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 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
2.38K+ 5.45% |
$1.14M - $1.28M
|
46K
$24M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2.38KNew |
$1.14M - $1.28M
|
2.38K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2.37KNew |
$1.14M - $1.28M
|
2.37K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.35K+ 25.3% |
$1.13M - $1.27M
|
11.7K
$6.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.35K+ 2.56% |
$1.13M - $1.26M
|
93.9K
$49.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.33K+ 2.57% |
$1.12M - $1.26M
|
93.1K
$48.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.31K+ 9.0% |
$1.11M - $1.24M
|
28K
$14.6M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.31K+ 11.37% |
$1.11M - $1.24M
|
22.6K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.31K+ 1.88% |
$1.11M - $1.24M
|
125K
$65.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
2.26KNew |
$1.09M - $1.22M
|
2.26K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.25K+ 38.78% |
$1.08M - $1.21M
|
8.03K
$4.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.23K+ 0.74% |
$1.07M - $1.2M
|
304K
$159M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.22K+ 7.35% |
$1.07M - $1.2M
|
32.5K
$17M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.21K+ 106.82% |
$1.06M - $1.19M
|
4.28K
$2.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
2.2KNew |
$1.06M - $1.18M
|
2.2K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.19K+ 9.5% |
$1.05M - $1.18M
|
25.2K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.16K+ 3.94% |
$1.04M - $1.16M
|
56.9K
$29.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.12K+ 6.96% |
$1.02M - $1.14M
|
32.5K
$17M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.09KNew |
$1M - $1.12M
|
2.09K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.09KNew |
$1M - $1.12M
|
2.09K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.08K+ 54.85% |
$1M - $1.12M
|
5.87K
$3.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.06K+ 41.78% |
$991K - $1.11M
|
6.99K
$3.66M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.06K+ 159.61% |
$991K - $1.11M
|
3.35K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.06K+ 58.39% |
$989K - $1.11M
|
5.58K
$2.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.04K+ 42.34% |
$983K - $1.1M
|
6.87K
$3.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.01K+ 8.26% |
$966K - $1.08M
|
26.3K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2K+ 16.68% |
$962K - $1.08M
|
14K
$7.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.96K+ 32.58% |
$945K - $1.06M
|
7.99K
$4.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.95KNew |
$940K - $1.05M
|
1.95K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.92KNew |
$925K - $1.03M
|
1.92K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 38.18% |
$918K - $1.03M
|
6.9K
$3.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.85KNew |
$891K - $996K
|
1.85K
$968K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.85KNew |
$889K - $994K
|
1.85K
$966K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.84K+ 47.26% |
$885K - $990K
|
5.73K
$3M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.84K+ 34.73% |
$884K - $988K
|
7.12K
$3.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.82K+ 8.22% |
$878K - $982K
|
24K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.82K+ 14.99% |
$877K - $981K
|
14K
$7.31M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.79K+ 3.41% |
$863K - $965K
|
54.3K
$28.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
1.79K+ 154.45% |
$860K - $962K
|
2.94K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 0.21% |
$855K - $956K
|
828K
$433M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.77KNew |
$853K - $954K
|
1.77K
$927K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.76K+ 4.42% |
$846K - $947K
|
41.5K
$21.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.75K+ 0.63% |
$842K - $941K
|
279K
$146M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.74K+ 10.22% |
$839K - $938K
|
18.8K
$9.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.73K+ 10.52% |
$833K - $932K
|
18.2K
$9.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
1.73K+ 11.5% |
$831K - $929K
|
16.7K
$8.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.71K+ 4.2% |
$824K - $921K
|
42.5K
$22.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.7K+ 1.31% |
$819K - $916K
|
131K
$68.6M
|
|
|
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
$3.6M
|