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 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-746- 49.6% |
$349K - $402K
|
758
$337K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-757- 2.43% |
$355K - $408K
|
30.4K
$13.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-786- 2.1% |
$368K - $424K
|
36.6K
$16.3M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-786- 17.39% |
$368K - $424K
|
3.73K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-796- 5.31% |
$373K - $429K
|
14.2K
$6.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-800- 6.5% |
$375K - $432K
|
11.5K
$5.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-803- 1.39% |
$376K - $433K
|
57.2K
$25.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-834- 16.05% |
$391K - $450K
|
4.36K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-869- 4.87% |
$407K - $469K
|
17K
$7.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-869- 61.37% |
$407K - $469K
|
547
$243K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-971- 5.3% |
$455K - $524K
|
17.4K
$7.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1K- 2.01% |
$469K - $541K
|
48.8K
$21.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.01K- 97.1% |
$471K - $542K
|
30
$13.3K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-1.06K- 7.35% |
$498K - $574K
|
13.4K
$5.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.07K- 11.09% |
$499K - $575K
|
8.55K
$3.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.1K- 30.26% |
$515K - $593K
|
2.54K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.11K- 19.44% |
$520K - $599K
|
4.6K
$2.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.18K- 63.17% |
$553K - $637K
|
688
$306K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-1.26K- 10.8% |
$592K - $681K
|
10.4K
$4.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-1.31K- 35.62% |
$614K - $707K
|
2.37K
$1.05M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-1.47K- 11.4% |
$687K - $791K
|
11.4K
$5.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.52K- 15.45% |
$710K - $817K
|
8.29K
$3.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.57K- 18.51% |
$736K - $848K
|
6.92K
$3.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.65K- 5.55% |
$770K - $888K
|
28K
$12.4M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.67K- 4.26% |
$780K - $898K
|
37.4K
$16.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.67K- 1.4% |
$782K - $900K
|
118K
$52.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 5.0% |
$803K - $925K
|
32.6K
$14.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.79K- 5.17% |
$839K - $967K
|
32.9K
$14.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.81K- 2.71% |
$848K - $977K
|
65K
$28.9M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-1.88K- 5.54% |
$880K - $1.01M
|
32K
$14.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.9K- 40.65% |
$888K - $1.02M
|
2.77K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-1.91K- 15.58% |
$894K - $1.03M
|
10.3K
$4.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 4.19% |
$914K - $1.05M
|
44.6K
$19.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.05K- 78.6% |
$960K - $1.11M
|
558
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-2.06K- 4.09% |
$965K - $1.11M
|
48.3K
$21.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-2.06K- 52.44% |
$965K - $1.11M
|
1.87K
$830K
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2.19K- 12.44% |
$1.03M - $1.18M
|
15.4K
$6.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.24K- 3.02% |
$1.05M - $1.21M
|
71.7K
$31.9M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.33K- 5.01% |
$1.09M - $1.26M
|
44.1K
$19.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-2.5K- 8.79% |
$1.17M - $1.35M
|
26K
$11.5M
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-2.6K- 4.78% |
$1.22M - $1.4M
|
51.8K
$23M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-2.74K- 7.5% |
$1.28M - $1.48M
|
33.8K
$15M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.79K- 19.47% |
$1.31M - $1.51M
|
11.5K
$5.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.87K- 43.8% |
$1.35M - $1.55M
|
3.69K
$1.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-2.88K- 38.06% |
$1.35M - $1.55M
|
4.69K
$2.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3K- 17.29% |
$1.4M - $1.62M
|
14.3K
$6.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.02K- 6.78% |
$1.42M - $1.63M
|
41.6K
$18.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-3.14K- 21.43% |
$1.47M - $1.69M
|
11.5K
$5.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.17K- 8.54% |
$1.48M - $1.71M
|
33.9K
$15.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.23K- 5.01% |
$1.51M - $1.74M
|
61.3K
$27.2M
|