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 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-640- 8.98% |
$300K - $345K
|
6.49K
$3.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-640- 2.61% |
$300K - $345K
|
23.8K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-653- 20.52% |
$306K - $352K
|
2.53K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-675- 13.13% |
$316K - $364K
|
4.46K
$2.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-675- 7.26% |
$316K - $364K
|
8.62K
$4.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-675- 1.29% |
$316K - $364K
|
51.6K
$24.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-679- 4.31% |
$318K - $366K
|
15.1K
$7.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-699- 1.31% |
$327K - $377K
|
52.8K
$24.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-703- 23.0% |
$329K - $379K
|
2.35K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-719- 23.31% |
$337K - $388K
|
2.37K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-731- 43.75% |
$342K - $394K
|
940
$439K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-737- 26.11% |
$345K - $398K
|
2.09K
$975K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-739- 1.83% |
$346K - $399K
|
39.7K
$18.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-746- 49.6% |
$349K - $402K
|
758
$354K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-750- 12.32% |
$351K - $405K
|
5.34K
$2.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-755- 4.68% |
$354K - $407K
|
15.4K
$7.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-757- 2.43% |
$355K - $408K
|
30.4K
$14.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-767- 4.34% |
$359K - $414K
|
16.9K
$7.9M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-786- 17.39% |
$368K - $424K
|
3.73K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-786- 2.1% |
$368K - $424K
|
36.6K
$17.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-796- 5.31% |
$373K - $429K
|
14.2K
$6.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-800- 6.5% |
$375K - $432K
|
11.5K
$5.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-802- 35.55% |
$376K - $433K
|
1.45K
$680K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-802- 10.4% |
$376K - $433K
|
6.91K
$3.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-803- 1.39% |
$376K - $433K
|
57.2K
$26.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-808- 12.73% |
$378K - $436K
|
5.54K
$2.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-834- 16.05% |
$391K - $450K
|
4.36K
$2.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-849- 3.91% |
$398K - $458K
|
20.8K
$9.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-861- 8.77% |
$403K - $465K
|
8.95K
$4.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-869- 61.37% |
$407K - $469K
|
547
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-869- 4.87% |
$407K - $469K
|
17K
$7.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-896- 35.54% |
$420K - $483K
|
1.63K
$759K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-900- 40.95% |
$422K - $486K
|
1.3K
$607K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-957- 1.19% |
$448K - $516K
|
79.7K
$37.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-971- 5.3% |
$455K - $524K
|
17.4K
$8.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-991- 5.84% |
$464K - $535K
|
16K
$7.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1K- 2.01% |
$469K - $541K
|
48.8K
$22.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.01K- 97.1% |
$471K - $542K
|
30
$14K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-1.02K- 10.83% |
$477K - $550K
|
8.39K
$3.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.04K- 38.16% |
$489K - $563K
|
1.69K
$791K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-1.06K- 7.35% |
$498K - $574K
|
13.4K
$6.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.07K- 11.09% |
$499K - $575K
|
8.55K
$4M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-1.08K- 1.56% |
$507K - $584K
|
68.2K
$31.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.1K- 30.26% |
$515K - $593K
|
2.54K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.11K- 19.44% |
$520K - $599K
|
4.6K
$2.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 36.06% |
$528K - $608K
|
2K
$934K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.17K- 49.45% |
$546K - $629K
|
1.19K
$557K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.18K- 63.17% |
$553K - $637K
|
688
$322K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.19K- 12.93% |
$559K - $644K
|
8.04K
$3.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.21K- 4.0% |
$565K - $651K
|
28.9K
$13.5M
|