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 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
474+ 26.52% |
$228K - $255K
|
2.26K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
474+ 5.8% |
$228K - $255K
|
8.64K
$4.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
467New |
$225K - $251K
|
467
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
463+ 4.41% |
$223K - $249K
|
11K
$5.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
452+ 4.73% |
$218K - $243K
|
10K
$5.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
448+ 1.26% |
$216K - $241K
|
36.1K
$19.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
443+ 8.14% |
$213K - $238K
|
5.88K
$3.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
435New |
$209K - $234K
|
435
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
427+ 5.36% |
$205K - $230K
|
8.39K
$4.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
427+ 22.14% |
$205K - $230K
|
2.36K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
424+ 0.62% |
$204K - $228K
|
69.3K
$36.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
420+ 2.01% |
$202K - $226K
|
21.4K
$11.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
419+ 14.74% |
$202K - $225K
|
3.26K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
417New |
$201K - $224K
|
417
$222K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
414New |
$199K - $223K
|
414
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
411+ 8.49% |
$198K - $221K
|
5.25K
$2.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
411New |
$198K - $221K
|
411
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
411New |
$198K - $221K
|
411
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
408+ 10.65% |
$196K - $220K
|
4.24K
$2.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
406+ 5.73% |
$195K - $218K
|
7.49K
$3.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
403+ 22.0% |
$194K - $217K
|
2.24K
$1.19M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
402New |
$193K - $216K
|
402
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
400New |
$192K - $215K
|
400
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
400+ 11.53% |
$192K - $215K
|
3.87K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
390+ 15.25% |
$188K - $210K
|
2.95K
$1.57M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
384+ 6.44% |
$185K - $207K
|
6.35K
$3.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
381+ 1.56% |
$183K - $205K
|
24.9K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
366+ 3.16% |
$176K - $197K
|
11.9K
$6.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
354+ 24.46% |
$170K - $191K
|
1.8K
$957K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
347+ 37.68% |
$167K - $187K
|
1.27K
$674K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
343+ 4.33% |
$165K - $185K
|
8.27K
$4.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
337+ 16850.0% |
$162K - $181K
|
339
$180K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
335+ 4.84% |
$161K - $180K
|
7.25K
$3.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
333+ 1.83% |
$160K - $179K
|
18.5K
$9.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
328+ 5.26% |
$158K - $177K
|
6.56K
$3.49M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
324+ 1.9% |
$156K - $174K
|
17.4K
$9.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
324+ 3.47% |
$156K - $174K
|
9.67K
$5.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
318+ 2.32% |
$153K - $171K
|
14K
$7.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
318New |
$153K - $171K
|
318
$169K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
315+ 3.83% |
$152K - $170K
|
8.54K
$4.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
314+ 11.78% |
$151K - $169K
|
2.98K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
308+ 25.6% |
$148K - $166K
|
1.51K
$803K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
302+ 3.6% |
$145K - $163K
|
8.69K
$4.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
285New |
$137K - $153K
|
285
$151K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
284+ 61.08% |
$137K - $153K
|
749
$398K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
276+ 136.63% |
$133K - $149K
|
478
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
270+ 4.01% |
$130K - $145K
|
7.01K
$3.73M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
268+ 11.2% |
$129K - $144K
|
2.66K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
267+ 7.39% |
$128K - $144K
|
3.88K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
260+ 4.96% |
$125K - $140K
|
5.5K
$2.92M
|