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 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
12+ 0.91% |
$5.62K - $6.47K
|
1.33K
$808K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
12+ 2.44% |
$5.62K - $6.47K
|
503
$307K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
12+ 0.8% |
$5.62K - $6.47K
|
1.51K
$919K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
12+ 4.55% |
$5.62K - $6.47K
|
276
$168K
|
|
|
Nov 04, 2025
Q1 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
12+ 1.66% |
$5.62K - $6.47K
|
733
$447K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
11+ 0.23% |
$5.15K - $5.93K
|
4.73K
$2.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
11+ 0.51% |
$5.15K - $5.93K
|
2.19K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
11+ 0.65% |
$5.15K - $5.93K
|
1.72K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
11+ 1.15% |
$5.15K - $5.93K
|
971
$592K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.62% |
$5.15K - $5.93K
|
692
$422K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
11+ 1.31% |
$5.15K - $5.93K
|
848
$517K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
11+ 0.52% |
$5.15K - $5.93K
|
2.14K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
11+ 2.46% |
$5.15K - $5.93K
|
459
$280K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11+ 0.94% |
$5.15K - $5.93K
|
1.18K
$717K
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
11+ 0.55% |
$5.15K - $5.93K
|
1.99K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
11+ 0.82% |
$5.15K - $5.93K
|
1.35K
$823K
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
11+ 1.73% |
$5.15K - $5.93K
|
648
$395K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10+ 0.41% |
$4.68K - $5.4K
|
2.44K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
10+ 0.03% |
$4.68K - $5.4K
|
33.7K
$20.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
10New |
$4.68K - $5.4K
|
10
$6.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
BUY
|
- |
10+ 2.32% |
$4.68K - $5.4K
|
441
$269K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
10+ 0.92% |
$4.68K - $5.4K
|
1.09K
$666K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
10+ 0.7% |
$4.68K - $5.4K
|
1.45K
$883K
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
10+ 0.72% |
$4.68K - $5.4K
|
1.4K
$851K
|
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
10+ 34.48% |
$4.68K - $5.4K
|
39
$23.8K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
10+ 0.42% |
$4.68K - $5.4K
|
2.4K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
10+ 0.35% |
$4.68K - $5.4K
|
2.83K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9+ 0.37% |
$4.22K - $4.86K
|
2.45K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
9+ 0.28% |
$4.22K - $4.86K
|
3.27K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
9+ 1.15% |
$4.22K - $4.86K
|
795
$485K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
9+ 0.49% |
$4.22K - $4.86K
|
1.86K
$1.13M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
9+ 2.48% |
$4.22K - $4.86K
|
372
$227K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 1.74% |
$3.75K - $4.32K
|
468
$285K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
8+ 1.13% |
$3.75K - $4.32K
|
716
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8+ 0.26% |
$3.75K - $4.32K
|
3.03K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
8+ 0.41% |
$3.75K - $4.32K
|
1.98K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
8+ 1.9% |
$3.75K - $4.32K
|
428
$261K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
8+ 1.14% |
$3.75K - $4.32K
|
708
$432K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8+ 1.24% |
$3.75K - $4.32K
|
654
$399K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
8+ 0.37% |
$3.75K - $4.32K
|
2.15K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
7+ 0.18% |
$3.28K - $3.78K
|
3.8K
$2.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
7+ 1.49% |
$3.28K - $3.78K
|
476
$290K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
7+ 2.43% |
$3.28K - $3.78K
|
295
$180K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
7New |
$3.28K - $3.78K
|
7
$4.27K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
7+ 0.57% |
$3.28K - $3.78K
|
1.23K
$748K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7+ 0.33% |
$3.28K - $3.78K
|
2.12K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
7+ 1.52% |
$3.28K - $3.78K
|
467
$285K
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
7+ 0.1% |
$3.28K - $3.78K
|
7.15K
$4.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6+ 0.07% |
$2.81K - $3.24K
|
8.71K
$5.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
6+ 0.06% |
$2.81K - $3.24K
|
10.7K
$6.55M
|