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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-404- 12.6% |
$194K - $217K
|
2.8K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-405- 1.08% |
$195K - $218K
|
37.2K
$19.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-406- 0.45% |
$195K - $218K
|
89.4K
$47.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-408- 1.56% |
$196K - $220K
|
25.7K
$13.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-409- 1.64% |
$197K - $220K
|
24.5K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-413- 4.0% |
$199K - $222K
|
9.92K
$5.24M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-413- 17.3% |
$199K - $222K
|
1.97K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-424- 0.76% |
$204K - $228K
|
55.5K
$29.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-426- 3.8% |
$205K - $229K
|
10.8K
$5.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-430- 20.66% |
$207K - $231K
|
1.65K
$872K
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-430- 49.71% |
$207K - $231K
|
435
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-439- 1.17% |
$211K - $236K
|
37.2K
$19.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-440- 2.54% |
$212K - $237K
|
16.9K
$8.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-445- 29.89% |
$214K - $239K
|
1.04K
$552K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-446- 30.24% |
$215K - $240K
|
1.03K
$544K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-448- 1.18% |
$216K - $241K
|
37.4K
$19.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-450- 4.04% |
$217K - $242K
|
10.7K
$5.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-453- 1.58% |
$218K - $244K
|
28.3K
$14.9M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-454- 9.13% |
$218K - $244K
|
4.52K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-457- 4.5% |
$220K - $246K
|
9.69K
$5.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-469- 4.12% |
$226K - $252K
|
10.9K
$5.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-470- 47.81% |
$226K - $253K
|
513
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-470- 7.51% |
$226K - $253K
|
5.79K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-471- 28.68% |
$227K - $253K
|
1.17K
$619K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-474- 2.92% |
$228K - $255K
|
15.7K
$8.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-475- 0.2% |
$229K - $256K
|
237K
$125M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-482- 2.14% |
$232K - $259K
|
22.1K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-487- 14.88% |
$234K - $262K
|
2.79K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-490- 19.13% |
$236K - $264K
|
2.07K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-490- 19.13% |
$236K - $264K
|
2.07K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-495- 8.43% |
$238K - $266K
|
5.37K
$2.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-496- 2.34% |
$239K - $267K
|
20.7K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-497- 11.42% |
$239K - $267K
|
3.86K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-499- 23.8% |
$240K - $269K
|
1.6K
$844K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-500- 14.35% |
$241K - $269K
|
2.98K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-500- 44.72% |
$241K - $269K
|
618
$326K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-502- 1.54% |
$242K - $270K
|
32.1K
$16.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-503- 1.35% |
$242K - $271K
|
36.8K
$19.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-508- 44.37% |
$244K - $273K
|
637
$337K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-515- 3.25% |
$248K - $277K
|
15.4K
$8.11M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-525- 0.46% |
$253K - $283K
|
113K
$59.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-525- 8.18% |
$253K - $283K
|
5.89K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-535- 2.54% |
$257K - $288K
|
20.5K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-540- 3.04% |
$260K - $291K
|
17.2K
$9.09M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-542- 18.28% |
$261K - $292K
|
2.42K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-544- 1.51% |
$262K - $293K
|
35.4K
$18.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-547- 3.6% |
$263K - $294K
|
14.6K
$7.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
SELL
|
- |
-548- 3.12% |
$264K - $295K
|
17K
$8.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-556- 1.32% |
$268K - $299K
|
41.6K
$22M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-569- 1.5% |
$274K - $306K
|
37.4K
$19.7M
|