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 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
202K+ 15676.28% |
$97M - $108M
|
203K
$108M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
107KNew |
$51.5M - $57.5M
|
107K
$56.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
92KNew |
$44.3M - $49.5M
|
92K
$48.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
77.9K+ 171.55% |
$37.5M - $41.9M
|
123K
$65.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
59.1K+ 360.84% |
$28.4M - $31.8M
|
75.5K
$40.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
BUY
|
- |
52.9KNew |
$25.5M - $28.5M
|
52.9K
$28.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
51.8K+ 34.33% |
$24.9M - $27.9M
|
203K
$108M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
49.7K+ 58.63% |
$23.9M - $26.7M
|
134K
$71.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
34.9KNew |
$16.8M - $18.8M
|
34.9K
$18.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30.6K+ 18.5% |
$14.7M - $16.5M
|
196K
$104M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
30.3KNew |
$14.6M - $16.3M
|
30.3K
$16.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
28.5KNew |
$13.7M - $15.3M
|
28.5K
$15.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
28.3KNew |
$13.6M - $15.2M
|
28.3K
$15M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
27.6K+ 8.65% |
$13.3M - $14.8M
|
347K
$184M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
26.8KNew |
$12.9M - $14.4M
|
26.8K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
25.7KNew |
$12.4M - $13.8M
|
25.7K
$13.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
24.5KNew |
$11.8M - $13.2M
|
24.5K
$13M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.4K+ 20.42% |
$11.8M - $13.2M
|
144K
$76.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
20.4K+ 41.8% |
$9.8M - $11M
|
69.1K
$36.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
19K+ 86.86% |
$9.16M - $10.2M
|
40.9K
$21.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
17.8KNew |
$8.58M - $9.6M
|
17.8K
$9.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.7K+ 41.24% |
$8.05M - $9.01M
|
57.3K
$30.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
14.8K+ 24.27% |
$7.14M - $7.98M
|
75.9K
$40.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
14.1K+ 76.94% |
$6.77M - $7.57M
|
32.4K
$17.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
13.8K+ 0.75% |
$6.63M - $7.41M
|
1.84M
$978M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.1K+ 2.9% |
$6.31M - $7.05M
|
464K
$247M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
13.1K+ 34.84% |
$6.3M - $7.05M
|
50.7K
$26.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
12.5KNew |
$6.02M - $6.73M
|
12.5K
$6.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
12.4KNew |
$5.95M - $6.65M
|
12.4K
$6.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.4KNew |
$5.95M - $6.65M
|
12.4K
$6.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
12.1KNew |
$5.83M - $6.52M
|
12.1K
$6.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12K+ 206.93% |
$5.76M - $6.44M
|
17.8K
$9.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
11.7KNew |
$5.63M - $6.3M
|
11.7K
$6.22M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
11.5K+ 2573.88% |
$5.55M - $6.21M
|
12K
$6.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.5K+ 17.14% |
$5.54M - $6.19M
|
78.6K
$41.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
11.4K+ 17.78% |
$5.5M - $6.15M
|
75.8K
$40.3M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
11.4K+ 105.88% |
$5.47M - $6.11M
|
22.1K
$11.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.8KNew |
$5.19M - $5.81M
|
10.8K
$5.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
10.6K+ 36.69% |
$5.11M - $5.72M
|
39.6K
$21M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
9.61KNew |
$4.63M - $5.17M
|
9.61K
$5.11M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9.54K+ 5417.61% |
$4.59M - $5.13M
|
9.71K
$5.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
8.68K+ 2.1% |
$4.17M - $4.67M
|
421K
$224M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
8.03K+ 636.29% |
$3.86M - $4.32M
|
9.29K
$4.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7.74K+ 139.71% |
$3.72M - $4.16M
|
13.3K
$7.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.44K+ 34.44% |
$3.58M - $4M
|
29K
$15.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
6.86K+ 137.45% |
$3.3M - $3.69M
|
11.9K
$6.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6.59K+ 111.16% |
$3.17M - $3.54M
|
12.5K
$6.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
6.53K+ 22.26% |
$3.14M - $3.52M
|
35.9K
$19.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
6.52K+ 2.89% |
$3.14M - $3.51M
|
232K
$123M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
6.52K+ 16.8% |
$3.14M - $3.51M
|
45.3K
$24.1M
|