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 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
226+ 1.83% |
$106K - $122K
|
12.6K
$7.69M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
226+ 12.06% |
$106K - $122K
|
2.1K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
225+ 2.78% |
$105K - $121K
|
8.32K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
225+ 0.38% |
$105K - $121K
|
59.6K
$36.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
224+ 10.12% |
$105K - $121K
|
2.44K
$1.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
220+ 1.7% |
$103K - $119K
|
13.2K
$8.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
220+ 31.93% |
$103K - $119K
|
909
$556K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
219+ 0.44% |
$103K - $118K
|
50.1K
$30.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
218+ 0.59% |
$102K - $118K
|
37.4K
$22.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
218+ 25.06% |
$102K - $118K
|
1.09K
$665K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
217+ 18.16% |
$102K - $117K
|
1.41K
$864K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
216+ 1.71% |
$101K - $117K
|
12.8K
$7.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
216+ 7.33% |
$101K - $117K
|
3.16K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
216New |
$101K - $117K
|
216
$132K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
215New |
$101K - $116K
|
215
$132K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
213+ 12.71% |
$99.8K - $115K
|
1.89K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
213+ 22.76% |
$99.8K - $115K
|
1.15K
$703K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
212+ 5.05% |
$99.3K - $114K
|
4.41K
$2.7M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
211+ 30.23% |
$98.8K - $114K
|
909
$556K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
210+ 32.26% |
$98.4K - $113K
|
861
$527K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
209+ 4.08% |
$97.9K - $113K
|
5.33K
$3.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
208+ 3.78% |
$97.4K - $112K
|
5.71K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
208+ 5.13% |
$97.4K - $112K
|
4.26K
$2.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
207+ 21.97% |
$96.9K - $112K
|
1.15K
$703K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
206+ 18.58% |
$96.5K - $111K
|
1.32K
$804K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
206+ 4.47% |
$96.5K - $111K
|
4.81K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
206+ 3.8% |
$96.5K - $111K
|
5.62K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
206+ 4.06% |
$96.5K - $111K
|
5.28K
$3.23M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
205+ 1.7% |
$96K - $111K
|
12.2K
$7.49M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
204+ 2.43% |
$95.5K - $110K
|
8.61K
$5.27M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
204+ 10.15% |
$95.5K - $110K
|
2.21K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
203+ 2.6% |
$95.1K - $110K
|
8.02K
$4.91M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
203+ 0.73% |
$95.1K - $110K
|
28.2K
$17.2M
|
|
|
Aug 12, 2025
Q1 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
203+ 3.78% |
$95.1K - $110K
|
5.57K
$3.41M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
202+ 23.22% |
$94.6K - $109K
|
1.07K
$656K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
201+ 18.47% |
$94.1K - $108K
|
1.29K
$788K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
200+ 3.79% |
$93.7K - $108K
|
5.48K
$3.35M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
200+ 7.86% |
$93.7K - $108K
|
2.75K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
200+ 100.0% |
$93.7K - $108K
|
400
$245K
|
|
|
May 15, 2025
Q1 2025
|
Nokomis Capital, L.L.C.
Dallas, TX |
BUY
|
- |
200New |
$93.7K - $108K
|
200
$122K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
199+ 5.18% |
$93.2K - $107K
|
4.04K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
197+ 20.37% |
$92.3K - $106K
|
1.16K
$712K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
196+ 14.19% |
$91.8K - $106K
|
1.58K
$965K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
196+ 8.16% |
$91.8K - $106K
|
2.6K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
195+ 22.16% |
$91.3K - $105K
|
1.08K
$658K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
194+ 4.01% |
$90.9K - $105K
|
5.03K
$3.08M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
194+ 1.49% |
$90.9K - $105K
|
13.2K
$8.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
193+ 2.7% |
$90.4K - $104K
|
7.33K
$4.49M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
192+ 10.4% |
$89.9K - $104K
|
2.04K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
191+ 6.75% |
$89.5K - $103K
|
3.02K
$1.85M
|