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
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-98- 2.48% |
$47.2K - $52.7K
|
3.85K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-99- 19.08% |
$47.6K - $53.3K
|
420
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-99- 18.3% |
$47.6K - $53.3K
|
442
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-100- 3.52% |
$48.1K - $53.8K
|
2.74K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-101- 5.07% |
$48.6K - $54.4K
|
1.89K
$988K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-101- 5.48% |
$48.6K - $54.4K
|
1.74K
$911K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-103- 2.23% |
$49.6K - $55.4K
|
4.52K
$2.36M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-104- 0.19% |
$50K - $56K
|
54.4K
$28.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-104- 1.9% |
$50K - $56K
|
5.36K
$2.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-106- 9.81% |
$51K - $57K
|
975
$510K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-107- 5.31% |
$51.5K - $57.6K
|
1.91K
$998K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-108- 5.94% |
$52K - $58.1K
|
1.71K
$894K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-112- 17.64% |
$53.9K - $60.3K
|
523
$273K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-113- 10.54% |
$54.4K - $60.8K
|
959
$501K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-113- 1.03% |
$54.4K - $60.8K
|
10.9K
$5.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-113- 6.92% |
$54.4K - $60.8K
|
1.52K
$795K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-114- 3.52% |
$54.9K - $61.4K
|
3.13K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-114- 2.11% |
$54.9K - $61.4K
|
5.29K
$2.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-115- 0.5% |
$55.3K - $61.9K
|
22.9K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-115- 1.22% |
$55.3K - $61.9K
|
9.32K
$4.88M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-117- 13.19% |
$56.3K - $63K
|
770
$403K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-117- 0.72% |
$56.3K - $63K
|
16.1K
$8.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-117- 1.2% |
$56.3K - $63K
|
9.6K
$5.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-117- 19.02% |
$56.3K - $63K
|
498
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-117- 7.6% |
$56.3K - $63K
|
1.42K
$744K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-118- 0.95% |
$56.8K - $63.5K
|
12.3K
$6.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-119- 3.75% |
$57.3K - $64K
|
3.06K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-121- 4.88% |
$58.2K - $65.1K
|
2.36K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-122- 0.64% |
$58.7K - $65.7K
|
19K
$9.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-127- 1.3% |
$61.1K - $68.3K
|
9.62K
$5.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-127- 21.49% |
$61.1K - $68.3K
|
464
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-128- 6.04% |
$61.6K - $68.9K
|
1.99K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-137- 13.2% |
$65.9K - $73.7K
|
901
$471K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-137- 0.95% |
$65.9K - $73.7K
|
14.3K
$7.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-137- 8.63% |
$65.9K - $73.7K
|
1.45K
$759K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-138- 4.51% |
$66.4K - $74.3K
|
2.92K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-138- 2.04% |
$66.4K - $74.3K
|
6.64K
$3.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-141- 0.55% |
$67.9K - $75.9K
|
25.3K
$13.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-143- 1.12% |
$68.8K - $77K
|
12.6K
$6.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-146- 0.6% |
$70.3K - $78.6K
|
24.3K
$12.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-146- 18.6% |
$70.3K - $78.6K
|
639
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-147- 6.8% |
$70.7K - $79.1K
|
2.02K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-148- 3.47% |
$71.2K - $79.6K
|
4.12K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-149- 2.83% |
$71.7K - $80.2K
|
5.11K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-150- 0.16% |
$72.2K - $80.7K
|
90.9K
$47.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-150- 3.38% |
$72.2K - $80.7K
|
4.29K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-150- 2.39% |
$72.2K - $80.7K
|
6.12K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-152- 2.81% |
$73.1K - $81.8K
|
5.26K
$2.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-153- 3.03% |
$73.6K - $82.3K
|
4.9K
$2.56M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-155- 8.73% |
$74.6K - $83.4K
|
1.62K
$847K
|