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
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
24+ 3.15% |
$11.5K - $12.9K
|
786
$411K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
23+ 0.85% |
$11.1K - $12.4K
|
2.74K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
22+ 1.97% |
$10.6K - $11.8K
|
1.14K
$596K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
22+ 0.96% |
$10.6K - $11.8K
|
2.31K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
21+ 2.85% |
$10.1K - $11.3K
|
758
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
20+ 0.52% |
$9.62K - $10.8K
|
3.9K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
20+ 32.26% |
$9.62K - $10.8K
|
82
$42.9K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
20+ 0.14% |
$9.62K - $10.8K
|
14.2K
$7.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 1.86% |
$9.62K - $10.8K
|
1.09K
$572K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
20+ 1.74% |
$9.62K - $10.8K
|
1.17K
$610K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 5.17% |
$9.62K - $10.8K
|
407
$213K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
20+ 3.05% |
$9.62K - $10.8K
|
676
$353K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19+ 0.35% |
$9.14K - $10.2K
|
5.42K
$2.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
19+ 3.46% |
$9.14K - $10.2K
|
568
$297K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19+ 0.06% |
$9.14K - $10.2K
|
32.8K
$17.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
18+ 1.22% |
$8.66K - $9.69K
|
1.49K
$780K
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
17+ 1.47% |
$8.18K - $9.15K
|
1.17K
$612K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.59% |
$8.18K - $9.15K
|
2.92K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
16+ 1.99% |
$7.7K - $8.61K
|
821
$429K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
16+ 2.05% |
$7.7K - $8.61K
|
798
$417K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
16+ 0.87% |
$7.7K - $8.61K
|
1.86K
$974K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
16+ 1.19% |
$7.7K - $8.61K
|
1.36K
$711K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
15New |
$7.22K - $8.07K
|
15
$7.84K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
15+ 2.84% |
$7.22K - $8.07K
|
543
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
15+ 1.06% |
$7.22K - $8.07K
|
1.43K
$749K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
14+ 0.45% |
$6.74K - $7.53K
|
3.13K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
14+ 0.25% |
$6.74K - $7.53K
|
5.54K
$2.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14+ 0.37% |
$6.74K - $7.53K
|
3.76K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
14+ 0.22% |
$6.74K - $7.53K
|
6.43K
$3.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
13+ 0.99% |
$6.26K - $7K
|
1.32K
$692K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
13+ 4.73% |
$6.26K - $7K
|
288
$151K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.56% |
$5.77K - $6.46K
|
2.14K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
12+ 15.58% |
$5.77K - $6.46K
|
89
$46.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
12+ 2.35% |
$5.77K - $6.46K
|
522
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
12+ 0.2% |
$5.77K - $6.46K
|
5.94K
$3.11M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
11+ 1.47% |
$5.29K - $5.92K
|
760
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
11+ 2.02% |
$5.29K - $5.92K
|
556
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
11+ 1.41% |
$5.29K - $5.92K
|
793
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
11+ 0.79% |
$5.29K - $5.92K
|
1.41K
$735K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
11+ 0.63% |
$5.29K - $5.92K
|
1.75K
$917K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
11+ 0.99% |
$5.29K - $5.92K
|
1.12K
$585K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
11+ 2.43% |
$5.29K - $5.92K
|
464
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
11+ 0.87% |
$5.29K - $5.92K
|
1.28K
$668K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 0.24% |
$4.81K - $5.38K
|
4.12K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
10+ 2.3% |
$4.81K - $5.38K
|
444
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.5% |
$4.81K - $5.38K
|
2K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
10+ 0.47% |
$4.81K - $5.38K
|
2.12K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
10+ 15.87% |
$4.81K - $5.38K
|
73
$38.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
10+ 0.69% |
$4.81K - $5.38K
|
1.46K
$765K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10+ 90.91% |
$4.81K - $5.38K
|
21
$11K
|