Purchases and Sales Made in Q1 2025 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.1K+ 56.3% |
$984K - $1.13M
|
5.83K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.09K+ 1.1% |
$981K - $1.13M
|
192K
$101M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.09K+ 49.34% |
$979K - $1.13M
|
6.33K
$3.32M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
2.07KNew |
$969K - $1.12M
|
2.07K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 22.12% |
$949K - $1.09M
|
11.2K
$5.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.02K+ 7.91% |
$947K - $1.09M
|
27.6K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.02KNew |
$946K - $1.09M
|
2.02K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2.02K+ 70.65% |
$945K - $1.09M
|
4.87K
$2.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.01K+ 5.66% |
$943K - $1.09M
|
37.6K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2K+ 7.05% |
$938K - $1.08M
|
30.4K
$16M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 5.75% |
$933K - $1.08M
|
36.6K
$19.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
1.99K+ 236.79% |
$932K - $1.07M
|
2.83K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.96K+ 32.35% |
$916K - $1.06M
|
8K
$4.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 7.46% |
$916K - $1.05M
|
28.2K
$14.8M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.95K+ 2.15% |
$915K - $1.05M
|
92.9K
$48.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.93K+ 12.18% |
$903K - $1.04M
|
17.8K
$9.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.93K+ 0.5% |
$903K - $1.04M
|
388K
$204M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.93K+ 361.91% |
$903K - $1.04M
|
2.46K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.9K+ 283.76% |
$892K - $1.03M
|
2.58K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 2.89% |
$890K - $1.03M
|
67.7K
$35.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.88K+ 5.05% |
$880K - $1.01M
|
39.1K
$20.5M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.86KNew |
$871K - $1M
|
1.86K
$976K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.85K+ 15.53% |
$864K - $995K
|
13.7K
$7.2M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1.84K+ 4.72% |
$860K - $991K
|
40.8K
$21.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.83KNew |
$856K - $986K
|
1.83K
$959K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.82K+ 70.64% |
$854K - $984K
|
4.41K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 185.5% |
$851K - $980K
|
2.8K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.81K+ 30.55% |
$848K - $977K
|
7.73K
$4.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.78K+ 6.59% |
$834K - $961K
|
28.8K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.77K+ 32.09% |
$827K - $953K
|
7.27K
$3.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.76K+ 15.49% |
$826K - $952K
|
13.2K
$6.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 2.55% |
$820K - $945K
|
70.5K
$37M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.74K+ 9.16% |
$817K - $941K
|
20.8K
$10.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.73K+ 110.95% |
$812K - $935K
|
3.3K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.72K+ 7.72% |
$804K - $926K
|
23.9K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.71K+ 3.72% |
$802K - $924K
|
47.7K
$25M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.7K+ 6.83% |
$796K - $917K
|
26.6K
$14M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.7K+ 2.61% |
$795K - $916K
|
66.7K
$35M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.7KNew |
$795K - $916K
|
1.7K
$891K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.7K+ 2.79% |
$795K - $916K
|
62.5K
$32.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.7K+ 6.44% |
$794K - $914K
|
28K
$14.7M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
1.69K+ 1.08% |
$793K - $913K
|
158K
$83M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.68K+ 28.76% |
$785K - $905K
|
7.51K
$3.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.67K+ 10.64% |
$780K - $898K
|
17.3K
$9.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.65K+ 299.64% |
$773K - $891K
|
2.2K
$1.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.65K+ 82.83% |
$773K - $890K
|
3.64K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.65K+ 7.24% |
$773K - $890K
|
24.4K
$12.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.65KNew |
$771K - $889K
|
1.65K
$864K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.64K+ 2.77% |
$769K - $885K
|
60.8K
$31.9M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.62K+ 20.25% |
$760K - $876K
|
9.64K
$5.06M
|