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
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
415+ 11.97% |
$194K - $224K
|
3.88K
$2.38M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
415New |
$194K - $224K
|
415
$254K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
413+ 2.95% |
$193K - $223K
|
14.4K
$8.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
411+ 4.68% |
$192K - $222K
|
9.2K
$5.63M
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
407+ 30.74% |
$191K - $220K
|
1.73K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
402+ 12.47% |
$188K - $217K
|
3.63K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
401+ 0.53% |
$188K - $216K
|
76.3K
$46.7M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
400New |
$187K - $216K
|
400
$245K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
400+ 0.6% |
$187K - $216K
|
66.6K
$40.8M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
400+ 13.2% |
$187K - $216K
|
3.43K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
392+ 2.68% |
$184K - $211K
|
15K
$9.19M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
389+ 67.89% |
$182K - $210K
|
962
$588K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
386+ 17.4% |
$181K - $208K
|
2.6K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
386+ 6.1% |
$181K - $208K
|
6.71K
$4.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
386+ 5.82% |
$181K - $208K
|
7.02K
$4.29M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
384+ 5.31% |
$180K - $207K
|
7.62K
$4.66M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
384+ 62.85% |
$180K - $207K
|
995
$609K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
383+ 13.75% |
$179K - $207K
|
3.17K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
382+ 30.37% |
$179K - $206K
|
1.64K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
379+ 4.74% |
$178K - $204K
|
8.37K
$5.12M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
379+ 0.99% |
$178K - $204K
|
38.6K
$23.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
378+ 27.47% |
$177K - $204K
|
1.75K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
376+ 3.91% |
$176K - $203K
|
9.99K
$6.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
373+ 16.55% |
$175K - $201K
|
2.63K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
372+ 0.98% |
$174K - $201K
|
38.4K
$23.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
372+ 48.88% |
$174K - $201K
|
1.13K
$693K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
372+ 42.96% |
$174K - $201K
|
1.24K
$757K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
371+ 11.79% |
$174K - $200K
|
3.52K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
370+ 26.77% |
$173K - $200K
|
1.75K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
367New |
$172K - $198K
|
367
$224K
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
365+ 6.56% |
$171K - $197K
|
5.93K
$3.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
359+ 12.19% |
$168K - $194K
|
3.3K
$2.02M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
356+ 3.99% |
$167K - $192K
|
9.27K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
356+ 3.21% |
$167K - $192K
|
11.4K
$6.99M
|
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
353+ 2.79% |
$165K - $190K
|
13K
$7.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
347+ 10.27% |
$163K - $187K
|
3.73K
$2.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
346+ 8.92% |
$162K - $187K
|
4.22K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
343+ 15.59% |
$161K - $185K
|
2.54K
$1.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
342+ 0.95% |
$160K - $185K
|
36.5K
$22.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
341+ 3.87% |
$160K - $184K
|
9.16K
$5.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
338+ 28.67% |
$158K - $182K
|
1.52K
$928K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
334+ 14.99% |
$156K - $180K
|
2.56K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
332+ 3.35% |
$155K - $179K
|
10.3K
$6.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
331+ 1.01% |
$155K - $179K
|
33.2K
$20.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
331+ 0.34% |
$155K - $179K
|
96.8K
$59.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
330+ 191.86% |
$155K - $178K
|
502
$307K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
328+ 2.82% |
$154K - $177K
|
11.9K
$7.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
324+ 8.22% |
$152K - $175K
|
4.27K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
324+ 5.58% |
$152K - $175K
|
6.13K
$3.75M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
323+ 32.96% |
$151K - $174K
|
1.3K
$797K
|