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 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
108+ 1.01% |
$52K - $58.1K
|
10.8K
$6.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
107+ 0.13% |
$51.5K - $57.6K
|
81.1K
$45.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
107+ 8.82% |
$51.5K - $57.6K
|
1.32K
$734K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
105+ 1.1% |
$50.5K - $56.5K
|
9.62K
$5.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
105+ 8.13% |
$50.5K - $56.5K
|
1.4K
$776K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
105+ 1.3% |
$50.5K - $56.5K
|
8.2K
$4.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
104+ 3.84% |
$50K - $56K
|
2.81K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
104+ 4.12% |
$50K - $56K
|
2.63K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
103+ 5.53% |
$49.6K - $55.4K
|
1.96K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
103+ 4.15% |
$49.6K - $55.4K
|
2.59K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
103+ 12.72% |
$49.6K - $55.4K
|
913
$508K
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
102+ 6.88% |
$49.1K - $54.9K
|
1.58K
$881K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
102+ 0.99% |
$49.1K - $54.9K
|
10.4K
$5.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
101+ 35.19% |
$48.6K - $54.4K
|
388
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
101+ 1.83% |
$48.6K - $54.4K
|
5.62K
$3.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
100+ 16.92% |
$48.1K - $53.8K
|
691
$384K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
100+ 14.73% |
$48.1K - $53.8K
|
779
$433K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100+ 70.42% |
$48.1K - $53.8K
|
242
$135K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
100+ 11.88% |
$48.1K - $53.8K
|
942
$524K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
100New |
$48.1K - $53.8K
|
100
$55.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
100+ 8.33% |
$48.1K - $53.8K
|
1.3K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
100New |
$48.1K - $53.8K
|
100
$55.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
99+ 0.53% |
$47.6K - $53.3K
|
18.9K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
98+ 0.68% |
$47.2K - $52.7K
|
14.5K
$8.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
98+ 3.43% |
$47.2K - $52.7K
|
2.95K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
98+ 2.69% |
$47.2K - $52.7K
|
3.74K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
98New |
$47.2K - $52.7K
|
98
$54.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97+ 1.0% |
$46.7K - $52.2K
|
9.81K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
96+ 4.57% |
$46.2K - $51.7K
|
2.2K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
95+ 26.03% |
$45.7K - $51.1K
|
460
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
95+ 1.77% |
$45.7K - $51.1K
|
5.47K
$3.04M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
95+ 0.98% |
$45.7K - $51.1K
|
9.76K
$5.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
92+ 6.57% |
$44.3K - $49.5K
|
1.49K
$830K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
92+ 17.01% |
$44.3K - $49.5K
|
633
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
91+ 0.26% |
$43.8K - $49K
|
35.3K
$19.6M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
90+ 1.52% |
$43.3K - $48.4K
|
6.02K
$3.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
90+ 0.74% |
$43.3K - $48.4K
|
12.3K
$6.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
89+ 18.7% |
$42.8K - $47.9K
|
565
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
89+ 5.26% |
$42.8K - $47.9K
|
1.78K
$991K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
88+ 1.61% |
$42.3K - $47.4K
|
5.56K
$3.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
88+ 3.85% |
$42.3K - $47.4K
|
2.38K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
88+ 1.67% |
$42.3K - $47.4K
|
5.36K
$2.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
87+ 0.82% |
$41.9K - $46.8K
|
10.7K
$5.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
87+ 6.79% |
$41.9K - $46.8K
|
1.37K
$761K
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
87+ 0.41% |
$41.9K - $46.8K
|
21.5K
$11.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
86+ 9.02% |
$41.4K - $46.3K
|
1.04K
$578K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
86+ 4.13% |
$41.4K - $46.3K
|
2.17K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
85+ 0.45% |
$40.9K - $45.7K
|
19.1K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
85+ 0.39% |
$40.9K - $45.7K
|
21.7K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
85+ 2.08% |
$40.9K - $45.7K
|
4.18K
$2.32M
|