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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
100+ 8.33% |
$48.1K - $53.8K
|
1.3K
$687K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
98+ 0.68% |
$47.2K - $52.7K
|
14.5K
$7.66M
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
98+ 3.43% |
$47.2K - $52.7K
|
2.95K
$1.56M
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
98+ 2.69% |
$47.2K - $52.7K
|
3.74K
$1.98M
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97+ 1.0% |
$46.7K - $52.2K
|
9.81K
$5.18M
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
95+ 26.03% |
$45.7K - $51.1K
|
460
$243K
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
95+ 1.77% |
$45.7K - $51.1K
|
5.47K
$2.89M
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
95+ 0.98% |
$45.7K - $51.1K
|
9.76K
$5.16M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
92+ 6.57% |
$44.3K - $49.5K
|
1.49K
$789K
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
92+ 17.01% |
$44.3K - $49.5K
|
633
$334K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
91+ 0.26% |
$43.8K - $49K
|
35.3K
$18.6M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
90+ 1.52% |
$43.3K - $48.4K
|
6.02K
$3.18M
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
90+ 0.74% |
$43.3K - $48.4K
|
12.3K
$6.51M
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
89+ 18.7% |
$42.8K - $47.9K
|
565
$298K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
89+ 5.26% |
$42.8K - $47.9K
|
1.78K
$941K
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
88+ 1.61% |
$42.3K - $47.4K
|
5.56K
$2.94M
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
88+ 3.85% |
$42.3K - $47.4K
|
2.38K
$1.26M
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
88+ 1.67% |
$42.3K - $47.4K
|
5.36K
$2.83M
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
87+ 0.82% |
$41.9K - $46.8K
|
10.7K
$5.67M
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
87+ 6.79% |
$41.9K - $46.8K
|
1.37K
$723K
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
87+ 0.41% |
$41.9K - $46.8K
|
21.5K
$11.3M
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
86+ 9.02% |
$41.4K - $46.3K
|
1.04K
$549K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
86+ 4.13% |
$41.4K - $46.3K
|
2.17K
$1.15M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
85+ 0.45% |
$40.9K - $45.7K
|
19.1K
$10.1M
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
85+ 0.39% |
$40.9K - $45.7K
|
21.7K
$11.5M
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
85+ 2.08% |
$40.9K - $45.7K
|
4.18K
$2.21M
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
85+ 6.93% |
$40.9K - $45.7K
|
1.31K
$693K
|
|
Feb 10, 2025
Q4 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
84+ 3.78% |
$40.4K - $45.2K
|
2.31K
$1.22M
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
81+ 8.23% |
$39K - $43.6K
|
1.07K
$563K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
81+ 1.68% |
$39K - $43.6K
|
4.91K
$2.6M
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
80+ 0.84% |
$38.5K - $43.1K
|
9.65K
$5.1M
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
80+ 3.05% |
$38.5K - $43.1K
|
2.71K
$1.43M
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
80+ 3.68% |
$38.5K - $43.1K
|
2.25K
$1.19M
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
79+ 9.45% |
$38K - $42.5K
|
915
$483K
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
79+ 16.12% |
$38K - $42.5K
|
569
$301K
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
78+ 3.68% |
$37.5K - $42K
|
2.2K
$1.16M
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
77+ 30.8% |
$37.1K - $41.4K
|
327
$173K
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
77+ 3.2% |
$37.1K - $41.4K
|
2.48K
$1.31M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
77+ 0.09% |
$37.1K - $41.4K
|
82.6K
$43.6M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
76+ 1.48% |
$36.6K - $40.9K
|
5.21K
$2.75M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
75+ 0.22% |
$36.1K - $40.4K
|
34K
$18M
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
74+ 4.32% |
$35.6K - $39.8K
|
1.79K
$944K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
72+ 1.34% |
$34.6K - $38.7K
|
5.43K
$2.87M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
72New |
$34.6K - $38.7K
|
72
$38K
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
72+ 5.25% |
$34.6K - $38.7K
|
1.44K
$763K
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
71+ 2.0% |
$34.2K - $38.2K
|
3.62K
$1.91M
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
71+ 8.17% |
$34.2K - $38.2K
|
940
$497K
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
71+ 0.75% |
$34.2K - $38.2K
|
9.55K
$5.04M
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
70+ 8.48% |
$33.7K - $37.7K
|
895
$473K
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
69+ 2.96% |
$33.2K - $37.1K
|
2.4K
$1.27M
|