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 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
16+ 1.99% |
$7.7K - $8.61K
|
821
$436K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
12+ 15.58% |
$5.77K - $6.46K
|
89
$47.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
12+ 2.35% |
$5.77K - $6.46K
|
522
$277K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.56% |
$5.77K - $6.46K
|
2.14K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
12+ 0.2% |
$5.77K - $6.46K
|
5.94K
$3.16M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
11+ 1.47% |
$5.29K - $5.92K
|
760
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
11+ 2.02% |
$5.29K - $5.92K
|
556
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
11+ 1.41% |
$5.29K - $5.92K
|
793
$421K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
11+ 0.63% |
$5.29K - $5.92K
|
1.75K
$932K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
11+ 0.79% |
$5.29K - $5.92K
|
1.41K
$747K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.5% |
$4.81K - $5.38K
|
2K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 0.24% |
$4.81K - $5.38K
|
4.12K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
10+ 2.3% |
$4.81K - $5.38K
|
444
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
9+ 2.1% |
$4.33K - $4.84K
|
438
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9+ 0.95% |
$4.33K - $4.84K
|
961
$511K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
9+ 0.29% |
$4.33K - $4.84K
|
3.16K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8+ 0.29% |
$3.85K - $4.31K
|
2.74K
$1.45M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
8+ 0.15% |
$3.85K - $4.31K
|
5.42K
$2.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
7+ 0.29% |
$3.37K - $3.77K
|
2.45K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6+ 0.14% |
$2.89K - $3.23K
|
4.44K
$2.36M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
6+ 0.69% |
$2.89K - $3.23K
|
881
$468K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.65% |
$2.41K - $2.69K
|
771
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
5+ 0.54% |
$2.41K - $2.69K
|
927
$493K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5+ 0.14% |
$2.41K - $2.69K
|
3.53K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5+ 0.33% |
$2.41K - $2.69K
|
1.54K
$819K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4+ 0.05% |
$1.92K - $2.15K
|
7.65K
$4.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
4+ 0.2% |
$1.92K - $2.15K
|
1.96K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
4+ 0.1% |
$1.92K - $2.15K
|
4.1K
$2.18M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.38% |
$1.44K - $1.61K
|
803
$427K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.01% |
$1.44K - $1.61K
|
49.1K
$26.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
3+ 0.29% |
$1.44K - $1.61K
|
1.04K
$550K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.13% |
$1.44K - $1.61K
|
2.35K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
2+ 0.21% |
$962 - $1.08K
|
950
$505K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2+ 0.17% |
$962 - $1.08K
|
1.2K
$639K
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
2+ 0.21% |
$962 - $1.08K
|
969
$515K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$962 - $1.08K
|
2.3K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 0.07% |
$962 - $1.08K
|
3.03K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.13% |
$481 - $538
|
773
$411K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.22% |
$481 - $538
|
455
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 0.08% |
$481 - $538
|
1.18K
$628K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$481 - $538
|
5.34K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.06% |
$481 - $538
|
1.75K
$931K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$481 - $538
|
734
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1+ 0.13% |
$481 - $538
|
778
$414K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.03% |
$481 - $538
|
3.93K
$2.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$481 - $538
|
770
$409K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.33% |
$481 - $538
|
303
$161K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.04% |
$481 - $538
|
2.49K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
1+ 0.11% |
$481 - $538
|
884
$470K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1- 0.01% |
$481 - $538
|
9.18K
$4.88M
|