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 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.05K+ 2.61% |
$492K - $567K
|
41.4K
$21.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
1.05K+ 107.61% |
$490K - $565K
|
2.02K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.04K+ 114.52% |
$488K - $562K
|
1.95K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.04K+ 41.45% |
$485K - $558K
|
3.53K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.03K+ 12.9% |
$482K - $556K
|
9.01K
$4.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.03K+ 7.53% |
$481K - $555K
|
14.7K
$7.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.03K+ 17.28% |
$481K - $554K
|
6.96K
$3.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.02K+ 3.77% |
$480K - $552K
|
28.2K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.02K+ 16.0% |
$478K - $551K
|
7.4K
$3.88M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.02K+ 154.78% |
$478K - $550K
|
1.68K
$881K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
1.02KNew |
$475K - $548K
|
1.02K
$533K
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.01KNew |
$473K - $544K
|
1.01K
$530K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.01K+ 57.13% |
$471K - $543K
|
2.77K
$1.45M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
1K+ 48.92% |
$469K - $540K
|
3.05K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1K+ 10.42% |
$468K - $540K
|
10.6K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
1K+ 4.05% |
$468K - $540K
|
25.7K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
1KNew |
$468K - $540K
|
1K
$525K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
995+ 1.67% |
$466K - $537K
|
60.5K
$31.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
990+ 18.55% |
$464K - $534K
|
6.33K
$3.32M
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
986+ 4.35% |
$462K - $532K
|
23.6K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
980+ 6.19% |
$459K - $529K
|
16.8K
$8.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
976+ 118.73% |
$457K - $527K
|
1.8K
$944K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
974+ 4.95% |
$456K - $525K
|
20.6K
$10.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
970+ 41.77% |
$454K - $523K
|
3.29K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
967+ 78.05% |
$453K - $522K
|
2.21K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
962+ 3.15% |
$451K - $519K
|
31.5K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
955+ 29.33% |
$447K - $515K
|
4.21K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
946+ 18.07% |
$443K - $510K
|
6.18K
$3.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
944+ 2.27% |
$442K - $509K
|
42.5K
$22.3M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
944+ 1.63% |
$442K - $509K
|
59K
$31M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
944+ 0.72% |
$442K - $509K
|
132K
$69.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
943+ 18.46% |
$442K - $509K
|
6.05K
$3.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
943New |
$442K - $509K
|
943
$495K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
941+ 0.77% |
$441K - $508K
|
123K
$64.5M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
941+ 16.73% |
$441K - $508K
|
6.57K
$3.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
938+ 29.44% |
$439K - $506K
|
4.12K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
934+ 4.25% |
$437K - $504K
|
22.9K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
928+ 83.3% |
$435K - $501K
|
2.04K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
925+ 8.02% |
$433K - $499K
|
12.5K
$6.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
925+ 0.53% |
$433K - $499K
|
176K
$92.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
924+ 3.67% |
$433K - $499K
|
26.1K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
921+ 2.39% |
$431K - $497K
|
39.4K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
921+ 2.76% |
$431K - $497K
|
34.3K
$18M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
919+ 33.12% |
$430K - $496K
|
3.69K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
917+ 210.32% |
$429K - $495K
|
1.35K
$710K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
916+ 4.14% |
$429K - $494K
|
23K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
916+ 8.34% |
$429K - $494K
|
11.9K
$6.25M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
912New |
$427K - $492K
|
912
$479K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
907+ 5.92% |
$425K - $489K
|
16.2K
$8.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
906+ 10.68% |
$424K - $489K
|
9.39K
$4.93M
|