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 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 0.53% |
$14.4K - $16.1K
|
5.74K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
29+ 1.88% |
$14K - $15.6K
|
1.57K
$828K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
28+ 0.79% |
$13.5K - $15.1K
|
3.58K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
28+ 1.48% |
$13.5K - $15.1K
|
1.91K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
28+ 0.07% |
$13.5K - $15.1K
|
38.9K
$20.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
28+ 2.41% |
$13.5K - $15.1K
|
1.19K
$627K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
28+ 0.46% |
$13.5K - $15.1K
|
6.09K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
28+ 3.33% |
$13.5K - $15.1K
|
870
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
27+ 5.33% |
$13K - $14.5K
|
534
$281K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
26+ 0.17% |
$12.5K - $14K
|
15.2K
$7.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
26+ 1.57% |
$12.5K - $14K
|
1.68K
$882K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
26+ 1.53% |
$12.5K - $14K
|
1.72K
$905K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26+ 0.17% |
$12.5K - $14K
|
15.3K
$8.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
26+ 0.26% |
$12.5K - $14K
|
9.86K
$5.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
26+ 5.08% |
$12.5K - $14K
|
538
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
26New |
$12.5K - $14K
|
26
$13.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
25+ 2.44% |
$12K - $13.5K
|
1.05K
$553K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
25+ 0.28% |
$12K - $13.5K
|
9.02K
$4.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
25+ 0.76% |
$12K - $13.5K
|
3.3K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
25+ 2.0% |
$12K - $13.5K
|
1.28K
$671K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
25+ 0.3% |
$12K - $13.5K
|
8.48K
$4.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
25+ 0.36% |
$12K - $13.5K
|
6.96K
$3.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
25+ 0.38% |
$12K - $13.5K
|
6.59K
$3.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
25+ 1.97% |
$12K - $13.5K
|
1.29K
$680K
|
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
24+ 2.39% |
$11.5K - $12.9K
|
1.03K
$541K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
24+ 4.46% |
$11.5K - $12.9K
|
562
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
24+ 3.15% |
$11.5K - $12.9K
|
786
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
24+ 0.49% |
$11.5K - $12.9K
|
4.95K
$2.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
23+ 0.85% |
$11.1K - $12.4K
|
2.74K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
22+ 1.97% |
$10.6K - $11.8K
|
1.14K
$599K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
22+ 0.96% |
$10.6K - $11.8K
|
2.31K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22+ 0.8% |
$10.6K - $11.8K
|
2.76K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
22+ 3.68% |
$10.6K - $11.8K
|
620
$326K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
22+ 0.09% |
$10.6K - $11.8K
|
24.1K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
22+ 2.78% |
$10.6K - $11.8K
|
812
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
22+ 1.62% |
$10.6K - $11.8K
|
1.38K
$727K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
21+ 2.85% |
$10.1K - $11.3K
|
758
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
21+ 2.65% |
$10.1K - $11.3K
|
814
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
20+ 0.52% |
$9.62K - $10.8K
|
3.9K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
20+ 32.26% |
$9.62K - $10.8K
|
82
$43.1K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
20+ 0.14% |
$9.62K - $10.8K
|
14.2K
$7.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 1.86% |
$9.62K - $10.8K
|
1.09K
$575K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
20+ 1.74% |
$9.62K - $10.8K
|
1.17K
$614K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 5.17% |
$9.62K - $10.8K
|
407
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
20+ 3.05% |
$9.62K - $10.8K
|
676
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
20+ 0.38% |
$9.62K - $10.8K
|
5.24K
$2.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
20+ 4.31% |
$9.62K - $10.8K
|
484
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20+ 8.2% |
$9.62K - $10.8K
|
264
$139K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
20+ 8.2% |
$9.62K - $10.8K
|
264
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
20+ 0.33% |
$9.62K - $10.8K
|
6.02K
$3.17M
|