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 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
254+ 6.77% |
$119K - $137K
|
4K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
253+ 13.45% |
$118K - $136K
|
2.13K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
252+ 0.98% |
$118K - $136K
|
25.8K
$13.6M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
252+ 19.12% |
$118K - $136K
|
1.57K
$824K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
251+ 52.18% |
$118K - $135K
|
732
$384K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
251+ 5.92% |
$118K - $135K
|
4.49K
$2.36M
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
250+ 23.34% |
$117K - $135K
|
1.32K
$693K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
250+ 0.64% |
$117K - $135K
|
39.5K
$20.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
248+ 1.39% |
$116K - $134K
|
18.1K
$9.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
247+ 0.92% |
$116K - $133K
|
27.1K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
247+ 33.93% |
$116K - $133K
|
975
$512K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
246New |
$115K - $133K
|
246
$129K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
246+ 5.72% |
$115K - $133K
|
4.55K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
245+ 1.03% |
$115K - $132K
|
24.1K
$12.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
242+ 22.39% |
$113K - $131K
|
1.32K
$694K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
241+ 1.13% |
$113K - $130K
|
21.6K
$11.3M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
240+ 22.33% |
$112K - $129K
|
1.32K
$690K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
240+ 16.29% |
$112K - $129K
|
1.71K
$899K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
239+ 20.95% |
$112K - $129K
|
1.38K
$724K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
239+ 5.85% |
$112K - $129K
|
4.32K
$2.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
238+ 9.54% |
$111K - $128K
|
2.73K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
237+ 16.76% |
$111K - $128K
|
1.65K
$866K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
237+ 0.45% |
$111K - $128K
|
53.2K
$27.9M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
236+ 3.31% |
$111K - $127K
|
7.36K
$3.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
235+ 37.6% |
$110K - $127K
|
860
$451K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
233New |
$109K - $126K
|
233
$122K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
232+ 1.36% |
$109K - $125K
|
17.3K
$9.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
229+ 8.04% |
$107K - $124K
|
3.08K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
228+ 7.76% |
$107K - $123K
|
3.17K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
228+ 25.31% |
$107K - $123K
|
1.13K
$592K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
226+ 1.83% |
$106K - $122K
|
12.6K
$6.59M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
226+ 12.06% |
$106K - $122K
|
2.1K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
225+ 2.78% |
$105K - $121K
|
8.32K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
225+ 0.38% |
$105K - $121K
|
59.6K
$31.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
224+ 10.12% |
$105K - $121K
|
2.44K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
220+ 1.7% |
$103K - $119K
|
13.2K
$6.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
220+ 31.93% |
$103K - $119K
|
909
$477K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
219+ 0.44% |
$103K - $118K
|
50.1K
$26.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
218+ 0.59% |
$102K - $118K
|
37.4K
$19.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
218+ 25.06% |
$102K - $118K
|
1.09K
$571K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
217+ 18.16% |
$102K - $117K
|
1.41K
$741K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
216+ 1.71% |
$101K - $117K
|
12.8K
$6.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
216+ 7.33% |
$101K - $117K
|
3.16K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
216New |
$101K - $117K
|
216
$113K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
215New |
$101K - $116K
|
215
$113K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
213+ 12.71% |
$99.8K - $115K
|
1.89K
$991K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
213+ 22.76% |
$99.8K - $115K
|
1.15K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
212+ 5.05% |
$99.3K - $114K
|
4.41K
$2.31M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
211+ 30.23% |
$98.8K - $114K
|
909
$477K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
210+ 32.26% |
$98.4K - $113K
|
861
$452K
|