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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
683+ 32.2% |
$320K - $368K
|
2.8K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
680+ 7.09% |
$318K - $367K
|
10.3K
$4.7M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
645+ 3.24% |
$302K - $348K
|
20.5K
$9.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
636New |
$298K - $343K
|
636
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
612New |
$287K - $330K
|
612
$280K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
610+ 6.75% |
$286K - $329K
|
9.65K
$4.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
609+ 8.26% |
$285K - $329K
|
7.98K
$3.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
605+ 31.68% |
$283K - $326K
|
2.52K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
594+ 40.71% |
$278K - $320K
|
2.05K
$939K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
583New |
$273K - $315K
|
583
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
560+ 2.4% |
$262K - $302K
|
23.9K
$10.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
550+ 4.45% |
$258K - $297K
|
12.9K
$5.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
539+ 4.63% |
$252K - $291K
|
12.2K
$5.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
532New |
$249K - $287K
|
532
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
518+ 2.28% |
$243K - $279K
|
23.2K
$10.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
489+ 4.75% |
$229K - $264K
|
10.8K
$4.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
476+ 13.4% |
$223K - $257K
|
4.03K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
386+ 17.4% |
$181K - $208K
|
2.6K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
379+ 4.74% |
$178K - $204K
|
8.37K
$3.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
371+ 11.79% |
$174K - $200K
|
3.52K
$1.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
346+ 8.92% |
$162K - $187K
|
4.22K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
342+ 0.95% |
$160K - $185K
|
36.5K
$16.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
332+ 3.35% |
$155K - $179K
|
10.3K
$4.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
330+ 191.86% |
$155K - $178K
|
502
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
320+ 7.46% |
$150K - $173K
|
4.61K
$2.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
316+ 5.51% |
$148K - $170K
|
6.05K
$2.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
315+ 8.78% |
$148K - $170K
|
3.9K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
313+ 71.95% |
$147K - $169K
|
748
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
296+ 27.79% |
$139K - $160K
|
1.36K
$623K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
296+ 0.84% |
$139K - $160K
|
35.5K
$16.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
273New |
$128K - $147K
|
273
$125K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
270+ 7.49% |
$126K - $146K
|
3.87K
$1.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
269+ 18.86% |
$126K - $145K
|
1.7K
$775K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
269+ 7.07% |
$126K - $145K
|
4.07K
$1.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
268+ 2.23% |
$126K - $145K
|
12.3K
$5.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
266+ 7.06% |
$125K - $144K
|
4.04K
$1.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
264+ 5.16% |
$124K - $142K
|
5.38K
$2.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
262+ 16.43% |
$123K - $141K
|
1.86K
$850K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
260+ 10.04% |
$122K - $140K
|
2.85K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
257+ 12.31% |
$120K - $139K
|
2.35K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
248+ 1.39% |
$116K - $134K
|
18.1K
$8.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
239+ 20.95% |
$112K - $129K
|
1.38K
$631K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
239+ 5.85% |
$112K - $129K
|
4.32K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
228+ 7.76% |
$107K - $123K
|
3.17K
$1.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
220+ 1.7% |
$103K - $119K
|
13.2K
$6.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
219+ 0.44% |
$103K - $118K
|
50.1K
$22.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
218+ 25.06% |
$102K - $118K
|
1.09K
$498K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
218+ 0.59% |
$102K - $118K
|
37.4K
$17.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
216+ 1.71% |
$101K - $117K
|
12.8K
$5.87M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
211+ 30.23% |
$98.8K - $114K
|
909
$416K
|