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 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
923+ 1.87% |
$444K - $497K
|
50.2K
$26.7M
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
910+ 16.62% |
$438K - $490K
|
6.38K
$3.39M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
907New |
$436K - $488K
|
907
$482K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
878+ 1.65% |
$423K - $473K
|
54.1K
$28.8M
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
869+ 5.12% |
$418K - $468K
|
17.9K
$9.49M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
862+ 4.08% |
$415K - $464K
|
22K
$11.7M
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
833+ 49.35% |
$401K - $448K
|
2.52K
$1.34M
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
823New |
$396K - $443K
|
823
$437K
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
810+ 18.85% |
$390K - $436K
|
5.11K
$2.71M
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
800+ 7.12% |
$385K - $431K
|
12K
$6.4M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
793+ 5.73% |
$382K - $427K
|
14.6K
$7.78M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
793+ 19.86% |
$382K - $427K
|
4.79K
$2.54M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
763+ 32.01% |
$367K - $411K
|
3.15K
$1.67M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
743+ 10.17% |
$358K - $400K
|
8.05K
$4.28M
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
738+ 2.53% |
$355K - $397K
|
29.9K
$15.9M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
730New |
$351K - $393K
|
730
$388K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
722+ 6.68% |
$347K - $389K
|
11.5K
$6.13M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
691+ 4.04% |
$333K - $372K
|
17.8K
$9.47M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
681+ 1.92% |
$328K - $366K
|
36.2K
$19.2M
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
675+ 7.02% |
$325K - $363K
|
10.3K
$5.47M
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
657+ 11.3% |
$316K - $354K
|
6.47K
$3.44M
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
646New |
$311K - $348K
|
646
$343K
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
642+ 11.88% |
$309K - $346K
|
6.05K
$3.21M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
640+ 20.45% |
$308K - $344K
|
3.77K
$2M
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
637+ 2.93% |
$307K - $343K
|
22.4K
$11.9M
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
619New |
$298K - $333K
|
619
$329K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
606+ 9.04% |
$292K - $326K
|
7.31K
$3.89M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
605+ 3.19% |
$291K - $326K
|
19.6K
$10.4M
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
605+ 19.84% |
$291K - $326K
|
3.66K
$1.94M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
603+ 7.37% |
$290K - $325K
|
8.79K
$4.67M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
597+ 34.65% |
$287K - $321K
|
2.32K
$1.23M
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
592+ 20.55% |
$285K - $319K
|
3.47K
$1.85M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
574+ 4.89% |
$276K - $309K
|
12.3K
$6.54M
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
557+ 1.61% |
$268K - $300K
|
35.2K
$18.7M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
554+ 2.7% |
$267K - $298K
|
21.1K
$11.2M
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
537New |
$258K - $289K
|
537
$285K
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
530New |
$255K - $285K
|
530
$282K
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
529New |
$255K - $285K
|
529
$281K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
514+ 7.61% |
$247K - $277K
|
7.27K
$3.86M
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
506+ 22.3% |
$243K - $272K
|
2.78K
$1.47M
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
506+ 15.38% |
$243K - $272K
|
3.8K
$2.02M
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
504+ 19.09% |
$243K - $271K
|
3.14K
$1.67M
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
502New |
$242K - $270K
|
502
$267K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
500+ 16.17% |
$241K - $269K
|
3.59K
$1.91M
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
492New |
$237K - $265K
|
492
$262K
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
486+ 8.86% |
$234K - $262K
|
5.97K
$3.17M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
485+ 104.08% |
$233K - $261K
|
951
$505K
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
481New |
$231K - $259K
|
481
$256K
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
481+ 11.12% |
$231K - $259K
|
4.81K
$2.55M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
476+ 16.52% |
$229K - $256K
|
3.36K
$1.78M
|