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 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-107- 5.31% |
$51.5K - $57.6K
|
1.91K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-108- 5.94% |
$52K - $58.1K
|
1.71K
$951K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-109- 1.83% |
$52.5K - $58.7K
|
5.86K
$3.26M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-110- 3.87% |
$52.9K - $59.2K
|
2.73K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-111- 21.26% |
$53.4K - $59.7K
|
411
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-112- 17.64% |
$53.9K - $60.3K
|
523
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-112- 0.85% |
$53.9K - $60.3K
|
13K
$7.25M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-113- 10.54% |
$54.4K - $60.8K
|
959
$533K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-113- 1.03% |
$54.4K - $60.8K
|
10.9K
$6.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-113- 6.92% |
$54.4K - $60.8K
|
1.52K
$846K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-114- 3.52% |
$54.9K - $61.4K
|
3.13K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-114- 2.11% |
$54.9K - $61.4K
|
5.29K
$2.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-114- 11.5% |
$54.9K - $61.4K
|
877
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-115- 0.5% |
$55.3K - $61.9K
|
22.9K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-115- 1.22% |
$55.3K - $61.9K
|
9.32K
$5.19M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-115- 7.53% |
$55.3K - $61.9K
|
1.41K
$785K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-116- 2.42% |
$55.8K - $62.4K
|
4.69K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-117- 13.19% |
$56.3K - $63K
|
770
$428K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-117- 0.72% |
$56.3K - $63K
|
16.1K
$8.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-117- 1.2% |
$56.3K - $63K
|
9.6K
$5.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-117- 19.02% |
$56.3K - $63K
|
498
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-117- 7.6% |
$56.3K - $63K
|
1.42K
$791K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-118- 0.95% |
$56.8K - $63.5K
|
12.3K
$6.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-118- 20.1% |
$56.8K - $63.5K
|
469
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-119- 3.75% |
$57.3K - $64K
|
3.06K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-120- 0.3% |
$57.7K - $64.6K
|
40.4K
$22.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-121- 4.88% |
$58.2K - $65.1K
|
2.36K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-121- 0.4% |
$58.2K - $65.1K
|
30.5K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-121- 0.78% |
$58.2K - $65.1K
|
15.4K
$8.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-122- 0.64% |
$58.7K - $65.7K
|
19K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-123- 2.77% |
$59.2K - $66.2K
|
4.32K
$2.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-127- 1.3% |
$61.1K - $68.3K
|
9.62K
$5.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-127- 21.49% |
$61.1K - $68.3K
|
464
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-128- 6.04% |
$61.6K - $68.9K
|
1.99K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-132- 5.82% |
$63.5K - $71K
|
2.14K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-136- 2.53% |
$65.4K - $73.2K
|
5.24K
$2.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-137- 13.2% |
$65.9K - $73.7K
|
901
$501K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-137- 0.95% |
$65.9K - $73.7K
|
14.3K
$7.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-137- 8.63% |
$65.9K - $73.7K
|
1.45K
$807K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-137- 0.96% |
$65.9K - $73.7K
|
14.1K
$7.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-137- 1.1% |
$65.9K - $73.7K
|
12.3K
$6.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-137- 14.94% |
$65.9K - $73.7K
|
780
$434K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-137- 8.3% |
$65.9K - $73.7K
|
1.51K
$842K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-138- 4.51% |
$66.4K - $74.3K
|
2.92K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-138- 2.04% |
$66.4K - $74.3K
|
6.64K
$3.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-138- 3.73% |
$66.4K - $74.3K
|
3.56K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-139- 9.09% |
$66.9K - $74.8K
|
1.39K
$773K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-140- 7.21% |
$67.4K - $75.3K
|
1.8K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-141- 0.55% |
$67.9K - $75.9K
|
25.3K
$14.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-143- 1.12% |
$68.8K - $77K
|
12.6K
$7.02M
|