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 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.97K+ 46.24% |
$4.32M - $4.83M
|
28.4K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
8.93KNew |
$4.3M - $4.81M
|
8.93K
$4.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
8.9K+ 50.28% |
$4.28M - $4.79M
|
26.6K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.8K+ 68.34% |
$4.23M - $4.74M
|
21.7K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.79K+ 10.71% |
$4.23M - $4.73M
|
90.9K
$49M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
8.75KNew |
$4.21M - $4.71M
|
8.75K
$4.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
8.68K+ 2.1% |
$4.17M - $4.67M
|
421K
$227M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.46K+ 49.53% |
$4.07M - $4.55M
|
25.5K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8.17K+ 143.88% |
$3.93M - $4.4M
|
13.8K
$7.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
8.15KNew |
$3.92M - $4.39M
|
8.15K
$4.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
8.1KNew |
$3.9M - $4.36M
|
8.1K
$4.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.1K+ 9.39% |
$3.9M - $4.36M
|
94.3K
$50.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
8.03K+ 636.29% |
$3.86M - $4.32M
|
9.29K
$5.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
8.01KNew |
$3.85M - $4.31M
|
8.01K
$4.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
7.75K+ 90.4% |
$3.73M - $4.17M
|
16.3K
$8.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7.74K+ 139.71% |
$3.72M - $4.16M
|
13.3K
$7.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.66K+ 107.28% |
$3.69M - $4.12M
|
14.8K
$7.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.64KNew |
$3.68M - $4.11M
|
7.64K
$4.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
7.46K+ 96.1% |
$3.59M - $4.01M
|
15.2K
$8.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.44K+ 34.44% |
$3.58M - $4M
|
29K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.44KNew |
$3.58M - $4M
|
7.44K
$4.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7.44KNew |
$3.58M - $4M
|
7.44K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.42K+ 12.71% |
$3.57M - $3.99M
|
65.8K
$35.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
7.4KNew |
$3.56M - $3.98M
|
7.4K
$3.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
7.37KNew |
$3.55M - $3.97M
|
7.37K
$3.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.34K+ 17.33% |
$3.53M - $3.95M
|
49.7K
$26.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
7.33K+ 42.79% |
$3.53M - $3.94M
|
24.4K
$13.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
7.23K+ 8.62% |
$3.48M - $3.89M
|
91.1K
$49.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
7.18KNew |
$3.45M - $3.86M
|
7.18K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
7.14K+ 28.67% |
$3.44M - $3.84M
|
32.1K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
7.1KNew |
$3.42M - $3.82M
|
7.1K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
7.07KNew |
$3.4M - $3.81M
|
7.07K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
6.93KNew |
$3.34M - $3.73M
|
6.93K
$3.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
6.86K+ 137.45% |
$3.3M - $3.69M
|
11.9K
$6.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
6.85K+ 66.02% |
$3.29M - $3.68M
|
17.2K
$9.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
6.7KNew |
$3.23M - $3.61M
|
6.7K
$3.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.69K+ 0.64% |
$3.22M - $3.6M
|
1.06M
$570M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6.59K+ 111.16% |
$3.17M - $3.54M
|
12.5K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
6.58KNew |
$3.17M - $3.54M
|
6.58K
$3.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
6.53K+ 22.26% |
$3.14M - $3.52M
|
35.9K
$19.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
6.52K+ 2.89% |
$3.14M - $3.51M
|
232K
$125M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
6.52K+ 16.8% |
$3.14M - $3.51M
|
45.3K
$24.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
6.43KNew |
$3.1M - $3.46M
|
6.43K
$3.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6.39K+ 2.4% |
$3.07M - $3.44M
|
273K
$147M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
6.3K+ 2.1% |
$3.03M - $3.39M
|
307K
$166M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
6.22KNew |
$2.99M - $3.35M
|
6.22K
$3.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.19KNew |
$2.98M - $3.33M
|
6.19K
$3.34M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.16K+ 3.95% |
$2.97M - $3.32M
|
162K
$87.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6.12K+ 3803.73% |
$2.95M - $3.3M
|
6.29K
$3.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.08K+ 19.5% |
$2.93M - $3.27M
|
37.3K
$20.1M
|