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 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
34+ 1.15% |
$15.9K - $18.3K
|
2.99K
$1.58M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
34+ 5.64% |
$15.9K - $18.3K
|
637
$338K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
33+ 1.5% |
$15.5K - $17.8K
|
2.23K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
32+ 0.23% |
$15K - $17.3K
|
14K
$7.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
31+ 0.58% |
$14.5K - $16.7K
|
5.36K
$2.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
30+ 1.56% |
$14.1K - $16.2K
|
1.96K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
30+ 1.45% |
$14.1K - $16.2K
|
2.11K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
30+ 1.22% |
$14.1K - $16.2K
|
2.49K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
30+ 1.2% |
$14.1K - $16.2K
|
2.54K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
30+ 6.47% |
$14.1K - $16.2K
|
494
$262K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
30+ 6.71% |
$14.1K - $16.2K
|
477
$253K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
30+ 1.75% |
$14.1K - $16.2K
|
1.74K
$923K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
30+ 1.0% |
$14.1K - $16.2K
|
3.02K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
30+ 1.61% |
$14.1K - $16.2K
|
1.9K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
29+ 3.31% |
$13.6K - $15.6K
|
904
$480K
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
29+ 3.86% |
$13.6K - $15.6K
|
781
$414K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
27+ 11.74% |
$12.6K - $14.6K
|
257
$136K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
27+ 0.32% |
$12.6K - $14.6K
|
8.57K
$4.55M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 0.28% |
$12.6K - $14.6K
|
9.57K
$5.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
26+ 0.43% |
$12.2K - $14K
|
6.12K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
25+ 14.97% |
$11.7K - $13.5K
|
192
$102K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
25+ 0.22% |
$11.7K - $13.5K
|
11.3K
$5.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
25+ 2.99% |
$11.7K - $13.5K
|
860
$456K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
25+ 0.34% |
$11.7K - $13.5K
|
7.46K
$3.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
25+ 1.21% |
$11.7K - $13.5K
|
2.09K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
25+ 0.41% |
$11.7K - $13.5K
|
6.14K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
25+ 2.09% |
$11.7K - $13.5K
|
1.22K
$649K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
24New |
$11.2K - $12.9K
|
24
$12.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
24+ 2.28% |
$11.2K - $12.9K
|
1.08K
$571K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
24+ 5.62% |
$11.2K - $12.9K
|
451
$239K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
24+ 2.31% |
$11.2K - $12.9K
|
1.06K
$564K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
23+ 0.61% |
$10.8K - $12.4K
|
3.81K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
23+ 8.91% |
$10.8K - $12.4K
|
281
$149K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
23+ 0.41% |
$10.8K - $12.4K
|
5.67K
$3.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
22+ 0.27% |
$10.3K - $11.9K
|
8.17K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
22New |
$10.3K - $11.9K
|
22
$11.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
21+ 0.21% |
$9.84K - $11.3K
|
10.2K
$5.44M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
21+ 1.65% |
$9.84K - $11.3K
|
1.3K
$688K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
21+ 1.41% |
$9.84K - $11.3K
|
1.51K
$803K
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
21+ 0.74% |
$9.84K - $11.3K
|
2.86K
$1.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
20+ 0.56% |
$9.37K - $10.8K
|
3.56K
$1.89M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
20+ 0.94% |
$9.37K - $10.8K
|
2.14K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
20+ 1.44% |
$9.37K - $10.8K
|
1.41K
$748K
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
19+ 0.17% |
$8.9K - $10.3K
|
10.9K
$5.79M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
19+ 1.12% |
$8.9K - $10.3K
|
1.72K
$911K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
18+ 1.03% |
$8.43K - $9.71K
|
1.77K
$940K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
17+ 0.63% |
$7.96K - $9.17K
|
2.72K
$1.44M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
17+ 0.94% |
$7.96K - $9.17K
|
1.83K
$972K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
17+ 4.09% |
$7.96K - $9.17K
|
433
$230K
|
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
17+ 0.03% |
$7.96K - $9.17K
|
58.7K
$31.1M
|