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
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-15- 1.36% |
$7.22K - $8.07K
|
1.09K
$573K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-16- 1.15% |
$7.7K - $8.61K
|
1.38K
$724K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-16- 0.26% |
$7.7K - $8.61K
|
6.16K
$3.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-17- 1.22% |
$8.18K - $9.15K
|
1.38K
$724K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-17- 0.18% |
$8.18K - $9.15K
|
9.64K
$5.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-18- 0.04% |
$8.66K - $9.69K
|
46.5K
$24.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-18- 0.85% |
$8.66K - $9.69K
|
2.1K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18- 0.03% |
$8.66K - $9.69K
|
59.4K
$31.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18- 0.23% |
$8.66K - $9.69K
|
7.65K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-18- 2.51% |
$8.66K - $9.69K
|
700
$368K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-19- 0.59% |
$9.14K - $10.2K
|
3.23K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-19- 0.4% |
$9.14K - $10.2K
|
4.79K
$2.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-20- 3.02% |
$9.62K - $10.8K
|
643
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-20- 0.31% |
$9.62K - $10.8K
|
6.53K
$3.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-20- 0.86% |
$9.62K - $10.8K
|
2.31K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-21- 0.3% |
$10.1K - $11.3K
|
7.05K
$3.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-21- 0.16% |
$10.1K - $11.3K
|
13.5K
$7.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-21- 4.27% |
$10.1K - $11.3K
|
471
$248K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-22- 3.74% |
$10.6K - $11.8K
|
567
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-22- 0.97% |
$10.6K - $11.8K
|
2.24K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-22- 1.57% |
$10.6K - $11.8K
|
1.38K
$724K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-22- 5.51% |
$10.6K - $11.8K
|
377
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-22- 0.21% |
$10.6K - $11.8K
|
10.4K
$5.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-23- 0.91% |
$11.1K - $12.4K
|
2.5K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-23- 2.97% |
$11.1K - $12.4K
|
751
$395K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-24- 1.84% |
$11.5K - $12.9K
|
1.28K
$672K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-24- 0.18% |
$11.5K - $12.9K
|
13.2K
$6.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-24- 2.52% |
$11.5K - $12.9K
|
928
$488K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-25- 0.33% |
$12K - $13.5K
|
7.57K
$3.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-25- 1.06% |
$12K - $13.5K
|
2.33K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-25- 0.99% |
$12K - $13.5K
|
2.5K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-25- 0.84% |
$12K - $13.5K
|
2.97K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-25- 4.24% |
$12K - $13.5K
|
565
$297K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-25- 1.87% |
$12K - $13.5K
|
1.31K
$689K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-26- 0.54% |
$12.5K - $14K
|
4.77K
$2.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-26- 1.03% |
$12.5K - $14K
|
2.51K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-26- 1.24% |
$12.5K - $14K
|
2.08K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-26- 0.56% |
$12.5K - $14K
|
4.62K
$2.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-27- 2.0% |
$13K - $14.5K
|
1.32K
$694K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-27- 3.49% |
$13K - $14.5K
|
746
$392K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-27- 1.46% |
$13K - $14.5K
|
1.83K
$962K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-28- 2.48% |
$13.5K - $15.1K
|
1.1K
$578K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-28- 1.13% |
$13.5K - $15.1K
|
2.46K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-28- 3.33% |
$13.5K - $15.1K
|
813
$428K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-29- 2.41% |
$14K - $15.6K
|
1.18K
$618K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-29- 0.89% |
$14K - $15.6K
|
3.24K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-30- 5.66% |
$14.4K - $16.1K
|
500
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-30- 3.05% |
$14.4K - $16.1K
|
955
$502K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-30- 1.75% |
$14.4K - $16.1K
|
1.69K
$888K
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-30- 1.82% |
$14.4K - $16.1K
|
1.62K
$853K
|