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 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
136+ 8.02% |
$63.7K - $73.4K
|
1.83K
$961K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
135+ 4.29% |
$63.2K - $72.8K
|
3.28K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
135+ 3.34% |
$63.2K - $72.8K
|
4.17K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
135+ 2.94% |
$63.2K - $72.8K
|
4.72K
$2.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
134+ 12.03% |
$62.8K - $72.3K
|
1.25K
$655K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
134+ 5.65% |
$62.8K - $72.3K
|
2.51K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
134+ 1.34% |
$62.8K - $72.3K
|
10.1K
$5.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
133+ 0.25% |
$62.3K - $71.8K
|
53.8K
$28.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
133+ 0.62% |
$62.3K - $71.8K
|
21.7K
$11.4M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
133+ 11.16% |
$62.3K - $71.8K
|
1.33K
$695K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
132+ 22.92% |
$61.8K - $71.2K
|
708
$372K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
130+ 0.04% |
$60.9K - $70.1K
|
347K
$182M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
130+ 23.94% |
$60.9K - $70.1K
|
673
$353K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
130+ 12.92% |
$60.9K - $70.1K
|
1.14K
$596K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
129+ 16.15% |
$60.4K - $69.6K
|
928
$487K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
129+ 1.4% |
$60.4K - $69.6K
|
9.36K
$4.91M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
128+ 11.33% |
$59.9K - $69.1K
|
1.26K
$660K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
127+ 1.08% |
$59.5K - $68.5K
|
11.9K
$6.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
127+ 14.25% |
$59.5K - $68.5K
|
1.02K
$534K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
127+ 1.18% |
$59.5K - $68.5K
|
10.9K
$5.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
126+ 25.1% |
$59K - $68K
|
628
$330K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
125+ 5.25% |
$58.5K - $67.4K
|
2.51K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
124+ 4.45% |
$58.1K - $66.9K
|
2.91K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
124+ 0.52% |
$58.1K - $66.9K
|
24.1K
$12.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
123+ 18.36% |
$57.6K - $66.4K
|
793
$416K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
123+ 1.47% |
$57.6K - $66.4K
|
8.5K
$4.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
122+ 1.68% |
$57.1K - $65.8K
|
7.39K
$3.88M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
122+ 5.89% |
$57.1K - $65.8K
|
2.2K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
122+ 1.07% |
$57.1K - $65.8K
|
11.5K
$6.03M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
122+ 1.51% |
$57.1K - $65.8K
|
8.23K
$4.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
121+ 3.59% |
$56.7K - $65.3K
|
3.49K
$1.83M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
120+ 6.47% |
$56.2K - $64.7K
|
1.97K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
120+ 3000.0% |
$56.2K - $64.7K
|
124
$65.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
119+ 26.15% |
$55.7K - $64.2K
|
574
$301K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
119+ 10.93% |
$55.7K - $64.2K
|
1.21K
$634K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
119+ 0.25% |
$55.7K - $64.2K
|
47K
$24.6M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
119+ 10.48% |
$55.7K - $64.2K
|
1.26K
$659K
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
118+ 4.82% |
$55.3K - $63.7K
|
2.57K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
117+ 1.76% |
$54.8K - $63.1K
|
6.76K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
117+ 5.98% |
$54.8K - $63.1K
|
2.08K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
116+ 8.64% |
$54.3K - $62.6K
|
1.46K
$766K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
116+ 2.18% |
$54.3K - $62.6K
|
5.43K
$2.85M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
116+ 8.07% |
$54.3K - $62.6K
|
1.55K
$815K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
115+ 1.97% |
$53.9K - $62K
|
5.94K
$3.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
115+ 1.83% |
$53.9K - $62K
|
6.4K
$3.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
115+ 2.8% |
$53.9K - $62K
|
4.22K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
115+ 2.95% |
$53.9K - $62K
|
4.02K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
114+ 10.58% |
$53.4K - $61.5K
|
1.19K
$626K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
114+ 4.91% |
$53.4K - $61.5K
|
2.43K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
113+ 28.11% |
$52.9K - $61K
|
515
$270K
|