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 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
38.2KNew |
$18.4M - $20.6M
|
38.2K
$20.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
37.9KNew |
$18.2M - $20.4M
|
37.9K
$20.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36.4K+ 1.17% |
$17.5M - $19.6M
|
3.15M
$1.7B
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
35.9K+ 55.38% |
$17.3M - $19.3M
|
101K
$54.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
35.8KNew |
$17.2M - $19.3M
|
35.8K
$19.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
34.9KNew |
$16.8M - $18.8M
|
34.9K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.3K+ 18.87% |
$16.5M - $18.4M
|
216K
$116M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
33.7KNew |
$16.2M - $18.1M
|
33.7K
$18.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.5K+ 5.5% |
$15.6M - $17.5M
|
623K
$336M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.3K+ 3.71% |
$15.6M - $17.4M
|
904K
$487M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
32.2KNew |
$15.5M - $17.3M
|
32.2K
$17.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
32KNew |
$15.4M - $17.2M
|
32K
$17.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30.6K+ 18.5% |
$14.7M - $16.5M
|
196K
$106M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
30.4KNew |
$14.6M - $16.3M
|
30.4K
$16.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
30.3KNew |
$14.6M - $16.3M
|
30.3K
$16.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
30.1KNew |
$14.5M - $16.2M
|
30.1K
$16.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
28.5KNew |
$13.7M - $15.3M
|
28.5K
$15.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
28.3KNew |
$13.6M - $15.2M
|
28.3K
$15.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
27.7KNew |
$13.3M - $14.9M
|
27.7K
$14.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
27.6K+ 8.65% |
$13.3M - $14.8M
|
347K
$187M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
27.2K+ 246.18% |
$13.1M - $14.6M
|
38.2K
$20.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.1K+ 0.88% |
$13M - $14.6M
|
3.12M
$1.68B
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
26.8KNew |
$12.9M - $14.4M
|
26.8K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
26.3K+ 319.32% |
$12.6M - $14.1M
|
34.5K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
26.1K+ 213.12% |
$12.6M - $14.1M
|
38.4K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
25.8KNew |
$12.4M - $13.9M
|
25.8K
$13.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
25.7KNew |
$12.4M - $13.8M
|
25.7K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
25K+ 53.69% |
$12M - $13.4M
|
71.5K
$38.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
24.5KNew |
$11.8M - $13.2M
|
24.5K
$13.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.4K+ 20.42% |
$11.8M - $13.2M
|
144K
$77.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
24.3KNew |
$11.7M - $13.1M
|
24.3K
$13.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
24.2K+ 3.48% |
$11.6M - $13M
|
720K
$388M
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
24.1KNew |
$11.6M - $13M
|
24.1K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.2K+ 3.17% |
$11.2M - $12.5M
|
755K
$407M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
23KNew |
$11M - $12.4M
|
23K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
22KNew |
$10.6M - $11.8M
|
22K
$11.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
21.4KNew |
$10.3M - $11.5M
|
21.4K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.4K+ 48.75% |
$10.3M - $11.5M
|
65.3K
$35.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.2K+ 5.58% |
$10.2M - $11.4M
|
402K
$217M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
20.9KNew |
$10.1M - $11.2M
|
20.9K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.8K+ 2.45% |
$10M - $11.2M
|
870K
$469M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20.5K+ 8.77% |
$9.84M - $11M
|
254K
$137M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
20.4K+ 41.8% |
$9.8M - $11M
|
69.1K
$37.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Isomer Partners LP
New York, NY |
BUY
|
- |
20KNew |
$9.62M - $10.8M
|
20K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
20KNew |
$9.61M - $10.7M
|
20K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
19.8KNew |
$9.52M - $10.7M
|
19.8K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Luxor Capital Group, LP
New York, NY |
BUY
|
- |
19.8KNew |
$9.52M - $10.6M
|
19.8K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.8K+ 21.57% |
$9.51M - $10.6M
|
111K
$60.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
19.7KNew |
$9.48M - $10.6M
|
19.7K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
19.7KNew |
$9.46M - $10.6M
|
19.7K
$10.6M
|