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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
308+ 26.46% |
$144K - $166K
|
1.47K
$772K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
306+ 1.45% |
$143K - $165K
|
21.4K
$11.2M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
304+ 1.41% |
$142K - $164K
|
21.9K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
302+ 6.9% |
$141K - $163K
|
4.68K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300+ 2.81% |
$141K - $162K
|
11K
$5.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
297+ 29.23% |
$139K - $160K
|
1.31K
$689K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
296+ 0.84% |
$139K - $160K
|
35.5K
$18.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
296+ 27.79% |
$139K - $160K
|
1.36K
$714K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
290+ 27.97% |
$136K - $156K
|
1.33K
$696K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
290+ 7.42% |
$136K - $156K
|
4.2K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
288+ 23.51% |
$135K - $155K
|
1.51K
$794K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
287+ 0.93% |
$134K - $155K
|
31.1K
$16.3M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
286+ 1.01% |
$134K - $154K
|
28.5K
$15M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
283+ 0.57% |
$133K - $153K
|
50K
$26.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
282+ 1.94% |
$132K - $152K
|
14.9K
$7.79M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
282+ 15.15% |
$132K - $152K
|
2.14K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
282+ 27.25% |
$132K - $152K
|
1.32K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
282+ 7.84% |
$132K - $152K
|
3.88K
$2.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
281+ 7.54% |
$132K - $152K
|
4.01K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
281+ 60.82% |
$132K - $152K
|
743
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
278+ 9.33% |
$130K - $150K
|
3.26K
$1.71M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
277+ 29.63% |
$130K - $149K
|
1.21K
$636K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
276+ 3.2% |
$129K - $149K
|
8.89K
$4.67M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
275+ 42.37% |
$129K - $148K
|
924
$485K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
273New |
$128K - $147K
|
273
$143K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
270+ 7.49% |
$126K - $146K
|
3.87K
$2.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
270+ 214.29% |
$126K - $146K
|
396
$208K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
270+ 71.43% |
$126K - $146K
|
648
$340K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
270+ 2.41% |
$126K - $146K
|
11.5K
$6.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
269+ 7.07% |
$126K - $145K
|
4.07K
$2.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
269+ 18.86% |
$126K - $145K
|
1.7K
$890K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
269+ 3.55% |
$126K - $145K
|
7.84K
$4.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
268+ 2.23% |
$126K - $145K
|
12.3K
$6.44M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
267+ 9.77% |
$125K - $144K
|
3K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
266+ 7.06% |
$125K - $144K
|
4.04K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
266+ 22.5% |
$125K - $144K
|
1.45K
$760K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
264+ 5.16% |
$124K - $142K
|
5.38K
$2.82M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
264+ 14.92% |
$124K - $142K
|
2.03K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
264+ 3.28% |
$124K - $142K
|
8.31K
$4.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
262+ 16.43% |
$123K - $141K
|
1.86K
$975K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
262+ 2.36% |
$123K - $141K
|
11.4K
$5.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
260+ 10.04% |
$122K - $140K
|
2.85K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
260+ 47.62% |
$122K - $140K
|
806
$423K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
258+ 1.86% |
$121K - $139K
|
14.1K
$7.4M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
258+ 5.56% |
$121K - $139K
|
4.9K
$2.57M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
257+ 12.31% |
$120K - $139K
|
2.35K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
257+ 16.52% |
$120K - $139K
|
1.81K
$951K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
255+ 1.66% |
$119K - $138K
|
15.6K
$8.18M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
255+ 0.01% |
$119K - $138K
|
2.98M
$1.57B
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
254+ 40.9% |
$119K - $137K
|
875
$459K
|