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 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-240- 4.94% |
$115K - $129K
|
4.62K
$2.57M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-242- 13.26% |
$116K - $130K
|
1.58K
$881K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-242- 2.85% |
$116K - $130K
|
8.25K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-247- 1.66% |
$119K - $133K
|
14.6K
$8.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-250- 11.82% |
$120K - $135K
|
1.87K
$1.04M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-250- 0.63% |
$120K - $135K
|
39.3K
$21.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-251- 1.04% |
$121K - $135K
|
24K
$13.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-254- 0.9% |
$122K - $137K
|
27.9K
$15.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-259- 0.61% |
$125K - $139K
|
42.3K
$23.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-265- 1.1% |
$128K - $143K
|
23.8K
$13.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-266- 0.87% |
$128K - $143K
|
30.3K
$16.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-269- 0.7% |
$129K - $145K
|
38.1K
$21.2M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-269- 4.36% |
$129K - $145K
|
5.9K
$3.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-273- 28.35% |
$131K - $147K
|
690
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-274- 13.07% |
$132K - $147K
|
1.82K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-275- 22.92% |
$132K - $148K
|
925
$515K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-278- 2.36% |
$134K - $150K
|
11.5K
$6.39M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-278- 20.55% |
$134K - $150K
|
1.08K
$598K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-279- 0.38% |
$134K - $150K
|
72.2K
$40.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-279- 3.33% |
$134K - $150K
|
8.1K
$4.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-280- 17.51% |
$135K - $151K
|
1.32K
$734K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-285- 34.01% |
$137K - $153K
|
553
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-295- 9.7% |
$142K - $159K
|
2.75K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-295- 32.45% |
$142K - $159K
|
614
$342K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-296- 1.8% |
$142K - $159K
|
16.2K
$9M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-297- 1.7% |
$143K - $160K
|
17.1K
$9.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-298- 6.86% |
$143K - $160K
|
4.05K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-299- 4.42% |
$144K - $161K
|
6.47K
$3.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-299- 12.89% |
$144K - $161K
|
2.02K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-300- 2.72% |
$144K - $161K
|
10.7K
$5.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-300- 5.41% |
$144K - $161K
|
5.25K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-302- 1.37% |
$145K - $163K
|
21.7K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-303- 2.72% |
$146K - $163K
|
10.8K
$6.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-303- 1.71% |
$146K - $163K
|
17.4K
$9.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-303- 20.97% |
$146K - $163K
|
1.14K
$635K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-304- 2.67% |
$146K - $164K
|
11.1K
$6.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-304- 39.07% |
$146K - $164K
|
474
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-306- 1.0% |
$147K - $165K
|
30.3K
$16.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-306- 12.73% |
$147K - $165K
|
2.1K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-308- 4.02% |
$148K - $166K
|
7.35K
$4.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-317- 8.52% |
$153K - $171K
|
3.4K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-319- 2.53% |
$154K - $172K
|
12.3K
$6.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-319- 29.46% |
$154K - $172K
|
764
$425K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-320- 34.37% |
$154K - $172K
|
611
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-321- 35.12% |
$154K - $173K
|
593
$330K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-321- 1.86% |
$154K - $173K
|
16.9K
$9.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-322- 1.21% |
$155K - $173K
|
26.2K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-322- 1.07% |
$155K - $173K
|
29.7K
$16.5M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-322- 2.05% |
$155K - $173K
|
15.4K
$8.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-326- 6.46% |
$157K - $175K
|
4.72K
$2.62M
|