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 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
87+ 5.07% |
$40.7K - $46.9K
|
1.8K
$946K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
86+ 0.83% |
$40.3K - $46.4K
|
10.4K
$5.45M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
86+ 17.48% |
$40.3K - $46.4K
|
578
$303K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
86+ 0.43% |
$40.3K - $46.4K
|
20.1K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
85+ 20.88% |
$39.8K - $45.9K
|
492
$258K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
84+ 1.12% |
$39.3K - $45.3K
|
7.55K
$3.96M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
83+ 1.04% |
$38.9K - $44.8K
|
8.09K
$4.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
82+ 4.85% |
$38.4K - $44.2K
|
1.77K
$930K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
81+ 3.25% |
$37.9K - $43.7K
|
2.57K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
81+ 14.41% |
$37.9K - $43.7K
|
643
$337K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
80+ 1.39% |
$37.5K - $43.2K
|
5.85K
$3.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
80+ 10.03% |
$37.5K - $43.2K
|
878
$461K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
80+ 0.3% |
$37.5K - $43.2K
|
26.7K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
80+ 3.56% |
$37.5K - $43.2K
|
2.33K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
79+ 0.74% |
$37K - $42.6K
|
10.8K
$5.67M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
79+ 15.46% |
$37K - $42.6K
|
590
$310K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
79+ 4.39% |
$37K - $42.6K
|
1.88K
$987K
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
79+ 2.25% |
$37K - $42.6K
|
3.59K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
79+ 0.51% |
$37K - $42.6K
|
15.4K
$8.09M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
79+ 18.12% |
$37K - $42.6K
|
515
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
78+ 5.55% |
$36.5K - $42.1K
|
1.48K
$778K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
77+ 13.53% |
$36.1K - $41.5K
|
646
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
76+ 6.86% |
$35.6K - $41K
|
1.18K
$621K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
76+ 5.1% |
$35.6K - $41K
|
1.57K
$822K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
75+ 2.85% |
$35.1K - $40.5K
|
2.71K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
75+ 7.23% |
$35.1K - $40.5K
|
1.11K
$584K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
74New |
$34.7K - $39.9K
|
74
$38.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
74+ 14.48% |
$34.7K - $39.9K
|
585
$307K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
74+ 0.77% |
$34.7K - $39.9K
|
9.66K
$5.07M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
73+ 5.73% |
$34.2K - $39.4K
|
1.35K
$707K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
73+ 1.75% |
$34.2K - $39.4K
|
4.25K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
73+ 4.82% |
$34.2K - $39.4K
|
1.59K
$833K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
73+ 0.24% |
$34.2K - $39.4K
|
31K
$16.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
72+ 1.56% |
$33.7K - $38.8K
|
4.69K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
72+ 2.52% |
$33.7K - $38.8K
|
2.93K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
72+ 4.08% |
$33.7K - $38.8K
|
1.84K
$965K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
71+ 2.53% |
$33.3K - $38.3K
|
2.87K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
71+ 10.5% |
$33.3K - $38.3K
|
747
$392K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
71+ 0.37% |
$33.3K - $38.3K
|
19.1K
$10M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
70+ 4.0% |
$32.8K - $37.8K
|
1.82K
$956K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
70+ 0.25% |
$32.8K - $37.8K
|
28.4K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
70+ 35.0% |
$32.8K - $37.8K
|
270
$142K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
70+ 3.98% |
$32.8K - $37.8K
|
1.83K
$960K
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
69+ 11.22% |
$32.3K - $37.2K
|
684
$359K
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
69+ 0.27% |
$32.3K - $37.2K
|
26K
$13.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
68+ 11.79% |
$31.8K - $36.7K
|
645
$338K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
68+ 0.41% |
$31.8K - $36.7K
|
16.5K
$8.68M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
67+ 10.08% |
$31.4K - $36.1K
|
732
$384K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
67+ 2.0% |
$31.4K - $36.1K
|
3.41K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
67+ 6.67% |
$31.4K - $36.1K
|
1.07K
$563K
|