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
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-544- 1.51% |
$262K - $293K
|
35.4K
$18.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-547- 3.6% |
$263K - $294K
|
14.6K
$7.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
SELL
|
- |
-548- 3.12% |
$264K - $295K
|
17K
$8.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-556- 1.32% |
$268K - $299K
|
41.6K
$21.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-569- 1.5% |
$274K - $306K
|
37.4K
$19.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-575- 15.13% |
$277K - $309K
|
3.23K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-579- 2.55% |
$279K - $312K
|
22.2K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-584- 21.92% |
$281K - $314K
|
2.08K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-591- 1.95% |
$284K - $318K
|
29.6K
$15.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-609- 3.95% |
$293K - $328K
|
14.8K
$7.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-619- 20.5% |
$298K - $333K
|
2.4K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-647- 1.1% |
$311K - $348K
|
58K
$30.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-650- 12.34% |
$313K - $350K
|
4.62K
$2.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-654- 1.26% |
$315K - $352K
|
51.2K
$26.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-654- 7.93% |
$315K - $352K
|
7.59K
$3.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-654- 11.11% |
$315K - $352K
|
5.23K
$2.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-655- 1.39% |
$315K - $353K
|
46.6K
$24.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-657- 2.69% |
$316K - $354K
|
23.8K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-665- 9.85% |
$320K - $358K
|
6.08K
$3.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-668- 3.94% |
$321K - $359K
|
16.3K
$8.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-672- 6.12% |
$323K - $362K
|
10.3K
$5.39M
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-677- 8.38% |
$326K - $364K
|
7.4K
$3.87M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-678- 14.25% |
$326K - $365K
|
4.08K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-696- 16.19% |
$335K - $375K
|
3.6K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-699- 7.13% |
$336K - $376K
|
9.11K
$4.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Ppsc Investment Service Corp
Tokyo, M0 |
SELL
|
- |
-700- 0.26% |
$337K - $377K
|
265K
$139M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-702- 1.47% |
$338K - $378K
|
47K
$24.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-705- 20.1% |
$339K - $379K
|
2.8K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-711- 2.34% |
$342K - $383K
|
29.7K
$15.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-720- 0.86% |
$346K - $387K
|
83.1K
$43.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-726- 5.82% |
$349K - $391K
|
11.8K
$6.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-734- 34.38% |
$353K - $395K
|
1.4K
$733K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-736- 5.41% |
$354K - $396K
|
12.9K
$6.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-765- 13.44% |
$368K - $412K
|
4.93K
$2.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-783- 1.89% |
$377K - $421K
|
40.7K
$21.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-805- 3.43% |
$387K - $433K
|
22.7K
$11.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-822- 8.6% |
$396K - $442K
|
8.74K
$4.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-828- 0.75% |
$398K - $446K
|
109K
$57.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-841- 0.62% |
$405K - $453K
|
135K
$70.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-845- 17.84% |
$407K - $455K
|
3.89K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-846- 2.29% |
$407K - $455K
|
36.1K
$18.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-868- 0.88% |
$418K - $467K
|
98.1K
$51.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-868- 5.54% |
$418K - $467K
|
14.8K
$7.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-875- 2.26% |
$421K - $471K
|
37.8K
$19.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-876- 1.42% |
$422K - $471K
|
60.9K
$31.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-880- 1.76% |
$423K - $474K
|
49.2K
$25.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-891- 3.34% |
$429K - $480K
|
25.8K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-916- 1.67% |
$441K - $493K
|
54.1K
$28.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-916- 6.58% |
$441K - $493K
|
13K
$6.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-922- 1.09% |
$444K - $496K
|
83.3K
$43.6M
|