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 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
812+ 11.44% |
$391K - $437K
|
7.91K
$4.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
810+ 18.85% |
$390K - $436K
|
5.11K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
800+ 7.12% |
$385K - $431K
|
12K
$6.29M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
793+ 19.86% |
$382K - $427K
|
4.79K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
793+ 5.73% |
$382K - $427K
|
14.6K
$7.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
763+ 32.01% |
$367K - $411K
|
3.15K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
743+ 10.17% |
$358K - $400K
|
8.05K
$4.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
738+ 2.53% |
$355K - $397K
|
29.9K
$15.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
730New |
$351K - $393K
|
730
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
722+ 6.68% |
$347K - $389K
|
11.5K
$6.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
710+ 1.87% |
$342K - $382K
|
38.7K
$20.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
708New |
$341K - $381K
|
708
$370K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
697+ 32.3% |
$335K - $375K
|
2.86K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
691+ 4.04% |
$333K - $372K
|
17.8K
$9.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
686+ 1.33% |
$330K - $369K
|
52.3K
$27.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
686+ 26.63% |
$330K - $369K
|
3.26K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
686+ 2.41% |
$330K - $369K
|
29.2K
$15.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
683+ 6.92% |
$329K - $368K
|
10.6K
$5.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
681+ 1.92% |
$328K - $366K
|
36.2K
$18.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
678+ 24.73% |
$326K - $365K
|
3.42K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
675+ 7.02% |
$325K - $363K
|
10.3K
$5.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
673+ 10.61% |
$324K - $362K
|
7.02K
$3.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
662+ 1.95% |
$319K - $356K
|
34.6K
$18.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
657+ 11.3% |
$316K - $354K
|
6.47K
$3.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
652+ 0.31% |
$314K - $351K
|
208K
$109M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
646New |
$311K - $348K
|
646
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
646+ 0.4% |
$311K - $348K
|
164K
$85.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
642+ 11.88% |
$309K - $346K
|
6.05K
$3.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
641+ 82.28% |
$308K - $345K
|
1.42K
$742K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
640+ 20.45% |
$308K - $344K
|
3.77K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
637+ 2.93% |
$307K - $343K
|
22.4K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
637+ 23.64% |
$307K - $343K
|
3.33K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
636+ 3.33% |
$306K - $342K
|
19.8K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
619New |
$298K - $333K
|
619
$323K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
606+ 9.04% |
$292K - $326K
|
7.31K
$3.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
605+ 3.19% |
$291K - $326K
|
19.6K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
605+ 19.84% |
$291K - $326K
|
3.66K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
603+ 7.37% |
$290K - $325K
|
8.79K
$4.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
598+ 0.91% |
$288K - $322K
|
66.6K
$34.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
597+ 34.65% |
$287K - $321K
|
2.32K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
596+ 9.71% |
$287K - $321K
|
6.74K
$3.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
592+ 20.55% |
$285K - $319K
|
3.47K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
591+ 1.11% |
$284K - $318K
|
53.8K
$28.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
589+ 1840.63% |
$283K - $317K
|
621
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
585+ 0.38% |
$282K - $315K
|
154K
$80.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
583+ 0.64% |
$281K - $314K
|
92K
$48M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
582+ 10.84% |
$280K - $313K
|
5.95K
$3.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
576+ 15.72% |
$277K - $310K
|
4.24K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
574+ 4.89% |
$276K - $309K
|
12.3K
$6.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
574+ 8.04% |
$276K - $309K
|
7.71K
$4.03M
|