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 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
42+ 2.45% |
$20.2K - $22.6K
|
1.76K
$978K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
42+ 2.52% |
$20.2K - $22.6K
|
1.71K
$951K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
41+ 7.4% |
$19.7K - $22.1K
|
595
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
41+ 1.91% |
$19.7K - $22.1K
|
2.19K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
40+ 0.03% |
$19.2K - $21.5K
|
122K
$67.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
40+ 3.63% |
$19.2K - $21.5K
|
1.14K
$635K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
40+ 0.6% |
$19.2K - $21.5K
|
6.73K
$3.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
40+ 0.06% |
$19.2K - $21.5K
|
67.6K
$37.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
40+ 111.11% |
$19.2K - $21.5K
|
76
$42.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
40+ 4.04% |
$19.2K - $21.5K
|
1.03K
$573K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
40New |
$19.2K - $21.5K
|
40
$22.2K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
40+ 2.01% |
$19.2K - $21.5K
|
2.03K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
39+ 1.34% |
$18.8K - $21K
|
2.94K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
39+ 0.8% |
$18.8K - $21K
|
4.93K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
39+ 1.45% |
$18.8K - $21K
|
2.73K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
38+ 9.69% |
$18.3K - $20.5K
|
430
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
38+ 1.6% |
$18.3K - $20.5K
|
2.42K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
38+ 5.74% |
$18.3K - $20.5K
|
700
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
37+ 1.14% |
$17.8K - $19.9K
|
3.27K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
37+ 0.44% |
$17.8K - $19.9K
|
8.42K
$4.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
37+ 6.08% |
$17.8K - $19.9K
|
646
$359K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
37+ 5.96% |
$17.8K - $19.9K
|
658
$366K
|
|
|
May 07, 2025
Q4 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
37+ 7.74% |
$17.8K - $19.9K
|
515
$286K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
36+ 0.24% |
$17.3K - $19.4K
|
15K
$8.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
36+ 1.21% |
$17.3K - $19.4K
|
3.01K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
36+ 1.53% |
$17.3K - $19.4K
|
2.39K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 3.05% |
$17.3K - $19.4K
|
1.22K
$676K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36+ 1.08% |
$17.3K - $19.4K
|
3.38K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
36+ 11.46% |
$17.3K - $19.4K
|
350
$195K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
36+ 276.92% |
$17.3K - $19.4K
|
49
$27.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
36+ 2.57% |
$17.3K - $19.4K
|
1.44K
$799K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
36+ 0.96% |
$17.3K - $19.4K
|
3.79K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
35+ 1.65% |
$16.8K - $18.8K
|
2.16K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
35+ 7.04% |
$16.8K - $18.8K
|
532
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
35+ 4.38% |
$16.8K - $18.8K
|
835
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
35+ 0.3% |
$16.8K - $18.8K
|
11.9K
$6.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
34+ 1.61% |
$16.4K - $18.3K
|
2.14K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
34+ 3.44% |
$16.4K - $18.3K
|
1.02K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
33+ 3.12% |
$15.9K - $17.8K
|
1.09K
$607K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
32+ 2.37% |
$15.4K - $17.2K
|
1.38K
$768K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
32+ 0.12% |
$15.4K - $17.2K
|
26.6K
$14.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
32+ 0.26% |
$15.4K - $17.2K
|
12.2K
$6.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
32+ 5.26% |
$15.4K - $17.2K
|
640
$356K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
32+ 1.07% |
$15.4K - $17.2K
|
3.03K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
32+ 0.95% |
$15.4K - $17.2K
|
3.41K
$1.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
31+ 2.33% |
$14.9K - $16.7K
|
1.36K
$758K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
31+ 1.69% |
$14.9K - $16.7K
|
1.86K
$1.04M
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
31+ 23.13% |
$14.9K - $16.7K
|
165
$91.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
30+ 2.82% |
$14.4K - $16.1K
|
1.09K
$607K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 0.53% |
$14.4K - $16.1K
|
5.74K
$3.19M
|