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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.73K+ 10.52% |
$833K - $932K
|
18.2K
$9.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
1.73K+ 11.5% |
$831K - $929K
|
16.7K
$8.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.71K+ 4.2% |
$824K - $921K
|
42.5K
$22.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 22.7% |
$816K - $912K
|
9.16K
$4.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 32.56% |
$813K - $910K
|
6.88K
$3.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.65K+ 38.42% |
$793K - $887K
|
5.94K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.64K+ 5.18% |
$788K - $882K
|
33.3K
$17.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.56K+ 6.13% |
$751K - $840K
|
27K
$14.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.56K+ 17.38% |
$749K - $838K
|
10.5K
$5.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.56K+ 6.47% |
$749K - $837K
|
25.6K
$13.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.5K+ 2.42% |
$721K - $807K
|
63.5K
$33.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.49K+ 16.17% |
$718K - $803K
|
10.7K
$5.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.48KNew |
$713K - $798K
|
1.48K
$774K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.47K+ 52.95% |
$708K - $792K
|
4.25K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.46K+ 11.31% |
$705K - $788K
|
14.4K
$7.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.46K+ 154.93% |
$703K - $786K
|
2.4K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
1.46K+ 13.79% |
$700K - $783K
|
12K
$6.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
1.45KNew |
$698K - $781K
|
1.45K
$758K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.44K+ 1.93% |
$692K - $773K
|
76.1K
$39.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
1.43K+ 3.15% |
$686K - $767K
|
46.7K
$24.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.38KNew |
$665K - $743K
|
1.38K
$721K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.36K+ 2.81% |
$654K - $731K
|
49.8K
$26M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.36K+ 6.86% |
$653K - $731K
|
21.2K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 71.48% |
$653K - $730K
|
3.25K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.33KNew |
$641K - $716K
|
1.33K
$695K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.33K+ 9.51% |
$640K - $716K
|
15.3K
$8M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 7.12% |
$637K - $712K
|
19.9K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.31KNew |
$632K - $707K
|
1.31K
$686K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.3K+ 8.86% |
$628K - $702K
|
16K
$8.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.3K+ 83.59% |
$625K - $699K
|
2.85K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.27K+ 39.32% |
$612K - $685K
|
4.51K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.27K+ 289.93% |
$610K - $682K
|
1.7K
$890K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.26KNew |
$605K - $677K
|
1.26K
$657K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.25K+ 9.57% |
$603K - $674K
|
14.3K
$7.49M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.24KNew |
$599K - $669K
|
1.24K
$650K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.24K+ 10.96% |
$599K - $669K
|
12.6K
$6.58M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
1.23KNew |
$593K - $664K
|
1.23K
$644K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.23KNew |
$592K - $662K
|
1.23K
$643K
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
1.22KNew |
$588K - $658K
|
1.22K
$638K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.22K+ 8.51% |
$588K - $657K
|
15.6K
$8.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.22K+ 2.33% |
$587K - $657K
|
53.7K
$28M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.21K+ 16.55% |
$580K - $649K
|
8.49K
$4.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.2K+ 1.25% |
$575K - $643K
|
96.5K
$50.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.19K+ 34.45% |
$573K - $641K
|
4.65K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.18K+ 21.87% |
$567K - $634K
|
6.57K
$3.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.17K+ 39.78% |
$563K - $629K
|
4.11K
$2.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.16K+ 15.95% |
$560K - $626K
|
8.46K
$4.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.14K+ 1.4% |
$548K - $613K
|
82.2K
$42.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.14K+ 18.0% |
$547K - $612K
|
7.45K
$3.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.13KNew |
$542K - $607K
|
1.13K
$589K
|