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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
13KNew |
$6.28M - $7.02M
|
13K
$7.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
13KNew |
$6.27M - $7.01M
|
13K
$7.03M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
13K+ 163.79% |
$6.26M - $7M
|
20.9K
$11.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
12.7KNew |
$6.1M - $6.82M
|
12.7K
$6.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
12.6K+ 49.81% |
$6.08M - $6.8M
|
38K
$20.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.6K+ 4.01% |
$6.08M - $6.8M
|
327K
$177M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.6K+ 90.59% |
$6.05M - $6.76M
|
26.4K
$14.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
12.5KNew |
$6.02M - $6.73M
|
12.5K
$6.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
12.4KNew |
$5.95M - $6.65M
|
12.4K
$6.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.4KNew |
$5.95M - $6.65M
|
12.4K
$6.66M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.2K+ 18.51% |
$5.89M - $6.59M
|
78.4K
$42.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
12.1KNew |
$5.83M - $6.52M
|
12.1K
$6.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
12KNew |
$5.79M - $6.48M
|
12K
$6.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
12K+ 13.02% |
$5.78M - $6.47M
|
104K
$56.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12K+ 206.93% |
$5.76M - $6.44M
|
17.8K
$9.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
11.7KNew |
$5.63M - $6.3M
|
11.7K
$6.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
11.7K+ 9.02% |
$5.63M - $6.29M
|
141K
$76.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
11.6K+ 8.53% |
$5.6M - $6.26M
|
148K
$79.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
11.5K+ 2573.88% |
$5.55M - $6.21M
|
12K
$6.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.5K+ 17.14% |
$5.54M - $6.19M
|
78.6K
$42.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
11.4K+ 17.78% |
$5.5M - $6.15M
|
75.8K
$40.9M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
11.4K+ 105.88% |
$5.47M - $6.11M
|
22.1K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.1K+ 160.59% |
$5.35M - $5.98M
|
18K
$9.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
11K+ 109.5% |
$5.28M - $5.91M
|
21K
$11.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$5.23M - $5.85M
|
10.9K
$5.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.8KNew |
$5.19M - $5.81M
|
10.8K
$5.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
10.6K+ 36.69% |
$5.11M - $5.72M
|
39.6K
$21.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
10.6K+ 82.1% |
$5.1M - $5.71M
|
23.5K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
10.6KNew |
$5.1M - $5.7M
|
10.6K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
10.4K+ 1372.37% |
$5.02M - $5.61M
|
11.2K
$6.04M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
10.4K+ 8.19% |
$5.01M - $5.61M
|
138K
$74.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
10.4KNew |
$5.01M - $5.6M
|
10.4K
$5.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10.3KNew |
$4.96M - $5.55M
|
10.3K
$5.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
10.3K+ 52.28% |
$4.95M - $5.54M
|
30K
$16.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.3K+ 2781.3% |
$4.94M - $5.52M
|
10.6K
$5.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
10.1KNew |
$4.86M - $5.43M
|
10.1K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
9.78KNew |
$4.71M - $5.27M
|
9.78K
$5.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9.77KNew |
$4.7M - $5.26M
|
9.77K
$5.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
9.72KNew |
$4.68M - $5.23M
|
9.72K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
9.65KNew |
$4.64M - $5.19M
|
9.65K
$5.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
9.61KNew |
$4.63M - $5.17M
|
9.61K
$5.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
9.61KNew |
$4.63M - $5.17M
|
9.61K
$5.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
9.59KNew |
$4.61M - $5.16M
|
9.59K
$5.17M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9.54K+ 5417.61% |
$4.59M - $5.13M
|
9.71K
$5.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
9.53KNew |
$4.58M - $5.13M
|
9.53K
$5.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
9.32KNew |
$4.48M - $5.02M
|
9.32K
$5.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
9.32KNew |
$4.48M - $5.01M
|
9.32K
$5.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.13K+ 30.17% |
$4.39M - $4.91M
|
39.4K
$21.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
9.04KNew |
$4.35M - $4.87M
|
9.04K
$4.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
8.98KNew |
$4.32M - $4.83M
|
8.98K
$4.84M
|