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 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
56+ 11.76% |
$26.9K - $30.1K
|
532
$278K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
55+ 2.49% |
$26.5K - $29.6K
|
2.26K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
55+ 0.85% |
$26.5K - $29.6K
|
6.53K
$3.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
54+ 0.83% |
$26K - $29.1K
|
6.59K
$3.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
53+ 5.0% |
$25.5K - $28.5K
|
1.11K
$582K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
52+ 0.52% |
$25K - $28K
|
10.1K
$5.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
52+ 1.32% |
$25K - $28K
|
4K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50+ 1.79% |
$24.1K - $26.9K
|
2.85K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
50+ 4.16% |
$24.1K - $26.9K
|
1.25K
$653K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
49+ 5.38% |
$23.6K - $26.4K
|
959
$501K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
49+ 47.12% |
$23.6K - $26.4K
|
153
$79.9K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
48+ 5.26% |
$23.1K - $25.8K
|
960
$501K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
48+ 7.21% |
$23.1K - $25.8K
|
714
$373K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
47+ 3.02% |
$22.6K - $25.3K
|
1.6K
$837K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
45+ 5.06% |
$21.7K - $24.2K
|
935
$488K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
45+ 2.69% |
$21.7K - $24.2K
|
1.72K
$896K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
44+ 36.67% |
$21.2K - $23.7K
|
164
$85.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
44+ 0.72% |
$21.2K - $23.7K
|
6.15K
$3.21M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
43+ 1.21% |
$20.7K - $23.1K
|
3.61K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
43+ 1.09% |
$20.7K - $23.1K
|
3.99K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
43+ 2.02% |
$20.7K - $23.1K
|
2.18K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
43+ 0.77% |
$20.7K - $23.1K
|
5.64K
$2.95M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
42+ 2.45% |
$20.2K - $22.6K
|
1.76K
$919K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
41+ 7.4% |
$19.7K - $22.1K
|
595
$311K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
40+ 3.63% |
$19.2K - $21.5K
|
1.14K
$596K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
40+ 0.6% |
$19.2K - $21.5K
|
6.73K
$3.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
40+ 0.06% |
$19.2K - $21.5K
|
67.6K
$35.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
40+ 111.11% |
$19.2K - $21.5K
|
76
$39.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
39+ 1.34% |
$18.8K - $21K
|
2.94K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
38+ 9.69% |
$18.3K - $20.5K
|
430
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
37+ 1.14% |
$17.8K - $19.9K
|
3.27K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
37+ 0.44% |
$17.8K - $19.9K
|
8.42K
$4.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
37+ 6.08% |
$17.8K - $19.9K
|
646
$337K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
36+ 0.24% |
$17.3K - $19.4K
|
15K
$7.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
36+ 1.21% |
$17.3K - $19.4K
|
3.01K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
36+ 1.53% |
$17.3K - $19.4K
|
2.39K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 3.05% |
$17.3K - $19.4K
|
1.22K
$635K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36+ 1.08% |
$17.3K - $19.4K
|
3.38K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
36+ 11.46% |
$17.3K - $19.4K
|
350
$183K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
36+ 276.92% |
$17.3K - $19.4K
|
49
$25.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
35+ 1.65% |
$16.8K - $18.8K
|
2.16K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
35+ 7.04% |
$16.8K - $18.8K
|
532
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
35+ 4.38% |
$16.8K - $18.8K
|
835
$436K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
34+ 1.61% |
$16.4K - $18.3K
|
2.14K
$1.12M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
32+ 2.37% |
$15.4K - $17.2K
|
1.38K
$721K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
32+ 0.12% |
$15.4K - $17.2K
|
26.6K
$13.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
32+ 0.26% |
$15.4K - $17.2K
|
12.2K
$6.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
32+ 5.26% |
$15.4K - $17.2K
|
640
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
32+ 1.07% |
$15.4K - $17.2K
|
3.03K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
30+ 2.82% |
$14.4K - $16.1K
|
1.09K
$570K
|