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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-255- 2.12% |
$119K - $138K
|
11.8K
$5.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-255- 1.34% |
$119K - $138K
|
18.8K
$8.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-257- 0.5% |
$120K - $139K
|
50.9K
$22.6M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-259- 8.77% |
$121K - $140K
|
2.69K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-267- 0.62% |
$125K - $144K
|
42.9K
$19.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-267- 12.75% |
$125K - $144K
|
1.83K
$811K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-270- 1.9% |
$126K - $146K
|
13.9K
$6.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-270- 8.67% |
$126K - $146K
|
2.85K
$1.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-270- 2.21% |
$126K - $146K
|
11.9K
$5.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-276- 3.72% |
$129K - $149K
|
7.14K
$3.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-277- 1.38% |
$130K - $149K
|
19.9K
$8.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-314- 4.51% |
$147K - $169K
|
6.65K
$2.95M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-316- 1.19% |
$148K - $170K
|
26.3K
$11.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-324- 9.9% |
$152K - $175K
|
2.95K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-324- 3.27% |
$152K - $175K
|
9.6K
$4.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-335- 2.4% |
$157K - $181K
|
13.7K
$6.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-341- 3.13% |
$160K - $184K
|
10.6K
$4.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-343- 5.21% |
$161K - $185K
|
6.24K
$2.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-351- 3.34% |
$164K - $189K
|
10.1K
$4.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-352- 0.94% |
$165K - $190K
|
37K
$16.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-361- 4.03% |
$169K - $195K
|
8.6K
$3.82M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-372- 11.33% |
$174K - $201K
|
2.91K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-376- 34.4% |
$176K - $203K
|
717
$318K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-378- 16.34% |
$177K - $204K
|
1.94K
$859K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-382- 15.77% |
$179K - $206K
|
2.04K
$906K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-387- 2.37% |
$181K - $209K
|
16K
$7.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-395- 74.11% |
$185K - $213K
|
138
$61.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-421- 4.34% |
$197K - $227K
|
9.28K
$4.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-454- 4.56% |
$213K - $245K
|
9.5K
$4.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-455- 11.32% |
$213K - $245K
|
3.57K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-465- 2.95% |
$218K - $251K
|
15.3K
$6.79M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-472- 2.32% |
$221K - $255K
|
19.8K
$8.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-485- 46.68% |
$227K - $262K
|
554
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-495- 22.14% |
$232K - $267K
|
1.74K
$773K
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-500- 16.76% |
$234K - $270K
|
2.48K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-533- 3.14% |
$250K - $288K
|
16.5K
$7.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-536- 2.7% |
$251K - $289K
|
19.3K
$8.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-540- 1.43% |
$253K - $291K
|
37.3K
$16.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-544- 0.33% |
$255K - $293K
|
163K
$72.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-545- 4.24% |
$255K - $294K
|
12.3K
$5.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-567- 4.75% |
$266K - $306K
|
11.4K
$5.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-568- 17.05% |
$266K - $306K
|
2.76K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-592- 5.17% |
$277K - $319K
|
10.9K
$4.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-623- 10.81% |
$292K - $336K
|
5.14K
$2.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-631- 38.95% |
$296K - $340K
|
989
$439K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-640- 8.98% |
$300K - $345K
|
6.49K
$2.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-675- 7.26% |
$316K - $364K
|
8.62K
$3.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-679- 4.31% |
$318K - $366K
|
15.1K
$6.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-719- 23.31% |
$337K - $388K
|
2.37K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-737- 26.11% |
$345K - $398K
|
2.09K
$926K
|