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 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
170+ 2.96% |
$79.6K - $91.7K
|
5.91K
$3.1M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
170+ 13.71% |
$79.6K - $91.7K
|
1.41K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
170+ 19.72% |
$79.6K - $91.7K
|
1.03K
$542K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
169+ 1.4% |
$79.1K - $91.2K
|
12.2K
$6.41M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
168+ 4.37% |
$78.7K - $90.6K
|
4.01K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
167+ 4.07% |
$78.2K - $90.1K
|
4.27K
$2.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
166+ 24.06% |
$77.7K - $89.6K
|
856
$449K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
166+ 8.46% |
$77.7K - $89.6K
|
2.13K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
166+ 0.74% |
$77.7K - $89.6K
|
22.5K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
165+ 916.67% |
$77.3K - $89K
|
183
$96K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
165New |
$77.3K - $89K
|
165
$86.6K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
165+ 9.03% |
$77.3K - $89K
|
1.99K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
165+ 2.8% |
$77.3K - $89K
|
6.06K
$3.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
164+ 1.82% |
$76.8K - $88.5K
|
9.19K
$4.82M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
163+ 8.73% |
$76.3K - $87.9K
|
2.03K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
161+ 56.49% |
$75.4K - $86.9K
|
446
$234K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
161+ 38.98% |
$75.4K - $86.9K
|
574
$301K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
160New |
$74.9K - $86.3K
|
160
$84K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
159+ 2.77% |
$74.5K - $85.8K
|
5.9K
$3.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
159+ 9.97% |
$74.5K - $85.8K
|
1.75K
$920K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
158+ 1.37% |
$74K - $85.2K
|
11.7K
$6.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
157+ 1.65% |
$73.5K - $84.7K
|
9.68K
$5.08M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
156+ 11.95% |
$73.1K - $84.2K
|
1.46K
$767K
|
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
156+ 5.27% |
$73.1K - $84.2K
|
3.12K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
155+ 20.29% |
$72.6K - $83.6K
|
919
$482K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
155+ 2.07% |
$72.6K - $83.6K
|
7.64K
$4.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
154+ 5.46% |
$72.1K - $83.1K
|
2.97K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
154+ 10.91% |
$72.1K - $83.1K
|
1.57K
$822K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
153+ 17.85% |
$71.7K - $82.5K
|
1.01K
$530K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
152+ 7.99% |
$71.2K - $82K
|
2.06K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
152+ 7.08% |
$71.2K - $82K
|
2.3K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
151+ 0.9% |
$70.7K - $81.5K
|
16.9K
$8.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
151+ 34.71% |
$70.7K - $81.5K
|
586
$308K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
151+ 4.38% |
$70.7K - $81.5K
|
3.6K
$1.89M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
150+ 3.52% |
$70.3K - $80.9K
|
4.42K
$2.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
149+ 18.49% |
$69.8K - $80.4K
|
955
$501K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
149New |
$69.8K - $80.4K
|
149
$78.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
148+ 31.62% |
$69.3K - $79.8K
|
616
$323K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
146+ 4.65% |
$68.4K - $78.8K
|
3.29K
$1.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
145+ 3.14% |
$67.9K - $78.2K
|
4.76K
$2.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
145+ 4.56% |
$67.9K - $78.2K
|
3.32K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
144+ 35.82% |
$67.4K - $77.7K
|
546
$287K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
143+ 0.84% |
$67K - $77.2K
|
17.2K
$9.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
140+ 22.76% |
$65.6K - $75.5K
|
755
$396K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
140+ 12.22% |
$65.6K - $75.5K
|
1.29K
$675K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
139+ 0.76% |
$65.1K - $75K
|
18.4K
$9.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
138+ 20.2% |
$64.6K - $74.5K
|
821
$431K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
138+ 23.0% |
$64.6K - $74.5K
|
738
$387K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
138+ 1.27% |
$64.6K - $74.5K
|
11K
$5.76M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
137+ 3.11% |
$64.2K - $73.9K
|
4.55K
$2.39M
|