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 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-21- 0.16% |
$10.1K - $11.3K
|
13.5K
$7.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-21- 4.27% |
$10.1K - $11.3K
|
471
$249K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-22- 3.74% |
$10.6K - $11.8K
|
567
$300K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-22- 0.97% |
$10.6K - $11.8K
|
2.24K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-22- 1.57% |
$10.6K - $11.8K
|
1.38K
$727K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-22- 5.51% |
$10.6K - $11.8K
|
377
$199K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-23- 0.91% |
$11.1K - $12.4K
|
2.5K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-23- 2.97% |
$11.1K - $12.4K
|
751
$397K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-24- 1.84% |
$11.5K - $12.9K
|
1.28K
$675K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-24- 0.18% |
$11.5K - $12.9K
|
13.2K
$6.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-25- 0.33% |
$12K - $13.5K
|
7.57K
$4M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-25- 1.06% |
$12K - $13.5K
|
2.33K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-25- 0.99% |
$12K - $13.5K
|
2.5K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-25- 0.84% |
$12K - $13.5K
|
2.97K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-25- 4.24% |
$12K - $13.5K
|
565
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-25- 1.87% |
$12K - $13.5K
|
1.31K
$692K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-26- 0.54% |
$12.5K - $14K
|
4.77K
$2.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-26- 1.03% |
$12.5K - $14K
|
2.51K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-26- 1.24% |
$12.5K - $14K
|
2.08K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-26- 0.56% |
$12.5K - $14K
|
4.62K
$2.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-27- 2.0% |
$13K - $14.5K
|
1.32K
$697K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-27- 3.49% |
$13K - $14.5K
|
746
$394K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-27- 1.46% |
$13K - $14.5K
|
1.83K
$966K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-28- 2.48% |
$13.5K - $15.1K
|
1.1K
$581K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-28- 1.13% |
$13.5K - $15.1K
|
2.46K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-28- 3.33% |
$13.5K - $15.1K
|
813
$430K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-29- 2.41% |
$14K - $15.6K
|
1.18K
$621K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-29- 0.89% |
$14K - $15.6K
|
3.24K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-30- 5.66% |
$14.4K - $16.1K
|
500
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-30- 3.05% |
$14.4K - $16.1K
|
955
$505K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-30- 1.75% |
$14.4K - $16.1K
|
1.69K
$892K
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-30- 1.82% |
$14.4K - $16.1K
|
1.62K
$857K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-31- 1.72% |
$14.9K - $16.7K
|
1.78K
$938K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-31- 4.2% |
$14.9K - $16.7K
|
707
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-31- 0.32% |
$14.9K - $16.7K
|
9.71K
$5.13M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-31- 2.3% |
$14.9K - $16.7K
|
1.32K
$697K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-32- 1.78% |
$15.4K - $17.2K
|
1.77K
$932K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-32- 0.85% |
$15.4K - $17.2K
|
3.73K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-32- 0.93% |
$15.4K - $17.2K
|
3.39K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-32- 1.99% |
$15.4K - $17.2K
|
1.58K
$835K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-33- 4.18% |
$15.9K - $17.8K
|
756
$399K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-33- 3.54% |
$15.9K - $17.8K
|
899
$475K
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-33- 1.79% |
$15.9K - $17.8K
|
1.81K
$955K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-34- 1.33% |
$16.4K - $18.3K
|
2.52K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-34- 2.13% |
$16.4K - $18.3K
|
1.56K
$825K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-34- 5.54% |
$16.4K - $18.3K
|
580
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-34- 0.27% |
$16.4K - $18.3K
|
12.6K
$6.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-34- 2.54% |
$16.4K - $18.3K
|
1.3K
$689K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-34- 0.78% |
$16.4K - $18.3K
|
4.34K
$2.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-35- 1.62% |
$16.8K - $18.8K
|
2.12K
$1.12M
|