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 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1.25K- 11.16% |
$587K - $676K
|
9.97K
$4.66M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-1.26K- 10.8% |
$592K - $681K
|
10.4K
$4.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.3K- 12.2% |
$607K - $700K
|
9.34K
$4.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-1.31K- 35.62% |
$614K - $707K
|
2.37K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.41K- 3.7% |
$662K - $763K
|
36.8K
$17.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.43K- 17.49% |
$667K - $769K
|
6.72K
$3.14M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-1.47K- 11.4% |
$687K - $791K
|
11.4K
$5.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.52K- 15.45% |
$710K - $817K
|
8.29K
$3.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.52K- 12.57% |
$712K - $820K
|
10.6K
$4.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.57K- 18.51% |
$736K - $848K
|
6.92K
$3.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.65K- 5.55% |
$770K - $888K
|
28K
$13.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.67K- 4.26% |
$780K - $898K
|
37.4K
$17.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.67K- 1.4% |
$782K - $900K
|
118K
$54.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 5.0% |
$803K - $925K
|
32.6K
$15.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.79K- 5.17% |
$839K - $967K
|
32.9K
$15.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.81K- 2.71% |
$848K - $977K
|
65K
$30.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-1.81K- 7.52% |
$849K - $978K
|
22.3K
$10.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.83K- 13.48% |
$857K - $987K
|
11.7K
$5.48M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-1.88K- 5.54% |
$880K - $1.01M
|
32K
$15M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.9K- 40.65% |
$888K - $1.02M
|
2.77K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-1.91K- 15.58% |
$894K - $1.03M
|
10.3K
$4.83M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 4.19% |
$914K - $1.05M
|
44.6K
$20.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2K- 29.9% |
$938K - $1.08M
|
4.7K
$2.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.05K- 78.6% |
$960K - $1.11M
|
558
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-2.06K- 4.09% |
$965K - $1.11M
|
48.3K
$22.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-2.06K- 52.44% |
$965K - $1.11M
|
1.87K
$873K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.07K- 6.92% |
$969K - $1.12M
|
27.8K
$13M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2.19K- 12.44% |
$1.03M - $1.18M
|
15.4K
$7.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.24K- 3.02% |
$1.05M - $1.21M
|
71.7K
$33.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.27K- 4.02% |
$1.06M - $1.23M
|
54.3K
$25.4M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.33K- 5.01% |
$1.09M - $1.26M
|
44.1K
$20.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-2.5K- 8.79% |
$1.17M - $1.35M
|
26K
$12.1M
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-2.6K- 4.78% |
$1.22M - $1.4M
|
51.8K
$24.2M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-2.74K- 7.5% |
$1.28M - $1.48M
|
33.8K
$15.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.79K- 19.47% |
$1.31M - $1.51M
|
11.5K
$5.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-2.86K- 18.02% |
$1.34M - $1.54M
|
13K
$6.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.87K- 43.8% |
$1.35M - $1.55M
|
3.69K
$1.72M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-2.88K- 38.06% |
$1.35M - $1.55M
|
4.69K
$2.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3K- 17.29% |
$1.4M - $1.62M
|
14.3K
$6.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.02K- 6.78% |
$1.42M - $1.63M
|
41.6K
$19.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-3.04K- 16.07% |
$1.42M - $1.64M
|
15.8K
$7.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3.05K- 1.98% |
$1.43M - $1.65M
|
151K
$70.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3.09K- 25.94% |
$1.44M - $1.66M
|
8.81K
$4.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-3.14K- 21.43% |
$1.47M - $1.69M
|
11.5K
$5.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.17K- 8.54% |
$1.48M - $1.71M
|
33.9K
$15.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.23K- 5.01% |
$1.51M - $1.74M
|
61.3K
$28.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3.33K- 42.12% |
$1.56M - $1.8M
|
4.58K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-3.37K- 1.1% |
$1.58M - $1.82M
|
304K
$142M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-3.43K- 11.93% |
$1.6M - $1.85M
|
25.3K
$11.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3.52K- 12.07% |
$1.65M - $1.9M
|
25.6K
$12M
|