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 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
25+ 0.34% |
$11.7K - $13.5K
|
7.46K
$4.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
25+ 1.21% |
$11.7K - $13.5K
|
2.09K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
25+ 0.41% |
$11.7K - $13.5K
|
6.14K
$3.75M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
25+ 2.09% |
$11.7K - $13.5K
|
1.22K
$746K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
24New |
$11.2K - $12.9K
|
24
$14.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
24+ 2.28% |
$11.2K - $12.9K
|
1.08K
$655K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
24+ 5.62% |
$11.2K - $12.9K
|
451
$275K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
24+ 2.31% |
$11.2K - $12.9K
|
1.06K
$648K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
23+ 0.61% |
$10.8K - $12.4K
|
3.81K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
23+ 8.91% |
$10.8K - $12.4K
|
281
$171K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
23+ 0.41% |
$10.8K - $12.4K
|
5.67K
$3.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
22+ 0.27% |
$10.3K - $11.9K
|
8.17K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
22New |
$10.3K - $11.9K
|
22
$13.4K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
22+ 13.1% |
$10.3K - $11.9K
|
190
$116K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
21+ 0.21% |
$9.84K - $11.3K
|
10.2K
$6.25M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
21+ 1.65% |
$9.84K - $11.3K
|
1.3K
$791K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
21+ 1.41% |
$9.84K - $11.3K
|
1.51K
$923K
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
21+ 0.74% |
$9.84K - $11.3K
|
2.86K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
20+ 0.56% |
$9.37K - $10.8K
|
3.56K
$2.17M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
20+ 0.94% |
$9.37K - $10.8K
|
2.14K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
20+ 1.44% |
$9.37K - $10.8K
|
1.41K
$860K
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
19+ 0.17% |
$8.9K - $10.3K
|
10.9K
$6.65M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
19+ 1.12% |
$8.9K - $10.3K
|
1.72K
$1.05M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
19+ 0.38% |
$8.9K - $10.3K
|
5K
$3.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
18+ 1.03% |
$8.43K - $9.71K
|
1.77K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
17+ 0.63% |
$7.96K - $9.17K
|
2.72K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
17+ 0.94% |
$7.96K - $9.17K
|
1.83K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
17+ 4.09% |
$7.96K - $9.17K
|
433
$264K
|
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
17+ 0.03% |
$7.96K - $9.17K
|
58.7K
$35.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
16+ 3.42% |
$7.49K - $8.63K
|
484
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
16+ 0.24% |
$7.49K - $8.63K
|
6.68K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
16New |
$7.49K - $8.63K
|
16
$9.76K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
15+ 1.27% |
$7.03K - $8.09K
|
1.19K
$727K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
15+ 0.83% |
$7.03K - $8.09K
|
1.83K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
15+ 2.02% |
$7.03K - $8.09K
|
756
$461K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
15+ 0.22% |
$7.03K - $8.09K
|
6.97K
$4.25M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
15+ 0.23% |
$7.03K - $8.09K
|
6.67K
$4.07M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
15+ 1.08% |
$7.03K - $8.09K
|
1.4K
$852K
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
15+ 1.35% |
$7.03K - $8.09K
|
1.12K
$685K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
14+ 0.36% |
$6.56K - $7.55K
|
3.91K
$2.38M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
13+ 1.47% |
$6.09K - $7.01K
|
897
$547K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
13+ 3.77% |
$6.09K - $7.01K
|
358
$218K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
13+ 0.13% |
$6.09K - $7.01K
|
9.77K
$5.96M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13+ 0.55% |
$6.09K - $7.01K
|
2.36K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
13+ 0.25% |
$6.09K - $7.01K
|
5.3K
$3.23M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
13+ 0.81% |
$6.09K - $7.01K
|
1.62K
$990K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13+ 0.07% |
$6.09K - $7.01K
|
19.7K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
13+ 0.15% |
$6.09K - $7.01K
|
8.91K
$5.43M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12+ 2.17% |
$5.62K - $6.47K
|
565
$345K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
12+ 2.25% |
$5.62K - $6.47K
|
546
$333K
|