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 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
209+ 4.08% |
$97.9K - $113K
|
5.33K
$2.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
208+ 3.78% |
$97.4K - $112K
|
5.71K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
208+ 5.13% |
$97.4K - $112K
|
4.26K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
207+ 21.97% |
$96.9K - $112K
|
1.15K
$603K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
206+ 18.58% |
$96.5K - $111K
|
1.32K
$690K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
206+ 4.47% |
$96.5K - $111K
|
4.81K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
206+ 3.8% |
$96.5K - $111K
|
5.62K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
206+ 4.06% |
$96.5K - $111K
|
5.28K
$2.77M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
205+ 1.7% |
$96K - $111K
|
12.2K
$6.43M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
204+ 2.43% |
$95.5K - $110K
|
8.61K
$4.52M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
204+ 10.15% |
$95.5K - $110K
|
2.21K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
203+ 2.6% |
$95.1K - $110K
|
8.02K
$4.21M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
203+ 0.73% |
$95.1K - $110K
|
28.2K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
202+ 23.22% |
$94.6K - $109K
|
1.07K
$563K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
201+ 18.47% |
$94.1K - $108K
|
1.29K
$676K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
200+ 3.79% |
$93.7K - $108K
|
5.48K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
200+ 7.86% |
$93.7K - $108K
|
2.75K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
200+ 100.0% |
$93.7K - $108K
|
400
$210K
|
|
|
May 15, 2025
Q1 2025
|
Nokomis Capital, L.L.C.
Dallas, TX |
BUY
|
- |
200New |
$93.7K - $108K
|
200
$105K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
199+ 5.18% |
$93.2K - $107K
|
4.04K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
197+ 20.37% |
$92.3K - $106K
|
1.16K
$611K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
196+ 14.19% |
$91.8K - $106K
|
1.58K
$828K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
196+ 8.16% |
$91.8K - $106K
|
2.6K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
195+ 22.16% |
$91.3K - $105K
|
1.08K
$564K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
194+ 4.01% |
$90.9K - $105K
|
5.03K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
194+ 1.49% |
$90.9K - $105K
|
13.2K
$6.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
193+ 2.7% |
$90.4K - $104K
|
7.33K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
192+ 10.4% |
$89.9K - $104K
|
2.04K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
191+ 6.75% |
$89.5K - $103K
|
3.02K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
187+ 5.14% |
$87.6K - $101K
|
3.82K
$2.01M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
187+ 3.16% |
$87.6K - $101K
|
6.11K
$3.21M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
187+ 5.95% |
$87.6K - $101K
|
3.33K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
187+ 8.01% |
$87.6K - $101K
|
2.52K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
186+ 22.85% |
$87.1K - $100K
|
1K
$525K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
185+ 8.37% |
$86.6K - $99.8K
|
2.4K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
183+ 3.08% |
$85.7K - $98.7K
|
6.13K
$3.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
183New |
$85.7K - $98.7K
|
183
$96K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
182+ 1.08% |
$85.2K - $98.2K
|
17.1K
$8.96M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
182+ 34.4% |
$85.2K - $98.2K
|
711
$373K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
181+ 3.66% |
$84.8K - $97.7K
|
5.12K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
180+ 2.45% |
$84.3K - $97.1K
|
7.52K
$3.94M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
179+ 1.06% |
$83.8K - $96.6K
|
17.1K
$8.98M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
179+ 17.5% |
$83.8K - $96.6K
|
1.2K
$631K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
178+ 7.15% |
$83.4K - $96K
|
2.67K
$1.4M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
178+ 25.04% |
$83.4K - $96K
|
889
$467K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
174+ 6.1% |
$81.5K - $93.9K
|
3.03K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
173+ 1.43% |
$81K - $93.3K
|
12.3K
$6.45M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
173+ 4.65% |
$81K - $93.3K
|
3.9K
$2.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
172+ 0.62% |
$80.6K - $92.8K
|
28.1K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
172New |
$80.6K - $92.8K
|
172
$90.3K
|