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 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
66+ 15.31% |
$30.9K - $35.6K
|
497
$261K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
66+ 14.86% |
$30.9K - $35.6K
|
510
$268K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
65+ 5.42% |
$30.4K - $35.1K
|
1.27K
$664K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
65+ 6.76% |
$30.4K - $35.1K
|
1.03K
$538K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
65+ 17.11% |
$30.4K - $35.1K
|
445
$234K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
65+ 4.03% |
$30.4K - $35.1K
|
1.68K
$880K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
65+ 6.76% |
$30.4K - $35.1K
|
1.03K
$538K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
65+ 39.63% |
$30.4K - $35.1K
|
229
$120K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
65+ 3.16% |
$30.4K - $35.1K
|
2.12K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
65+ 0.97% |
$30.4K - $35.1K
|
6.77K
$3.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
64+ 1.51% |
$30K - $34.5K
|
4.32K
$2.26M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
64+ 0.78% |
$30K - $34.5K
|
8.31K
$4.36M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
64+ 0.31% |
$30K - $34.5K
|
20.8K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
64+ 32.0% |
$30K - $34.5K
|
264
$139K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
63+ 1.3% |
$29.5K - $34K
|
4.92K
$2.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
63+ 1.75% |
$29.5K - $34K
|
3.66K
$1.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
60+ 7.89% |
$28.1K - $32.4K
|
820
$430K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
60+ 2.32% |
$28.1K - $32.4K
|
2.65K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
60+ 1.29% |
$28.1K - $32.4K
|
4.71K
$2.47M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
60+ 4.22% |
$28.1K - $32.4K
|
1.48K
$778K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
60+ 13.04% |
$28.1K - $32.4K
|
520
$273K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
60+ 9.26% |
$28.1K - $32.4K
|
708
$372K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
60+ 5.55% |
$28.1K - $32.4K
|
1.14K
$599K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
59+ 1.03% |
$27.6K - $31.8K
|
5.77K
$3.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
58+ 2.85% |
$27.2K - $31.3K
|
2.09K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
58+ 6.55% |
$27.2K - $31.3K
|
943
$495K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
56+ 0.52% |
$26.2K - $30.2K
|
10.9K
$5.7M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
56+ 6.9% |
$26.2K - $30.2K
|
868
$456K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
55+ 3.38% |
$25.8K - $29.7K
|
1.68K
$884K
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
55+ 13.48% |
$25.8K - $29.7K
|
463
$243K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
55+ 1.03% |
$25.8K - $29.7K
|
5.42K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
55+ 0.31% |
$25.8K - $29.7K
|
17.6K
$9.24M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
55+ 12.09% |
$25.8K - $29.7K
|
510
$268K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
54+ 0.8% |
$25.3K - $29.1K
|
6.79K
$3.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Baskin Financial Services Inc.
|
BUY
|
- |
54+ 4.92% |
$25.3K - $29.1K
|
1.15K
$604K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
54+ 11.16% |
$25.3K - $29.1K
|
538
$282K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
53+ 6.88% |
$24.8K - $28.6K
|
823
$432K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
53+ 6.02% |
$24.8K - $28.6K
|
934
$490K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
53+ 2.26% |
$24.8K - $28.6K
|
2.4K
$1.26M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
53+ 13.35% |
$24.8K - $28.6K
|
450
$236K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
51+ 0.19% |
$23.9K - $27.5K
|
26.2K
$13.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
50+ 1.52% |
$23.4K - $27K
|
3.35K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
50+ 2.31% |
$23.4K - $27K
|
2.22K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
50+ 1.88% |
$23.4K - $27K
|
2.7K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
50+ 3.71% |
$23.4K - $27K
|
1.4K
$734K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
50+ 1.0% |
$23.4K - $27K
|
5.07K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
49+ 1.12% |
$22.9K - $26.4K
|
4.42K
$2.32M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
49+ 0.17% |
$22.9K - $26.4K
|
28.2K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
49+ 2.41% |
$22.9K - $26.4K
|
2.08K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
48+ 0.82% |
$22.5K - $25.9K
|
5.87K
$3.08M
|