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 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
755+ 6.17% |
$354K - $407K
|
13K
$6.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
751+ 15.03% |
$352K - $405K
|
5.75K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
734+ 5.2% |
$344K - $396K
|
14.8K
$7.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
732+ 1.3% |
$343K - $395K
|
56.9K
$29.9M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
731+ 2.65% |
$342K - $394K
|
28.4K
$14.9M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
727+ 0.54% |
$340K - $392K
|
135K
$71M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
726+ 8.99% |
$340K - $392K
|
8.8K
$4.62M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
723+ 5.12% |
$339K - $390K
|
14.8K
$7.79M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
721+ 0.89% |
$338K - $389K
|
81.8K
$42.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
717+ 1.84% |
$336K - $387K
|
39.7K
$20.8M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
713+ 5.47% |
$334K - $385K
|
13.7K
$7.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
709+ 10.8% |
$332K - $383K
|
7.27K
$3.82M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
709+ 1.07% |
$332K - $383K
|
67.3K
$35.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
704+ 77.62% |
$330K - $380K
|
1.61K
$845K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
703+ 0.96% |
$329K - $379K
|
73.7K
$38.7M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
703+ 39.1% |
$329K - $379K
|
2.5K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
700New |
$328K - $378K
|
700
$367K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
696+ 202.33% |
$326K - $376K
|
1.04K
$546K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
695+ 0.71% |
$325K - $375K
|
98.7K
$51.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
694+ 31.12% |
$325K - $374K
|
2.92K
$1.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
692+ 8.37% |
$324K - $373K
|
8.96K
$4.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
691New |
$324K - $373K
|
691
$363K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
690+ 3.6% |
$323K - $372K
|
19.9K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
688New |
$322K - $371K
|
688
$361K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
686+ 12.03% |
$321K - $370K
|
6.39K
$3.35M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
685+ 3.07% |
$321K - $370K
|
23K
$12.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
684+ 0.74% |
$320K - $369K
|
92.7K
$48.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
683+ 32.2% |
$320K - $368K
|
2.8K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
682+ 17.18% |
$319K - $368K
|
4.65K
$2.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
680+ 7.09% |
$318K - $367K
|
10.3K
$5.39M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
680+ 19.58% |
$318K - $367K
|
4.15K
$2.18M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
680+ 1.66% |
$318K - $367K
|
41.8K
$21.9M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
673New |
$315K - $363K
|
673
$353K
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
671New |
$314K - $362K
|
671
$352K
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
668+ 2.38% |
$313K - $360K
|
28.8K
$15.1M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
667+ 36.29% |
$312K - $360K
|
2.51K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
666+ 5.99% |
$312K - $359K
|
11.8K
$6.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
657+ 9.85% |
$308K - $354K
|
7.33K
$3.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
657+ 8.93% |
$308K - $354K
|
8.02K
$4.21M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
656+ 2.05% |
$307K - $354K
|
32.7K
$17.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
648+ 10.89% |
$303K - $350K
|
6.6K
$3.46M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
647+ 3.71% |
$303K - $349K
|
18.1K
$9.49M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
645+ 3.24% |
$302K - $348K
|
20.5K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
642New |
$301K - $346K
|
642
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
636New |
$298K - $343K
|
636
$334K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
635+ 12.12% |
$297K - $343K
|
5.88K
$3.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
624+ 43.21% |
$292K - $337K
|
2.07K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
619+ 59.46% |
$290K - $334K
|
1.66K
$871K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
618+ 1.86% |
$289K - $333K
|
33.8K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
616New |
$288K - $332K
|
616
$323K
|