M
|
3.86K
$2.01M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
3.82K+ 7.3% |
$1.84M - $2.06M
|
56.2K
$29.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.81K+ 5.18% |
$1.83M - $2.05M
|
77.3K
$40.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
3.74K+ 5.43% |
$1.8M - $2.01M
|
72.6K
$37.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.73K+ 126.61% |
$1.79M - $2.01M
|
6.67K
$3.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
3.73KNew |
$1.79M - $2M
|
3.73K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.7K+ 20.17% |
$1.78M - $1.99M
|
22K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.69K+ 9.75% |
$1.77M - $1.98M
|
41.5K
$21.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
3.68K+ 14.37% |
$1.77M - $1.98M
|
29.3K
$15.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.67K+ 10.96% |
$1.77M - $1.98M
|
37.2K
$19.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.6KNew |
$1.73M - $1.94M
|
3.6K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.6K+ 1.93% |
$1.73M - $1.94M
|
190K
$99.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.58KNew |
$1.72M - $1.93M
|
3.58K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.52K+ 7.82% |
$1.69M - $1.89M
|
48.5K
$25.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.48K+ 5.65% |
$1.67M - $1.87M
|
65.1K
$34M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
3.45KNew |
$1.66M - $1.86M
|
3.45K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.39K+ 27.48% |
$1.63M - $1.82M
|
15.7K
$8.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.39K+ 8.67% |
$1.63M - $1.82M
|
42.5K
$22.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
3.38K+ 3.69% |
$1.63M - $1.82M
|
95K
$49.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.38K+ 2.52% |
$1.63M - $1.82M
|
138K
$71.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.35K+ 487.19% |
$1.61M - $1.8M
|
4.03K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.29K+ 14.48% |
$1.58M - $1.77M
|
26K
$13.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
3.28KNew |
$1.58M - $1.76M
|
3.28K
$1.71M
|