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 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.28K+ 4.41% |
$598K - $688K
|
30.2K
$15.9M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1.27K+ 2.77% |
$597K - $687K
|
47.3K
$24.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.26K+ 28.32% |
$588K - $678K
|
5.69K
$2.99M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.25K+ 9.42% |
$584K - $673K
|
14.5K
$7.61M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
1.23K+ 99.27% |
$575K - $662K
|
2.46K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.22K+ 42.66% |
$573K - $660K
|
4.09K
$2.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 129.18% |
$572K - $659K
|
2.17K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.21K+ 4.03% |
$568K - $654K
|
31.3K
$16.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.21K+ 19.08% |
$567K - $653K
|
7.56K
$3.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
1.21K+ 5.87% |
$567K - $653K
|
21.8K
$11.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
1.21KNew |
$565K - $651K
|
1.21K
$633K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.2K+ 81.63% |
$564K - $650K
|
2.68K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.2K+ 20.82% |
$563K - $649K
|
6.98K
$3.66M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
1.19K+ 85.69% |
$558K - $643K
|
2.58K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.19K+ 2.75% |
$557K - $642K
|
44.5K
$23.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.18KNew |
$555K - $639K
|
1.18K
$621K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.18K+ 11.32% |
$554K - $638K
|
11.6K
$6.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
1.18K+ 121.78% |
$553K - $637K
|
2.15K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.18K+ 3.93% |
$551K - $634K
|
31.1K
$16.3M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1.18K+ 17.85% |
$550K - $634K
|
7.76K
$4.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.17K+ 8.53% |
$549K - $632K
|
14.9K
$7.83M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.17K+ 21.2% |
$548K - $631K
|
6.69K
$3.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.17KNew |
$547K - $630K
|
1.17K
$613K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 27.36% |
$543K - $626K
|
5.4K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.15K+ 10.75% |
$540K - $623K
|
11.9K
$6.24M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1.15K+ 8.23% |
$540K - $622K
|
15.1K
$7.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.14K+ 2.98% |
$536K - $617K
|
39.5K
$20.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
1.14K+ 6.8% |
$533K - $615K
|
17.9K
$9.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.13K+ 9.38% |
$531K - $612K
|
13.2K
$6.94M
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.12K+ 7.22% |
$525K - $605K
|
16.7K
$8.74M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
1.12KNew |
$525K - $605K
|
1.12K
$589K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.12K+ 8.43% |
$524K - $604K
|
14.4K
$7.55M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.12K+ 24.82% |
$524K - $603K
|
5.62K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.1K+ 18.73% |
$515K - $593K
|
6.97K
$3.66M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.1K+ 2.19% |
$514K - $592K
|
51.2K
$26.9M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.09K+ 2.43% |
$510K - $588K
|
45.9K
$24.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.09K+ 19.29% |
$510K - $588K
|
6.73K
$3.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 5.78% |
$509K - $586K
|
19.9K
$10.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.09K+ 2.81% |
$509K - $586K
|
39.8K
$20.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.09K+ 67.79% |
$509K - $586K
|
2.69K
$1.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.09K+ 14.84% |
$508K - $585K
|
8.4K
$4.41M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.08K+ 23.13% |
$508K - $585K
|
5.77K
$3.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
BUY
|
- |
1.08KNew |
$507K - $584K
|
1.08K
$568K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.08K+ 6.76% |
$507K - $584K
|
17.1K
$8.97M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.08K+ 18.66% |
$507K - $584K
|
6.88K
$3.61M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
1.08K+ 13.37% |
$504K - $581K
|
9.13K
$4.79M
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 39.28% |
$499K - $575K
|
3.78K
$1.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.06K+ 10.27% |
$498K - $574K
|
11.4K
$5.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.06K+ 16.38% |
$496K - $572K
|
7.53K
$3.95M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.05K+ 2.83% |
$493K - $568K
|
38.3K
$20.1M
|