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 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
906+ 1.72% |
$424K - $489K
|
53.5K
$28.1M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
903+ 1.47% |
$423K - $487K
|
62.5K
$32.8M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
902New |
$422K - $487K
|
902
$473K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
901+ 13.71% |
$422K - $486K
|
7.48K
$3.92M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
900New |
$422K - $486K
|
900
$472K
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
900New |
$422K - $486K
|
900
$472K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
899New |
$421K - $485K
|
899
$472K
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
894New |
$419K - $482K
|
894
$469K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
894+ 59.88% |
$419K - $482K
|
2.39K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
893+ 10.13% |
$418K - $482K
|
9.71K
$5.1M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
891+ 13.9% |
$417K - $481K
|
7.3K
$3.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
890+ 11.94% |
$417K - $480K
|
8.34K
$4.38M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
886+ 1.07% |
$415K - $478K
|
83.5K
$43.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
878+ 5.43% |
$411K - $474K
|
17.1K
$8.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
872New |
$408K - $470K
|
872
$458K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
870+ 2.26% |
$407K - $469K
|
39.4K
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
863+ 12.54% |
$404K - $466K
|
7.74K
$4.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
862+ 131.6% |
$404K - $465K
|
1.52K
$796K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
859+ 17.06% |
$402K - $463K
|
5.89K
$3.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
855New |
$400K - $461K
|
855
$449K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
846+ 3.39% |
$396K - $456K
|
25.8K
$13.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
843+ 34.27% |
$395K - $455K
|
3.3K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
841+ 4.34% |
$394K - $454K
|
20.2K
$10.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
836+ 1.81% |
$392K - $451K
|
46.9K
$24.6M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
832+ 4.68% |
$390K - $449K
|
18.6K
$9.76M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
832New |
$390K - $449K
|
832
$437K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
828+ 4.81% |
$388K - $447K
|
18K
$9.47M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
824+ 31.73% |
$386K - $445K
|
3.42K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
820New |
$384K - $442K
|
820
$430K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
819+ 3.64% |
$384K - $442K
|
23.3K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
818+ 4.43% |
$383K - $441K
|
19.3K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
814+ 19.73% |
$381K - $439K
|
4.94K
$2.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
812New |
$380K - $438K
|
812
$426K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
809+ 5.59% |
$379K - $436K
|
15.3K
$8.02M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
809+ 10.15% |
$379K - $436K
|
8.78K
$4.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
807+ 27.76% |
$378K - $435K
|
3.71K
$1.95M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
806+ 10.65% |
$377K - $435K
|
8.37K
$4.39M
|
|
|
May 14, 2025
Q1 2025
|
Little Harbor Advisors, LLC
|
BUY
|
- |
804+ 3.44% |
$377K - $434K
|
24.1K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
802+ 12.4% |
$376K - $433K
|
7.27K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
800+ 144.67% |
$375K - $432K
|
1.35K
$710K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
795+ 11.8% |
$372K - $429K
|
7.53K
$3.95M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
791+ 1.39% |
$370K - $427K
|
57.6K
$30.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
788+ 17.77% |
$369K - $425K
|
5.22K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
783+ 18.04% |
$367K - $422K
|
5.12K
$2.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
782New |
$366K - $422K
|
782
$410K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
777+ 2.56% |
$364K - $419K
|
31.2K
$16.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
777+ 2.59% |
$364K - $419K
|
30.8K
$16.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
774+ 3.97% |
$362K - $418K
|
20.3K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
771New |
$361K - $416K
|
771
$405K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
762+ 2.81% |
$357K - $411K
|
27.9K
$14.6M
|