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 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
152+ 7.99% |
$71.2K - $82K
|
2.06K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
152+ 7.08% |
$71.2K - $82K
|
2.3K
$1.4M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
151+ 0.9% |
$70.7K - $81.5K
|
16.9K
$10.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
151+ 34.71% |
$70.7K - $81.5K
|
586
$357K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
151+ 4.38% |
$70.7K - $81.5K
|
3.6K
$2.2M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
150+ 3.52% |
$70.3K - $80.9K
|
4.42K
$2.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
149+ 18.49% |
$69.8K - $80.4K
|
955
$582K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
149New |
$69.8K - $80.4K
|
149
$90.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
148+ 31.62% |
$69.3K - $79.8K
|
616
$376K
|
|
|
Sep 22, 2025
Q1 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
148+ 4.74% |
$69.3K - $79.8K
|
3.27K
$1.99M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
147+ 34.03% |
$68.8K - $79.3K
|
579
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
146+ 4.65% |
$68.4K - $78.8K
|
3.29K
$2M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
145+ 3.14% |
$67.9K - $78.2K
|
4.76K
$2.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
145+ 4.56% |
$67.9K - $78.2K
|
3.32K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
144+ 35.82% |
$67.4K - $77.7K
|
546
$333K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
143+ 0.84% |
$67K - $77.2K
|
17.2K
$10.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
140+ 22.76% |
$65.6K - $75.5K
|
755
$460K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
140+ 12.22% |
$65.6K - $75.5K
|
1.29K
$784K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
139+ 0.76% |
$65.1K - $75K
|
18.4K
$11.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
138+ 20.2% |
$64.6K - $74.5K
|
821
$501K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
138+ 23.0% |
$64.6K - $74.5K
|
738
$450K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
138+ 1.27% |
$64.6K - $74.5K
|
11K
$6.69M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
137+ 3.11% |
$64.2K - $73.9K
|
4.55K
$2.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
136+ 8.02% |
$63.7K - $73.4K
|
1.83K
$1.12M
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
136+ 1.78% |
$63.7K - $73.4K
|
7.77K
$4.74M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
135+ 4.29% |
$63.2K - $72.8K
|
3.28K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
135+ 3.34% |
$63.2K - $72.8K
|
4.17K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
135+ 2.94% |
$63.2K - $72.8K
|
4.72K
$2.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
134+ 12.03% |
$62.8K - $72.3K
|
1.25K
$761K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
134+ 5.65% |
$62.8K - $72.3K
|
2.51K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
134+ 1.34% |
$62.8K - $72.3K
|
10.1K
$6.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
133+ 0.25% |
$62.3K - $71.8K
|
53.8K
$32.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
133+ 0.62% |
$62.3K - $71.8K
|
21.7K
$13.2M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
133+ 11.16% |
$62.3K - $71.8K
|
1.33K
$808K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
132+ 22.92% |
$61.8K - $71.2K
|
708
$432K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
130+ 0.04% |
$60.9K - $70.1K
|
347K
$211M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
130+ 23.94% |
$60.9K - $70.1K
|
673
$410K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
130+ 12.92% |
$60.9K - $70.1K
|
1.14K
$693K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
129+ 16.15% |
$60.4K - $69.6K
|
928
$566K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
129+ 1.4% |
$60.4K - $69.6K
|
9.36K
$5.71M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
128+ 11.33% |
$59.9K - $69.1K
|
1.26K
$767K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
127+ 1.08% |
$59.5K - $68.5K
|
11.9K
$7.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
127+ 14.25% |
$59.5K - $68.5K
|
1.02K
$621K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
127+ 1.18% |
$59.5K - $68.5K
|
10.9K
$6.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
126+ 25.1% |
$59K - $68K
|
628
$383K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
125+ 5.25% |
$58.5K - $67.4K
|
2.51K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
124+ 4.45% |
$58.1K - $66.9K
|
2.91K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
124+ 0.52% |
$58.1K - $66.9K
|
24.1K
$14.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
123+ 18.36% |
$57.6K - $66.4K
|
793
$484K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
123+ 1.47% |
$57.6K - $66.4K
|
8.5K
$5.18M
|