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 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48+ 0.99% |
$22.5K - $25.9K
|
4.91K
$2.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
47+ 2.41% |
$22K - $25.4K
|
2K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
47+ 2.38% |
$22K - $25.4K
|
2.02K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
47+ 1.71% |
$22K - $25.4K
|
2.79K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
47+ 2.64% |
$22K - $25.4K
|
1.83K
$958K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
46+ 1.43% |
$21.5K - $24.8K
|
3.27K
$1.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
46+ 12.57% |
$21.5K - $24.8K
|
412
$216K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
46+ 1.88% |
$21.5K - $24.8K
|
2.5K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
46+ 0.86% |
$21.5K - $24.8K
|
5.42K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
46+ 4.87% |
$21.5K - $24.8K
|
991
$520K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
45+ 0.88% |
$21.1K - $24.3K
|
5.17K
$2.71M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
45+ 11.06% |
$21.1K - $24.3K
|
452
$237K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
45+ 6.27% |
$21.1K - $24.3K
|
763
$400K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
45+ 1.21% |
$21.1K - $24.3K
|
3.77K
$1.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
44+ 10.65% |
$20.6K - $23.7K
|
457
$240K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
44+ 35.77% |
$20.6K - $23.7K
|
167
$87.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
43+ 2.94% |
$20.1K - $23.2K
|
1.51K
$790K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
43+ 10.64% |
$20.1K - $23.2K
|
447
$235K
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
43+ 6.21% |
$20.1K - $23.2K
|
735
$386K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
43+ 7.25% |
$20.1K - $23.2K
|
636
$334K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
42+ 2.27% |
$19.7K - $22.7K
|
1.89K
$993K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
42+ 1.49% |
$19.7K - $22.7K
|
2.86K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
40+ 2.54% |
$18.7K - $21.6K
|
1.62K
$849K
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
40+ 0.46% |
$18.7K - $21.6K
|
8.65K
$4.54M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
40+ 1.92% |
$18.7K - $21.6K
|
2.12K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
40+ 4.56% |
$18.7K - $21.6K
|
917
$481K
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
40+ 2.47% |
$18.7K - $21.6K
|
1.66K
$870K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
40+ 1.5% |
$18.7K - $21.6K
|
2.71K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
39+ 0.35% |
$18.3K - $21K
|
11.2K
$5.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
39+ 2.26% |
$18.3K - $21K
|
1.77K
$928K
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
39+ 4.8% |
$18.3K - $21K
|
852
$447K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
38+ 2.13% |
$17.8K - $20.5K
|
1.82K
$955K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
38+ 3.68% |
$17.8K - $20.5K
|
1.07K
$563K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
37+ 1.14% |
$17.3K - $20K
|
3.27K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
37+ 1.08% |
$17.3K - $20K
|
3.48K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
37+ 3.52% |
$17.3K - $20K
|
1.09K
$571K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 2.96% |
$16.9K - $19.4K
|
1.25K
$657K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
36+ 6.94% |
$16.9K - $19.4K
|
555
$291K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
36+ 42.35% |
$16.9K - $19.4K
|
121
$63.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
35+ 0.51% |
$16.4K - $18.9K
|
6.86K
$3.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35+ 0.08% |
$16.4K - $18.9K
|
43.7K
$22.9M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
35+ 0.31% |
$16.4K - $18.9K
|
11.3K
$5.92M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
35+ 1.74% |
$16.4K - $18.9K
|
2.05K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
35New |
$16.4K - $18.9K
|
35
$18.4K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
35+ 0.73% |
$16.4K - $18.9K
|
4.84K
$2.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
34+ 1.3% |
$15.9K - $18.3K
|
2.66K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
34+ 1.06% |
$15.9K - $18.3K
|
3.25K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
34+ 2.64% |
$15.9K - $18.3K
|
1.32K
$695K
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
34+ 0.87% |
$15.9K - $18.3K
|
3.93K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
34+ 1.15% |
$15.9K - $18.3K
|
2.99K
$1.57M
|