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 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.65K+ 299.64% |
$773K - $891K
|
2.2K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.6K+ 0.77% |
$749K - $863K
|
210K
$96.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.59K+ 11.76% |
$746K - $859K
|
15.1K
$6.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
1.54K+ 31.4% |
$720K - $830K
|
6.44K
$2.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.53K+ 12.25% |
$717K - $827K
|
14K
$6.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.53K+ 68.41% |
$716K - $825K
|
3.76K
$1.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.49K+ 11.85% |
$699K - $805K
|
14.1K
$6.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.48K+ 4.88% |
$693K - $798K
|
31.8K
$14.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.37K+ 30.46% |
$643K - $741K
|
5.88K
$2.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
1.37K+ 5.16% |
$640K - $738K
|
27.8K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.34K+ 34.75% |
$629K - $725K
|
5.21K
$2.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.33KNew |
$622K - $717K
|
1.33K
$608K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.28K+ 6.05% |
$599K - $690K
|
22.4K
$10.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.28K+ 4.41% |
$598K - $688K
|
30.2K
$13.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 129.18% |
$572K - $659K
|
2.17K
$992K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.21K+ 4.03% |
$568K - $654K
|
31.3K
$14.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
1.21KNew |
$565K - $651K
|
1.21K
$552K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.18KNew |
$555K - $639K
|
1.18K
$542K
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
1.18K+ 121.78% |
$553K - $637K
|
2.15K
$983K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.12K+ 8.43% |
$524K - $604K
|
14.4K
$6.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 5.78% |
$509K - $586K
|
19.9K
$9.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.09K+ 14.84% |
$508K - $585K
|
8.4K
$3.84M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
1.08K+ 13.37% |
$504K - $581K
|
9.13K
$4.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.06K+ 10.27% |
$498K - $574K
|
11.4K
$5.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
1.05K+ 107.61% |
$490K - $565K
|
2.02K
$924K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.03K+ 17.28% |
$481K - $554K
|
6.96K
$3.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.02K+ 3.77% |
$480K - $552K
|
28.2K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.01KNew |
$473K - $544K
|
1.01K
$462K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.01K+ 57.13% |
$471K - $543K
|
2.77K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
970+ 41.77% |
$454K - $523K
|
3.29K
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
944+ 2.27% |
$442K - $509K
|
42.5K
$19.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
943+ 18.46% |
$442K - $509K
|
6.05K
$2.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
938+ 29.44% |
$439K - $506K
|
4.12K
$1.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
934+ 4.25% |
$437K - $504K
|
22.9K
$10.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
928+ 83.3% |
$435K - $501K
|
2.04K
$934K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
925+ 8.02% |
$433K - $499K
|
12.5K
$5.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
924+ 3.67% |
$433K - $499K
|
26.1K
$11.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
890+ 11.94% |
$417K - $480K
|
8.34K
$3.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
872New |
$408K - $470K
|
872
$399K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
870+ 2.26% |
$407K - $469K
|
39.4K
$18M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
862+ 131.6% |
$404K - $465K
|
1.52K
$694K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
836+ 1.81% |
$392K - $451K
|
46.9K
$21.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
814+ 19.73% |
$381K - $439K
|
4.94K
$2.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
807+ 27.76% |
$378K - $435K
|
3.71K
$1.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
751+ 15.03% |
$352K - $405K
|
5.75K
$2.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
717+ 1.84% |
$336K - $387K
|
39.7K
$18.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
709+ 10.8% |
$332K - $383K
|
7.27K
$3.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
703+ 0.96% |
$329K - $379K
|
73.7K
$33.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
696+ 202.33% |
$326K - $376K
|
1.04K
$476K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
692+ 8.37% |
$324K - $373K
|
8.96K
$4.1M
|