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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.9KNew |
$912K - $1.02M
|
1.9K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.89K+ 3.75% |
$909K - $1.02M
|
52.2K
$28.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.87KNew |
$901K - $1.01M
|
1.87K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.85KNew |
$891K - $996K
|
1.85K
$999K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.85KNew |
$889K - $994K
|
1.85K
$996K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.84K+ 47.26% |
$885K - $990K
|
5.73K
$3.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.84K+ 34.73% |
$884K - $988K
|
7.12K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.83KNew |
$881K - $985K
|
1.83K
$987K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.82K+ 8.22% |
$878K - $982K
|
24K
$13M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.82K+ 14.99% |
$877K - $981K
|
14K
$7.55M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.8KNew |
$864K - $967K
|
1.8K
$969K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.8KNew |
$864K - $966K
|
1.8K
$968K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.79K+ 3.41% |
$863K - $965K
|
54.3K
$29.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
1.79K+ 154.45% |
$860K - $962K
|
2.94K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 0.21% |
$855K - $956K
|
828K
$447M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.77KNew |
$853K - $954K
|
1.77K
$957K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.77K+ 4415.0% |
$850K - $950K
|
1.81K
$974K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.77K+ 8.56% |
$850K - $950K
|
22.4K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.76K+ 4.42% |
$846K - $947K
|
41.5K
$22.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.76K+ 26.56% |
$846K - $946K
|
8.38K
$4.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.75K+ 0.63% |
$842K - $941K
|
279K
$151M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.74K+ 10.22% |
$839K - $938K
|
18.8K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.73K+ 10.52% |
$833K - $932K
|
18.2K
$9.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
1.73K+ 11.5% |
$831K - $929K
|
16.7K
$9.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.72K+ 5.0% |
$827K - $925K
|
36.1K
$19.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.71K+ 4.2% |
$824K - $921K
|
42.5K
$22.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.7K+ 1.31% |
$819K - $916K
|
131K
$70.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 22.7% |
$816K - $912K
|
9.16K
$4.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 32.56% |
$813K - $910K
|
6.88K
$3.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
1.69KNew |
$813K - $909K
|
1.69K
$911K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.69K+ 1.87% |
$811K - $907K
|
91.7K
$49.5M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.68KNew |
$807K - $902K
|
1.68K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.67KNew |
$805K - $900K
|
1.67K
$903K
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.67KNew |
$804K - $899K
|
1.67K
$902K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.66K+ 6.13% |
$797K - $892K
|
28.7K
$15.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.65K+ 38.42% |
$793K - $887K
|
5.94K
$3.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.64K+ 8.53% |
$791K - $885K
|
20.9K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.64KNew |
$791K - $885K
|
1.64K
$887K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.64K+ 5.18% |
$788K - $882K
|
33.3K
$18M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.64K+ 145.21% |
$788K - $882K
|
2.77K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.64KNew |
$787K - $880K
|
1.64K
$882K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.63K+ 3.0% |
$786K - $879K
|
56.1K
$30.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.61K+ 34.67% |
$776K - $868K
|
6.26K
$3.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.6KNew |
$768K - $858K
|
1.6K
$861K
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.59KNew |
$766K - $857K
|
1.59K
$859K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.58K+ 1.84% |
$761K - $851K
|
87.4K
$47.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.57K+ 86.8% |
$756K - $845K
|
3.38K
$1.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.56K+ 6.13% |
$751K - $840K
|
27K
$14.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.56K+ 17.38% |
$749K - $838K
|
10.5K
$5.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.56K+ 6.47% |
$749K - $837K
|
25.6K
$13.8M
|