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 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5.62K+ 71.03% |
$2.71M - $3.03M
|
13.5K
$7.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.59K+ 3.59% |
$2.69M - $3.01M
|
161K
$84.4M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
5.46K+ 94.67% |
$2.63M - $2.94M
|
11.2K
$5.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.43K+ 323.85% |
$2.61M - $2.92M
|
7.11K
$3.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.34K+ 8.1% |
$2.57M - $2.87M
|
71.2K
$37.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
5.29KNew |
$2.54M - $2.85M
|
5.29K
$2.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.17KNew |
$2.49M - $2.78M
|
5.17K
$2.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.12K+ 26.07% |
$2.46M - $2.76M
|
24.8K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.11K+ 57.99% |
$2.46M - $2.75M
|
13.9K
$7.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
5.04KNew |
$2.43M - $2.71M
|
5.04K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
5K+ 0.56% |
$2.41M - $2.69M
|
893K
$467M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.99K+ 14.96% |
$2.4M - $2.68M
|
38.3K
$20.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
4.98KNew |
$2.4M - $2.68M
|
4.98K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.87KNew |
$2.34M - $2.62M
|
4.87K
$2.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.86KNew |
$2.34M - $2.61M
|
4.86K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.8K+ 5.05% |
$2.31M - $2.58M
|
100K
$52.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.75K+ 2.79% |
$2.29M - $2.56M
|
175K
$91.6M
|
|
|
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
$8.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
4.71KNew |
$2.27M - $2.53M
|
4.71K
$2.46M
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.55KNew |
$2.19M - $2.45M
|
4.55K
$2.38M
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
4.44KNew |
$2.13M - $2.39M
|
4.44K
$2.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
4.42K+ 22.54% |
$2.13M - $2.38M
|
24K
$12.6M
|
|
|
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
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.11K+ 11.98% |
$1.98M - $2.21M
|
38.5K
$20.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.04K+ 0.68% |
$1.94M - $2.17M
|
598K
$313M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.02K+ 5.63% |
$1.93M - $2.16M
|
75.4K
$39.4M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4K+ 29.78% |
$1.93M - $2.15M
|
17.4K
$9.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
3.97KNew |
$1.91M - $2.14M
|
3.97K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
3.96K+ 12.65% |
$1.9M - $2.13M
|
35.2K
$18.4M
|
|
|
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
$64.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
3.89K+ 23.2% |
$1.87M - $2.09M
|
20.6K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.87K+ 57.71% |
$1.86M - $2.08M
|
10.6K
$5.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
3.86KNew |
$1.86M - $2.08M
|
3.86K
$2.02M
|
|
|
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
$38M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.73K+ 126.61% |
$1.79M - $2.01M
|
6.67K
$3.49M
|
|
|
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
|