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 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
382+ 30.37% |
$179K - $206K
|
1.64K
$861K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
379+ 4.74% |
$178K - $204K
|
8.37K
$4.39M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
379+ 0.99% |
$178K - $204K
|
38.6K
$20.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
378+ 27.47% |
$177K - $204K
|
1.75K
$920K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
376+ 3.91% |
$176K - $203K
|
9.99K
$5.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
373+ 16.55% |
$175K - $201K
|
2.63K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
372+ 0.98% |
$174K - $201K
|
38.4K
$20.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
372+ 48.88% |
$174K - $201K
|
1.13K
$595K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
372+ 42.96% |
$174K - $201K
|
1.24K
$650K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
371+ 11.79% |
$174K - $200K
|
3.52K
$1.85M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
370+ 26.77% |
$173K - $200K
|
1.75K
$919K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
367New |
$172K - $198K
|
367
$193K
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
365+ 6.56% |
$171K - $197K
|
5.93K
$3.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
359+ 12.19% |
$168K - $194K
|
3.3K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
356+ 3.99% |
$167K - $192K
|
9.27K
$4.87M
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
356+ 3.21% |
$167K - $192K
|
11.4K
$6M
|
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
353+ 2.79% |
$165K - $190K
|
13K
$6.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
347+ 10.27% |
$163K - $187K
|
3.73K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
346+ 8.92% |
$162K - $187K
|
4.22K
$2.22M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
343+ 15.59% |
$161K - $185K
|
2.54K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
342+ 0.95% |
$160K - $185K
|
36.5K
$19.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
341+ 3.87% |
$160K - $184K
|
9.16K
$4.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
338+ 28.67% |
$158K - $182K
|
1.52K
$796K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
334+ 14.99% |
$156K - $180K
|
2.56K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
332+ 3.35% |
$155K - $179K
|
10.3K
$5.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
331+ 1.01% |
$155K - $179K
|
33.2K
$17.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
331+ 0.34% |
$155K - $179K
|
96.8K
$50.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
330+ 191.86% |
$155K - $178K
|
502
$263K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
328+ 2.82% |
$154K - $177K
|
11.9K
$6.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
324+ 8.22% |
$152K - $175K
|
4.27K
$2.24M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
324+ 5.58% |
$152K - $175K
|
6.13K
$3.22M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
323+ 32.96% |
$151K - $174K
|
1.3K
$684K
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
323+ 8.09% |
$151K - $174K
|
4.31K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
323+ 19.9% |
$151K - $174K
|
1.95K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
322+ 50.55% |
$151K - $174K
|
959
$503K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
321+ 6.74% |
$150K - $173K
|
5.09K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
321+ 0.75% |
$150K - $173K
|
43.4K
$22.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
320+ 7.46% |
$150K - $173K
|
4.61K
$2.42M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
319+ 1.89% |
$149K - $172K
|
17.2K
$9.05M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
317New |
$148K - $171K
|
317
$166K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
316+ 5.51% |
$148K - $170K
|
6.05K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
315+ 8.78% |
$148K - $170K
|
3.9K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
314+ 35.08% |
$147K - $169K
|
1.21K
$634K
|
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
313+ 71.95% |
$147K - $169K
|
748
$393K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
313+ 27.48% |
$147K - $169K
|
1.45K
$762K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
311+ 9.56% |
$146K - $168K
|
3.56K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
310+ 51.24% |
$145K - $167K
|
915
$480K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
309+ 5.25% |
$145K - $167K
|
6.19K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
309+ 23.09% |
$145K - $167K
|
1.65K
$864K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
308+ 5.45% |
$144K - $166K
|
5.96K
$3.13M
|