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
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
87+ 0.41% |
$41.9K - $46.8K
|
21.5K
$11.3M
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
86+ 9.02% |
$41.4K - $46.3K
|
1.04K
$547K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
86+ 4.13% |
$41.4K - $46.3K
|
2.17K
$1.14M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
85+ 0.45% |
$40.9K - $45.7K
|
19.1K
$10M
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
85+ 0.39% |
$40.9K - $45.7K
|
21.7K
$11.4M
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
85+ 2.08% |
$40.9K - $45.7K
|
4.18K
$2.2M
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
85+ 6.93% |
$40.9K - $45.7K
|
1.31K
$690K
|
|
Feb 10, 2025
Q4 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
84+ 3.78% |
$40.4K - $45.2K
|
2.31K
$1.21M
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
81+ 8.23% |
$39K - $43.6K
|
1.07K
$560K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
81+ 1.68% |
$39K - $43.6K
|
4.91K
$2.58M
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
80+ 0.84% |
$38.5K - $43.1K
|
9.65K
$5.08M
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
80+ 3.05% |
$38.5K - $43.1K
|
2.71K
$1.42M
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
80+ 3.68% |
$38.5K - $43.1K
|
2.25K
$1.19M
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
79+ 9.45% |
$38K - $42.5K
|
915
$481K
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
79+ 16.12% |
$38K - $42.5K
|
569
$299K
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
78+ 3.68% |
$37.5K - $42K
|
2.2K
$1.16M
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
77+ 30.8% |
$37.1K - $41.4K
|
327
$172K
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
77+ 3.2% |
$37.1K - $41.4K
|
2.48K
$1.31M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
77+ 0.09% |
$37.1K - $41.4K
|
82.6K
$43.4M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
76+ 1.48% |
$36.6K - $40.9K
|
5.21K
$2.74M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
75+ 0.22% |
$36.1K - $40.4K
|
34K
$17.9M
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
74+ 4.32% |
$35.6K - $39.8K
|
1.79K
$940K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
72+ 1.34% |
$34.6K - $38.7K
|
5.43K
$2.86M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
72New |
$34.6K - $38.7K
|
72
$37.9K
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
72+ 5.25% |
$34.6K - $38.7K
|
1.44K
$760K
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
72+ 0.22% |
$34.6K - $38.7K
|
32.2K
$16.9M
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
71+ 2.0% |
$34.2K - $38.2K
|
3.62K
$1.9M
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
71+ 8.17% |
$34.2K - $38.2K
|
940
$495K
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
71+ 0.75% |
$34.2K - $38.2K
|
9.55K
$5.02M
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
71+ 7.35% |
$34.2K - $38.2K
|
1.04K
$546K
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
71+ 1.96% |
$34.2K - $38.2K
|
3.7K
$1.95M
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
70+ 8.48% |
$33.7K - $37.7K
|
895
$471K
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
70New |
$33.7K - $37.7K
|
70
$36.8K
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
69+ 2.96% |
$33.2K - $37.1K
|
2.4K
$1.26M
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
69+ 3.36% |
$33.2K - $37.1K
|
2.13K
$1.12M
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
68+ 0.26% |
$32.7K - $36.6K
|
26K
$13.7M
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
68New |
$32.7K - $36.6K
|
68
$35.8K
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
67+ 5.94% |
$32.2K - $36.1K
|
1.2K
$629K
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
67+ 3.94% |
$32.2K - $36.1K
|
1.77K
$929K
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
66+ 1.16% |
$31.8K - $35.5K
|
5.74K
$3.02M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
66+ 0.68% |
$31.8K - $35.5K
|
9.82K
$5.16M
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
65+ 1.0% |
$31.3K - $35K
|
6.56K
$3.45M
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
65+ 1.87% |
$31.3K - $35K
|
3.54K
$1.86M
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
65+ 1.92% |
$31.3K - $35K
|
3.46K
$1.82M
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
64+ 1.09% |
$30.8K - $34.4K
|
5.96K
$3.13M
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
63+ 1.37% |
$30.3K - $33.9K
|
4.66K
$2.45M
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
63+ 9.04% |
$30.3K - $33.9K
|
760
$400K
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
63+ 0.46% |
$30.3K - $33.9K
|
13.7K
$7.23M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
63+ 0.29% |
$30.3K - $33.9K
|
21.6K
$11.4M
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
62+ 1.62% |
$29.8K - $33.4K
|
3.89K
$2.05M
|