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 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
40+ 0.46% |
$18.7K - $21.6K
|
8.65K
$5.27M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
40+ 1.92% |
$18.7K - $21.6K
|
2.12K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
40+ 4.56% |
$18.7K - $21.6K
|
917
$559K
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
40+ 2.47% |
$18.7K - $21.6K
|
1.66K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
40+ 1.5% |
$18.7K - $21.6K
|
2.71K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
39+ 0.35% |
$18.3K - $21K
|
11.2K
$6.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
39+ 2.26% |
$18.3K - $21K
|
1.77K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
39+ 4.8% |
$18.3K - $21K
|
852
$519K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
38+ 2.13% |
$17.8K - $20.5K
|
1.82K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
38+ 3.68% |
$17.8K - $20.5K
|
1.07K
$654K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
37+ 1.14% |
$17.3K - $20K
|
3.27K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
37+ 1.08% |
$17.3K - $20K
|
3.48K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
37+ 3.52% |
$17.3K - $20K
|
1.09K
$663K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 2.96% |
$16.9K - $19.4K
|
1.25K
$763K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
36+ 6.94% |
$16.9K - $19.4K
|
555
$338K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
36+ 42.35% |
$16.9K - $19.4K
|
121
$73.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
35+ 0.51% |
$16.4K - $18.9K
|
6.86K
$4.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35+ 0.08% |
$16.4K - $18.9K
|
43.7K
$26.6M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
35+ 0.31% |
$16.4K - $18.9K
|
11.3K
$6.87M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
35+ 1.74% |
$16.4K - $18.9K
|
2.05K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
35New |
$16.4K - $18.9K
|
35
$21.3K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
35+ 0.73% |
$16.4K - $18.9K
|
4.84K
$2.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
34+ 1.3% |
$15.9K - $18.3K
|
2.66K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
34+ 1.06% |
$15.9K - $18.3K
|
3.25K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
34+ 2.64% |
$15.9K - $18.3K
|
1.32K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
34+ 0.87% |
$15.9K - $18.3K
|
3.93K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
34+ 1.15% |
$15.9K - $18.3K
|
2.99K
$1.82M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
34+ 5.64% |
$15.9K - $18.3K
|
637
$388K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
33+ 1.5% |
$15.5K - $17.8K
|
2.23K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
32+ 0.23% |
$15K - $17.3K
|
14K
$8.51M
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
32+ 3.24% |
$15K - $17.3K
|
1.02K
$623K
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
31+ 0.58% |
$14.5K - $16.7K
|
5.36K
$3.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
30+ 1.56% |
$14.1K - $16.2K
|
1.96K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
30+ 1.45% |
$14.1K - $16.2K
|
2.11K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
30+ 1.22% |
$14.1K - $16.2K
|
2.49K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
30+ 1.2% |
$14.1K - $16.2K
|
2.54K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
30+ 6.47% |
$14.1K - $16.2K
|
494
$301K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
30+ 6.71% |
$14.1K - $16.2K
|
477
$291K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
30+ 1.75% |
$14.1K - $16.2K
|
1.74K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
30+ 1.0% |
$14.1K - $16.2K
|
3.02K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
30+ 1.61% |
$14.1K - $16.2K
|
1.9K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
29+ 3.31% |
$13.6K - $15.6K
|
904
$551K
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
29+ 3.86% |
$13.6K - $15.6K
|
781
$476K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
27+ 11.74% |
$12.6K - $14.6K
|
257
$157K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
27+ 0.32% |
$12.6K - $14.6K
|
8.57K
$5.23M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 0.28% |
$12.6K - $14.6K
|
9.57K
$5.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
26+ 0.43% |
$12.2K - $14K
|
6.12K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
25+ 14.97% |
$11.7K - $13.5K
|
192
$117K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
25+ 0.22% |
$11.7K - $13.5K
|
11.3K
$6.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
25+ 2.99% |
$11.7K - $13.5K
|
860
$524K
|