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 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
62+ 3.52% |
$29.8K - $33.4K
|
1.82K
$959K
|
|
|
Jan 14, 2025
Q4 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
61+ 4.55% |
$29.4K - $32.8K
|
1.4K
$737K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
59+ 2.26% |
$28.4K - $31.8K
|
2.67K
$1.4M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
59+ 1.16% |
$28.4K - $31.8K
|
5.12K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
58+ 2.23% |
$27.9K - $31.2K
|
2.66K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
58+ 3.19% |
$27.9K - $31.2K
|
1.88K
$987K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
58+ 4.71% |
$27.9K - $31.2K
|
1.29K
$679K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
58+ 0.49% |
$27.9K - $31.2K
|
11.8K
$6.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
57+ 2.15% |
$27.4K - $30.7K
|
2.71K
$1.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 1.79% |
$27.4K - $30.7K
|
3.23K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
56+ 6.24% |
$26.9K - $30.1K
|
953
$501K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
56+ 11.76% |
$26.9K - $30.1K
|
532
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
55+ 2.49% |
$26.5K - $29.6K
|
2.26K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
55+ 0.85% |
$26.5K - $29.6K
|
6.53K
$3.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
54+ 0.83% |
$26K - $29.1K
|
6.59K
$3.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
54+ 1.35% |
$26K - $29.1K
|
4.07K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
54+ 0.63% |
$26K - $29.1K
|
8.57K
$4.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
53+ 5.0% |
$25.5K - $28.5K
|
1.11K
$586K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
53+ 1.66% |
$25.5K - $28.5K
|
3.25K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
53+ 1.47% |
$25.5K - $28.5K
|
3.66K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
53+ 1.06% |
$25.5K - $28.5K
|
5.07K
$2.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
52+ 0.52% |
$25K - $28K
|
10.1K
$5.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
52+ 1.32% |
$25K - $28K
|
4K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
51+ 1.34% |
$24.5K - $27.4K
|
3.84K
$2.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50+ 1.79% |
$24.1K - $26.9K
|
2.85K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
50+ 4.16% |
$24.1K - $26.9K
|
1.25K
$658K
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
50+ 0.24% |
$24.1K - $26.9K
|
20.6K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
50+ 1.67% |
$24.1K - $26.9K
|
3.05K
$1.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
50+ 2.79% |
$24.1K - $26.9K
|
1.84K
$969K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
50+ 0.29% |
$24.1K - $26.9K
|
17.5K
$9.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
49+ 5.38% |
$23.6K - $26.4K
|
959
$505K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
49+ 47.12% |
$23.6K - $26.4K
|
153
$80.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
49+ 1.52% |
$23.6K - $26.4K
|
3.27K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
49+ 6.41% |
$23.6K - $26.4K
|
814
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
49+ 1.78% |
$23.6K - $26.4K
|
2.8K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
48+ 5.26% |
$23.1K - $25.8K
|
960
$505K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
48+ 7.21% |
$23.1K - $25.8K
|
714
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
47+ 3.02% |
$22.6K - $25.3K
|
1.6K
$843K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
47+ 1.72% |
$22.6K - $25.3K
|
2.79K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
47+ 9.49% |
$22.6K - $25.3K
|
542
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
46+ 8.47% |
$22.1K - $24.8K
|
589
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
46+ 2.97% |
$22.1K - $24.8K
|
1.6K
$839K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
45+ 5.06% |
$21.7K - $24.2K
|
935
$492K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
45+ 2.69% |
$21.7K - $24.2K
|
1.72K
$902K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
45+ 3.55% |
$21.7K - $24.2K
|
1.31K
$690K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
44+ 36.67% |
$21.2K - $23.7K
|
164
$86.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
44+ 0.72% |
$21.2K - $23.7K
|
6.15K
$3.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
44+ 0.67% |
$21.2K - $23.7K
|
6.57K
$3.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
44+ 1.03% |
$21.2K - $23.7K
|
4.3K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
44+ 4.93% |
$21.2K - $23.7K
|
936
$492K
|