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 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
1.62K+ 6.06% |
$760K - $875K
|
28.4K
$14.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.61K+ 102.23% |
$753K - $868K
|
3.18K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
1.61K+ 4.8% |
$753K - $868K
|
35.1K
$18.4M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.61K+ 2.97% |
$752K - $866K
|
55.7K
$29.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.6K+ 0.77% |
$749K - $863K
|
210K
$110M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.6K+ 25.47% |
$747K - $861K
|
7.86K
$4.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.59K+ 11.76% |
$746K - $859K
|
15.1K
$7.94M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.59K+ 33.64% |
$743K - $856K
|
6.3K
$3.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.59K+ 8.56% |
$743K - $856K
|
20.1K
$10.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1.58K+ 2.48% |
$738K - $850K
|
65.1K
$34.2M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.57K+ 6.86% |
$734K - $845K
|
24.4K
$12.8M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.56KNew |
$730K - $841K
|
1.56K
$818K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.54K+ 16.54% |
$722K - $831K
|
10.9K
$5.7M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.54K+ 2.54% |
$721K - $831K
|
62.1K
$32.6M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.54K+ 5.81% |
$721K - $830K
|
28K
$14.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
1.54K+ 31.4% |
$720K - $830K
|
6.44K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
1.54KNew |
$719K - $828K
|
1.54K
$806K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.53K+ 12.25% |
$717K - $827K
|
14K
$7.37M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 50.53% |
$717K - $825K
|
4.56K
$2.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.53K+ 68.41% |
$716K - $825K
|
3.76K
$1.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.53K+ 5.23% |
$715K - $824K
|
30.7K
$16.1M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.52K+ 0.83% |
$711K - $819K
|
184K
$96.5M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
1.51K+ 20.59% |
$709K - $816K
|
8.86K
$4.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.51K+ 17.65% |
$706K - $813K
|
10K
$5.27M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.5KNew |
$704K - $811K
|
1.5K
$789K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.5K+ 51.5% |
$700K - $807K
|
4.4K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.5KNew |
$700K - $807K
|
1.5K
$785K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.49K+ 11.85% |
$699K - $805K
|
14.1K
$7.39M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.49K+ 5.19% |
$697K - $803K
|
30.2K
$15.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.48K+ 4.88% |
$693K - $798K
|
31.8K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.43K+ 7.43% |
$671K - $773K
|
20.7K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.41K+ 5.05% |
$662K - $762K
|
29.4K
$15.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 3.94% |
$652K - $751K
|
36.7K
$19.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.37K+ 30.46% |
$643K - $741K
|
5.88K
$3.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
1.37K+ 5.16% |
$640K - $738K
|
27.8K
$14.6M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.35K+ 121.87% |
$634K - $731K
|
2.47K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.35K+ 39.81% |
$630K - $726K
|
4.73K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.34K+ 34.75% |
$629K - $725K
|
5.21K
$2.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.33KNew |
$622K - $717K
|
1.33K
$697K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.32K+ 18.86% |
$620K - $714K
|
8.34K
$4.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.32K+ 5.75% |
$618K - $712K
|
24.3K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.32K+ 9.6% |
$616K - $709K
|
15K
$7.88M
|
|
|
May 01, 2025
Q1 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
1.32K+ 45.87% |
$616K - $709K
|
4.18K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.31K+ 4.03% |
$614K - $707K
|
33.8K
$17.7M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.3K+ 12.39% |
$610K - $703K
|
11.8K
$6.2M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.3K+ 5.82% |
$608K - $701K
|
23.6K
$12.4M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 3.98% |
$606K - $698K
|
33.8K
$17.7M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.29K+ 3.58% |
$605K - $697K
|
37.4K
$19.6M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.28K+ 14.84% |
$601K - $692K
|
9.93K
$5.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.28K+ 6.05% |
$599K - $690K
|
22.4K
$11.8M
|